Investment Management Firms Durant OK

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income.

Bank of America - Denison
(903) 415-2300
300 W Main
Denison, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday 9-3
Tuesday 9-3
Wednesday 9-3
Thursday 9-3
Friday 9-6
Saturday Closed
Sunday Closed

Chase Bank
(903) 465-3030
312 W Woodard
Denison, TX
Type
Drive-up

Trey Cooper
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Jana Shoulders
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
High Net Worth Client Needs, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AEP, AIF, CPA

J. Harvie Roe
AmeriTrust Investment Advisors, Inc.
(918) 610-8080
4111 South Darlington, Suite 450
Tulsa, OK
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Bank of America - Denison Motor Bank
(903) 415-2342
200 W Chestnut
Denison, TX
Type
Banking Center
Services
Banking Center Services: Change Order, Night Deposits, Drive Up
Outdoor ATM Services: Open 24 Hours, Braille, Accepts Deposits, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday N/A
Tuesday N/A
Wednesday N/A
Thursday N/A
Friday N/A
Saturday N/A
Sunday N/A
Drive Up Hours
Monday 8-6
Tuesday 8-6
Wednesday 8-6
Thursday 8-6
Friday 8-6
Saturday 8-12
Sunday Closed

Edward Jones
(888) 891-1440
1209 W Main St
Durant, OK

Data Provided by:
Scott Logan
Asset Planning Solutions, LLC
(405) 608-3099
1233 E. 33rd
Edmond, OK
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Alternative or Private Investments, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Adam Leavitt
Disciplined Investments, LLC
(918) 388-2690
2200 South Utica Place, Suite 400
Tulsa, OK
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Kevin Jacobs
Step By Step Tax and Financial Planning, LLC
(918) 806-6596
2031 West Houston Street
Broken Arrow, OK
Expertises
Ongoing Investment Management, Middle Income Client Needs, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Data Provided by:

Financial Contingency Plan

Q: I was recently laid off from my job and am trying to prepare a smart financial contingency plan until I secure another position. My savings can float me comfortably for 3 months but what you do I suggest after that point? I am not sure if it is better (or worse) to tap into my retirement funds or survive on credit cards. Please let me know if you have any tips that apply.


I would start with focusing on making your expenses last more than 3 months. You can do this by reducing some of your fixed expenses such as late fees, bank charges, newspaper delivery and cable tv. Then give yourself a weekly amount to live on so you are clear about how long your savings will last.

Before you start dipping into your retirement funds or charging up a storm, consider looking for freelance work in your industry or even short-term consulting projects. It will keep you present in your industry and will bring in some temporary income. You can also look for a part-time job in a place you like to spend time in; such as a yoga studio, knitting store or sporting goods store.


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