Credent Wealth Management - Oklahoma City Fee-Only Financial Planner
5700 Northwest 130th Street, Oklahoma City, Oklahoma 73142
About the Business
Credent Wealth Management is a Fee-Only Financial Planner located in Oklahoma City, Oklahoma. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. We believe in transparency and integrity, which is why we operate on a fee-only basis, ensuring that our clients receive unbiased advice that is in their best interest. Whether you are planning for retirement, saving for a major purchase, or looking to build wealth, Credent Wealth Management is here to help you navigate the complexities of financial planning. Visit us at 5700 Northwest 130th Street to learn more about how we can help you secure your financial future.
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Contacts
5700 NW 130th St Suite 1, Oklahoma City, OK 73142, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews
"The whole Miller Private Wealth team has been extremely helpful and responsive in combining and transferring all of our separate 401K accounts from various jobs. My whole family has worked with Tracy and her team for years and have all been pleased with their knowledge and expertise in handling our retirement accounts."
"Tracy Ann Miller has been my wealth advisor since 1997. She has done an excellent job managing my account. She is always available to answer any questions I might have about my account. She is very prompt in responding to your needs, questions or concerns. She is very personable yet professional. I appreciate all the information and advice she provides concerning my account. I can highly recommend her to anyone that is looking for someone that is knowledgeable, well informed, and handles your money as though it is hers."
"Jason Sauer of Miller Private Wealth has impressed me with his professionalism and knowledge of the investments industry. I'd recommend his services to anyone who is seeking investment advisory services."
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