• Insurance & Retirement Planning. When it comes to your financial future, it's important to work with someone who takes time to understand you and your situation. We take a step-by-step approach to identify your goals and develop specific strategies to help you achieve them. Contact me today and/to see how personal service can make a difference. Nick Hoffmann, President of Hoffmann Wealth Management, Financial Advisor, has been licensed for over 27 years and working through LPL Financial. As your local Farmers® agent in Bixby, OK, located in downtown right by the flagpole at the corner of Dawes and Armstrong we find many customers enjoy having a hometown agency to work with. I grew up in Bixby and am now raising my children in the city I love. Each person is provided with a personal review of their insurance and we spend the time to make sure they get the right coverage to suit their individual needs --whether that's auto, home, renters, life, FFS, business insurance and more. Look for us across the street from the school admin building, Go Spartans! Jeremy Lott advises successful business owners, executives & retirees who are concerned about how to have their money last throughout their retirement years. He teaches them the right age to take their foot off the gas & how to leave a lasting legacy that takes care of their family & charities.
Country Financial- Ronnie Lutz
• Planning for the future while protecting what you have today!
Edward Jones- Rich Keel, Financial Advisor
Hoffmann Wealth Management
Robin Denham - Farmers Insurance & Financial Services
Give me a call at (918) 366-4923 and I'll be happy to answer any questions you might have.
Tulsa Wealth Advisors | Raymond James
