Dennis Packard
Financial Consulting Oklahoma City
- Landline
- +18337526333
- @edelmanFE
- EdelmanFinancialEnginesOklahomaCityOK
- Website
- www.edelmanfinancialengines.com
Description
Early in my career, I served as an investment consultant and retirement specialist, helping clients with their financial and retirement planning. In 2006, I transitioned to a new firm and was instrumental in crafting their client-first, collaborative service strategy. My wife, Keri, taught in Oklahoma City public schools for 17 years, and our daughter, Kaitlyn, is studying economics at Oklahoma State University. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Keywords Financial Advisor, Financial Planner, Retirement Planner, Investment Management, Investment Advisor, Financial Services, Wealth Management, Wealth Advisor, Wealth Adviser, Wealth Management Firm, Financial Planning Firm, Financial Firm, Retirement Planning Services.
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Financial Consulting+18337526333 +18337526333 +18337526333
Map 13921 Quail Pointe Drive
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