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Retirement Planning | Sooner Retirement
5222 East 69th Place, Tulsa, Oklahoma 74136
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About the Retirement Planning | Sooner Retirement
Retirement Planning | Sooner Retirement is a finance institution located at 5222 East 69th Place, Tulsa, Oklahoma, United States. Our team specializes in researching annuities to help you retire confidently. We provide expert advice on which annuities can offer the greatest advantages during your retirement planning session. Don't settle for incomplete information from annuity salespeople - let us guide you towards a secure financial future. Our goal is to help you bridge the retirement income gap and ensure you have enough funds to cover essential expenses in your golden years. If you've recently transferred funds from a retirement savings account to a personal IRA, we can help you make the most of your investments. With interest rates on the rise, we can also assist you in navigating the impact on home mortgages and fixed income investments. Trust Retirement Planning | Sooner Retirement to provide personalized solutions for your financial needs.
Photos of Retirement Planning | Sooner Retirement
5222 E 69th Pl, Tulsa, OK 74136, United States
Opening hours of Retirement Planning | Sooner Retirement
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 of Retirement Planning | Sooner Retirement
"James is a financial advisor I trust. I found him on website. He is knowledgeable and patient. He spents time with you fot what you have in concern. If you are looking for somebody to help with your retirement planning ,James is my recommendation."
"James is a true professional and excellent representative in his field. He is not only very knowledgeable, but transparent with the information that he is sharing. He is a patient educator and his follow up/follow through is always prompt. I never felt pressured or pushed when it came to making a choice of which product to purchase (income annuity) - and I took a long time to decide. I would recommend James to any of my friends or family knowing that they would be taken care of in the same manner."
"James has helped us a lot, before and after our retirement. He is very professional, passionate and knowledgeable. We decided to take his advice on supplemental insurance selection after our meetings with him, he took time to answer all our questions clearly, thoroughly, and patiently. We enjoyed talking with him and appreciated his professional advice, we would recommend him to anyone."
"James was very helpful when he assisted my husband and me a few years ago in finding supplemental insurance. He was very informative and followed up with us afterwards to make sure we were satisfied with our decision. James is very kind and trustworthy, and I would not hesitate to recommend him to anyone seeking help for financial planning."
"James is an entremely customer focused professional that takes the time to ask questions to better understand each individual need. His army background has provided him with a foundation built on timeliness, reliability, and a solid moral compass. I would strongly recommend him for all of your retirement needs!"
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