Exencial Wealth Advisors

Exencial Wealth Advisors

金融服务

Oklahoma City,OK 4,733 位关注者

Exencial is a leading independent wealth management firm providing leadership to our clients.

关于我们

Exencial is a leading independent wealth management firm. We are a Registered Investment Advisor (RIA). That means our loyalty is exclusively to our clients. We are privately owned and independent of the conflicts of interest associated with Wall Street Brokerage firms. We provide personal recommendations only after a thorough assessment of your finances and aspirations. Exencial provides financial planning, tax planning, portfolio management, and executive compensation and planning. Most importantly, we provide leadership to our clients in their quest for financial security: leadership to provide an honest and realistic assessment, leadership to help make critical decisions and leadership to act intelligently when others hesitate.

网站
https://www.exencialwealth.com
所属行业
金融服务
规模
51-200 人
总部
Oklahoma City,OK
类型
私人持股
创立
2003

地点

  • 主要

    9108 N. Kelley Avenue

    US,OK,Oklahoma City,(405) 478-1971

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  • 2601 Network Blvd.

    Suite 400

    US,TX,Frisco,(972) 985-7162

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  • 83 Halls Road

    205

    US,CT,Old Lyme,(860) 434-5999

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  • 7373 S Broadway

    Suite 400

    US,Texas,San Antonio,(210) 738-3888

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