Journey Financial Strategies

Journey Financial Strategies, located at 10416 Greenbriar Parkway in Oklahoma City, Oklahoma, is a finance institution dedicated to helping individuals create a legacy of love and financial security. Specializing in life insurance, they prioritize making sure their clients are prepared for the worst-case scenarios.

The institution works closely with professional advisors from New York Life Insurance Company to provide top-notch service and expertise. Srikant Jonnada, a licensed agent with New York Life, offers insurance products through various independent companies in multiple states including OK, TX, MO, FL, and CO. Additionally, he is a Registered Representative with NYLIFE Securities LLC, offering securities products and services to residents in OK, TX, CA, MO, FL, and CO.

Journey Financial Strategies is not affiliated with NYLIFE Securities LLC or its affiliates, but works with agents like Samit Patel and Robert Cohran who are licensed to sell insurance through New York Life in states such as Oklahoma, Georgia, and Florida. They ensure that no insurance business is conducted outside of the specified states.

Clients can rest assured that they are in good hands with the experienced professionals at Journey Financial Strategies. Be sure to check the background of these investment professionals to see their qualifications and expertise.