Investment Services Chickasha OK

Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund in Chickasha. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA.

Mr. Charles W. Potts (RFC®), CLU, RHU
(405) 410-2466
620 N. Robinson Ave, Suite 201
Oklahoma City, OK
Company
MassMutual/MML Investor Services, Inc.
Qualifications
Years of Experience: 43
Membership
IARFC, SFSP, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Executive Compensation Planning, Retirement Planning, Medicaid Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Education Plan, Healthcare Accounts, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. W. Kyle Brownlee (RFC®), CSA
(580) 237-0060
110 N. Indendence
Enid, OK
Company
Wymer Brownlee Tax & Financial Management
Qualifications
Years of Experience: 12
Membership
IARFC, NAIFA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Trustee Service, Pension Planning, Retirement Planning, Tax Planning, Tax Returns, Seminars Work, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Long Term Care Insurance, Education Plan, Asset Protection, Compensation Plans

Data Provided by:
Ella Teders (RFC®), CFP, RHU
(580) 233-5950
PO Box 3006
Enid, OK
Company
Teders Financial Center
Qualifications
Education: B
Years of Experience: 33
Membership
IARFC
Services
Invoice, Estate Planning, Business Planning, Pension Planning, Executive Compensation Planning, personal Coach, Retirement Planning, Medicaid Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, CommOptions, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, BuySell, Compensation Plans

Data Provided by:
Morgan Stanley
(800) 735-7677
6305 Waterford Blvd. Suite 240
Oklahoma City, OK
 
Morgan Stanley
(800) 877-8651
2200 South Utica Place Ste 500
Tulsa, OK
 
Mr. John G. Gillespie (RFC®), CEP
(405) 491-0235
6632 NW 39th Exp
Bethany, OK
Company
Access Financial Group, Inc.
Qualifications
Education: Mr. Gillespie, CEP, RFC®, received his Bachelor of Science degree from Trevecca Nazarene University, in Nashville and is a Certified Estate Planner, Certified Trust Specialist and Registered Financial Consultant. AFG is guided by Mr. Gillespie’s experienc
Years of Experience: 28
Membership
IARFC, NICEP
Services
Invoice, Estate Planning, Portfolio Management, Retirement Planning, Tax Planning, Seminars Work, Stocks and Bonds, Mutual Funds, Precious Metals, Annuities, Life Insurance, Long Term Care Insurance, Group Insurance, Charitable Planning, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Mr. Malachi P. Sturlin (RFC®), CFP
(405) 491-0235
6632 NW 39th Exp
Bethany, OK
Company
Access Financial Group, Inc.
Qualifications
Education: Bachelor - Southeastern Oklahoma State, Associate of Arts - Rose State College, Associate of Applied Science - University of the Air Force, Certificate in Financial Planning - Oklahoma City University,
Years of Experience: 8
Membership
IARFC, FPA
Services
Invoice, Estate Planning, Business Planning, Portfolio Management, Pension Planning, Retirement Planning, Medicaid Planning, Seminars Work, Employee Benefits, Family Offices, Stocks and Bonds, Mutual Funds, Collectable Coins , Precious Metals, CD Banking, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Charitable Planning, Education Plan, Charitable Foundations, Asset Protection, BuySell, Compensation Plans

Data Provided by:
Mr. Roger D. Dunham (RFC®), RHU
(918) 587-4244
1529-B West Rogers Blvd
Skiatook, OK
Company
H - D Securities, LLC
Qualifications
Education: BS
Years of Experience: 35
Membership
IARFC
Services
Invoice, Retirement Planning, Employee Benefits, Stocks and Bonds, Mutual Funds, Annuities, Life Insurance, Disability Income Insurance, Long Term Care Insurance, Medical Insurance, Group Insurance, Charitable Planning, Healthcare Accounts, Charitable Foundations, Asset Protection, Compensation Plans

Data Provided by:
Morgan Stanley
601 Sw C. Avenue Suite 100
Lawton, OK
 
Morgan Stanley
(888) 223-7955
1489 E 15Th Street, Ste 164
Edmond, OK
 
Data Provided by:

Stock Market Basics

Q: I have never invested in the stock market and was wondering what is typically recommended for a single income salary?

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Congratulations! You are joining the ranks of the individual investor. Before you being investing in the stock market, there are a few places you should put your money. First, make sure you have at least 3 months of expenses saved in savings account or money market fund. At the same time, you also want to make sure you are contributing to a retirement account; either through a 401(k) at your work or a ROTH IRA. Try and take advantage of the maximum amount these retirement plans allow you to save ($15,500 to a 401(k) and $5,000 to a ROTH IRA). Once you have checked these two items off your financial checklist, and you would like to begin investing in the stock market, a mutual fund is the best place to start. Ideally, contribute as much as your salary lets you! Make sure you are diversified; a Moderate Allocation mutual fund can help serve that need.


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