Burns Wealth Management Inc 9401 Cedar Lake Avenue Category: Financial Advisory Services
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Company representatives
Jake Burns, Intern
About Burns Wealth Management Inc
Financial Planning, Wealth Management and 401k Pension Plans.
Burns Advisory Group is Oklahoma's leading independent wealth management firm committed to meeting clients' needs and assisting them to achieve their aspirations. BAG provides investment advice and wealth management to select successful individuals and families. BAG professionals help clients identify, evaluate and comprehensively address planning matters and risks that are relevant to their unique set of circumstances and objectives. Burns Advisory Group is in business as a Security and Exchange Commision (SEC) registered Investment Advisor. BAG is located in Oklahoma City with an adttional office in Connecticut and has $390 million assets under management and advisement.
Products and Services
- Asset Allocation
- Porfolio Design
- 401k Pension Plans
Business categories
- Financial Planning Consultants
- Pension and Retirement Plan Consultants
Employees
10 to 19
Years In Business
28
Rating
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