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Arrow Investment Management
3030 Northwest Expressway, Oklahoma City, Oklahoma, United States
About the Arrow Investment Management
Arrow Investment Management is a leading financial planning firm located in Oklahoma City, Oklahoma. Our mission is to help clients achieve financial freedom through custom investment, retirement, and goal-based plans. We offer low-fee ETF portfolios tailored to individual goals and interests, as well as lifelong financial planning services to help families generate and preserve wealth. Our team of fiduciary advisors prioritizes ethics and client service, ensuring that all clients receive the respect and diligence they deserve.
Our services include financial planning, investment management, estate planning, tax planning, retirement planning, and small business plans. We believe in the importance of working with a CERTIFIED FINANCIAL PLANNERᵀᴹ to reach financial goals, as CFP® professionals undergo rigorous certification processes and adhere to strict ethical standards.
At Arrow, we focus on providing high-quality investments with low fees and exceptional performance. Our advisors offer ongoing goal-based financial planning to track progress and implement strategies in investing, budgeting, saving, tax planning, estate planning, insurance, and retirement planning. We offer a range of investment options, including low-cost ETFs, monthly fixed income investments, innovation and emerging technology investments, and domestic and foreign stocks.
Financial goals evolve throughout life, and our team is dedicated to tailoring plans to each stage of life to ensure a secure and fulfilling financial future. We provide inspiration through financial freedom quotes, and educate clients on topics such as the "September Effect" in the stock market. Whether you are looking to invest wisely, plan for retirement, or achieve financial independence, Arrow Investment Management is here to support you on your journey to wealth and success.
Photos of Arrow Investment Management
3030 Northwest Expy Suite 300, Oklahoma City, OK 73112, United States
Opening hours of Arrow Investment Management
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Arrow Investment Management
"After a thorough review of my financial situation Arrow was able to suggest several useful changes, such as an umbrella policy to better protect my resources. They also showed that my eventual retirement was a lot closer than I realized, as long as I took the right steps."
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