Windle Wealth

at 5740 NW 132nd St, Oklahoma City , 73142 United States

1. Bank/Financial Services

At Windle Wealth, we do things a bit differently. We are a wealth management firm located in Oklahoma City with 2 goals. 1.)To help our clients manage their finances, investments, and future with an open mind and an independent thought process. 2.). Helping people understand the pitfalls of our industry and why the term, "Financial Advisor" isn't always synonymous with "Knowledge". We do this a few different ways. First, we aren't here to impress anyone with a new suit. You might just catch us at the office in shorts, in fact you probably will. So much of our industry is bombarded with suits and ties and smooth lines, but does that really constitute knowledge? We can be ourselves because we are confident in our abilities to help you pursue whatever financial goal that you are shooting for. We also aren't caught up in the sales process of large firms at your expense. So many firms are teaching their "Advisors" the sales process and hardly anything about actually managing your money. We believe in continuing to educate ourselves and to continue to question everything to constantly stretch our knowledge base. We can leave the sales process to another industry. Most of all, we are here to do what is right, not only for you but for the industry as a whole and sometimes, that means doing things in a different way. **Securities offered through LPL Financial, member FINRA/SIPC (www.finra.org and www.sipc.org). Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Windle Wealth, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.windlewealth.com**

Company Rating

1070 FB users likes Windle Wealth, set it to 5 position in Likes Rating for Oklahoma City, Oklahoma in Bank/Financial Service category

Summary

Windle Wealth is Oklahoma City based place and this enity listed in Bank/Financial Services category. Located at 5740 NW 132nd St OK 73142. Contact phone number of Windle Wealth: (405) 261-5202