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Hoffmann Wealth Management

Hoffmann Wealth Management

Categories

Financial Services

About Us

At Hoffmann Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We provide assistance in the following areas:
- 401(k) management / takeover / startup / 3(21) co-fiduciary services
- Financial Planning
- Wealth Management
- Investment Management
- Retirement Planning
- Life Insurance
- Long Term Care Insurance
- 529 College Plans

Highlights

  • 401(k) Qualified Plan Specialist

Images

Gallery Image HoffmannWM_logoRGB.jpg

Rep/Contact Info

Card image cap
Nick C. Hoffmann


Presenting Sponsor


Mailing Address
PO Box 158
Bixby, OK 74008

Physical Address
12 West Dawes Avenue 
Bixby, OK 74008

 

Phone: 918-366-9445
Fax: 918-366-9443

Hours of Operation
Monday – Thursday: 9:00AM – 4:00PM
Friday: 9:00AM – 12:00PM


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