Ironhorse Investments & Estate Planning/ Steven D. Kaestner P.C.
About the Business
Ironhorse Investments & Estate Planning/ Steven D. Kaestner P.C. is a finance and legal institution located at 15401 North May Avenue in Edmond, Oklahoma, United States. Specializing in wealth management for individuals, families, nonprofits, and foundations, our experienced team provides comprehensive financial, estate, and tax planning guidance to help clients reach their financial goals. As an independent firm, we are dedicated to enhancing the lives of our clients and communities. Securities are offered through Saxony Securities, Inc. Member FINRA/SIPC, and Investment Advisory Services are offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. Contact us today to see how we can help you secure your financial future.
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Location & Phone number
15401 N May Ave #500, Edmond, OK 73013, United States
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"OMG! They made our estate planning so easy. Lori took the time to explain all of the documents and we we were able to set everything up in about 90 minutes! Highly recommend!!"
"04/20/2022 - An appointment to meet was made and I had used MetLife legal services to find this service. Last minute something came up on my end and was not able to attend the meeting. However, I called back as soon as I was able to and apologized. Unlike most businesses Lori (wife of attorney) stated that the attorney that was assigned to me is now busy and that I should look for some other attorney. This after keeping my money without even doing any work for me. DO NOT use them as they don't have the patience and business ethics to work with their clients. Glad I found this out sooner than later."
"I am so glad I found Ironhorse Wealth Management to guide me as I setup a trust, financial plan for retirement and estate plan. Steve and his family are all very engaged and knowledgeable in the many services they offer to make sure my money is safely making money. They took time to explain things so that I understand and feel confident and assured I am invested properly. I highly recommend Ironhorse to those looking for a trustworthy Financial Planners, they are top notch in every way and treat me and my son like family."
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