Edison Wealth Strategies

For over a decade, Edison Wealth Strategies has helped physicians, business owners, and families make financial decisions that shape their lives for the better. We help clients simplify their planning process so they can focus on what really matters to them, like their families, patients, or clients. We believe financial planning doesn’t have to be complicated, and we work with our clients to give them advice that’s simple to follow. Isaiah sees this job as his calling, and intends to be here after you retire, and even when your kids are ready to start planning their own futures. Our goal is for you to enjoy life and have peace of mind about the decisions you make, no matter how your life changes or what challenges you face along the way. We’re here to guide you through each phase of life by providing resources and information that help you optimize your wealth and protect your family and your career. We’ve dedicated time to serving clients in the best ways possible, and with our team’s extensive education and experience, we’re prepared to help you identify your next steps, no matter where you start from. Isaiah Edison is a Financial Advisor with Eagle Strategies LLC, a Registered Investment Advisor. Isaiah Edison is also licensed as an Agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Isaiah Edison is not licensed in all jurisdictions. AR ins lic #14009932. Neither Edison Wealth Strategies nor New York Life Insurance Company, or its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Edison Wealth Strategies is not owned or operated by New York Life Insurance Company or its affiliates. 8905 S Yale Ave, Suite 100 Tulsa, OK 74137 (918)770-4886

网站

https://www.edisonwealth.com

Edison Wealth Strategies的外部链接

所属行业

金融服务

规模

2-10 人

总部

Tulsa，Oklahoma

类型

自有

创立

2009