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Are you ready for retirement? Here are five words you should consider. We Place Your Interests First. Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement. A Living Trust Primer. Keep Your Umbrella Handy.

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Apex Financial Solutions

Charles Wallin

2816 N.W. ●●●●●●●●●●t Suite103

Okla●●●●City , OK, 73139

US

1.40●●●●7649

kt●●●●●●●●●@cox.net

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Apex Financial Solutions

Charles Wallin

2816 N.W. ●●●●●●●●●●t Suite103

Okla●●●●City , OK, 73139

US

1.40●●●●7649

kt●●●●●●●●●@cox.net

View this contact

Apex Financial Solutions

Charles Wallin

2816 N.W. ●●●●●●●●●●t Suite103

Okla●●●●City , OK, 73139

US

1.40●●●●7649

kt●●●●●●●●●@cox.net

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Are you ready for retirement? Here are five words you should consider. We Place Your Interests First. Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement. A Living Trust Primer. Keep Your Umbrella Handy.

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Home | Apex Financial Solutions | apexokc.com Reviews

https://apexokc.com

Are you ready for retirement? Here are five words you should consider. We Place Your Interests First. Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement. A Living Trust Primer. Keep Your Umbrella Handy.

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apexokc.com

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Featured Links

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Listed below are links to web sites that may be of interest to you. Feel free to visit these web sites. J Michael Entz's website. This is the website of J. Michael Entz, Attorney and Counselor at Law and Financial Representative. Fit To Retire Complimentary Assessment. This is the website of Certified Fit-To-Retire Coach, David Wallin. Discover Your Risk Number! 160;- This is a complimentary assessment powered by RiskAlyze. Sign up for my Newsletter. 2816 N.W. 58th Street.

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Our Qualifications

http://www.apexokc.com/p/our-qualifications

We have been working with individuals and businesses in the area for several years. Each of our agents has extensive personal and professional experience. Many hold various professional designations, and qualified representatives are registered and licensed to sell a variety of investment and insurance products. We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances.

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Our Services

http://www.apexokc.com/p/our-services

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:. Insurance and annuity products. Sign up for my Newsletter. Error processing your request. Please try again at a later time.

4

Retirement | Apex Financial Solutions

http://www.apexokc.com/resource-center/retirement

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, Social Security, and personal savings and investments are expected to play a role. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources. A Fruitful Retirement: Social Security Benefit. Taking your Social Security benefits at the right time may help maximize your benefit. Should You Ever Retire?

5

Tax Resources | Apex Financial Solutions

http://www.apexokc.com/tools/tax-resources

Click on one of the categories below to find forms, explanations, and other tools to help you manage your taxes. A list of important dates from the federal tax calendar. A full set of downloadable forms from the IRS. A full set of downloadable publications from the IRS. Tables to enable you to find your federal marginal income tax rate. Sign up for my Newsletter. Error processing your request. Please try again at a later time. Check the background of your financial professional on FINRA's BrokerCheck.

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Investing Consultant - Investment Directory

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Investing Consultant Websites - Financial Advisors and Investment Directory. Invest in Georgia - Georgian National Investment Agency. Georgian National Investment Agency is a sole public agency responsible for promoting and facilitating foreign direct investment in Georgia; True One-Stop Shop for comprehensive information on investment opportunities in Georgia; Number 1 Local Partner for Investors. Http:/ www.investingeorgia.org/. Alliance Consulting China Ltd. Amerigo Corporate Finance Partners, LLC.

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Apex, Inc was established in 1984 under the governance of a volunteer board of directors as a 501C3 corporation with a purpose to provide desirable employment and residential options for persons with significant mental and /or physical challenges. Apex provides employment to persons with developmental disabilities with the aim to provide services that empower individuals with disabilities, provide opportunities to achieve independence and become fully participating members of our community and society.

apexokc.com

Home | Apex Financial Solutions

Are you ready for retirement? Here are five words you should consider. We Place Your Interests First. Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement. A Living Trust Primer. Keep Your Umbrella Handy.

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