Gaddis and Gaddis Wealth Management, LLC

www.gaddisandgaddis.com

No matter what your situation, you can benefit from financial planning. Parents need to begin planning and saving for their children's college expenses. New employees should think about beginning their retirement savings plan. Near-retirees have to look into distribution options for their company plans. Business owners of every size may appreciate help setting up and maintaining their company's retirement plan. And, retirees seek to preserve their money throughout their life and still have enough to pass along. Talking to one of our Oklahoma financial advisers may help no matter what your personal needs are. We are the planning professionals; offering you guidance through your individual situation. As independent financial advisers, Gaddis & Gaddis have nearly 30 years of experience to offer you. Let our Oklahoma CERTIFIED FINANCIAL PLANNER™ (CFP®) get started with your personal wealth management plan today! Third party posts found on this profile do not reflect the views of Kestra Financial and have not been reviewed by Kestra Financial as to accuracy or completeness. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Gaddis & Gaddis Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. www.finra.org www.sipc.org

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No matter what your situation, you can benefit from financial planning. Parents need to begin planning and saving for their children's college expenses. New employees should think about beginning their retirement savings plan. Near-retirees have to look into distribution options for their company plans. Business owners of every size may appreciate help setting up and maintaining their company's retirement plan. And, retirees seek to preserve their money throughout their life and still have enough to pass along. Talking to one of our Oklahoma financial advisers may help no matter what your personal needs are. We are the planning professionals; offering you guidance through your individual situation. As independent financial advisers, Gaddis & Gaddis have nearly 30 years of experience to offer you. Let our Oklahoma CERTIFIED FINANCIAL PLANNER™ (CFP®) get started with your personal wealth management plan today! Third party posts found on this profile do not reflect the views of Kestra Financial and have not been reviewed by Kestra Financial as to accuracy or completeness. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC, Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS) an affiliate of Kestra IS. Gaddis & Gaddis Wealth Management, LLC is not affiliated with Kestra IS or Kestra AS. https://bit.ly/KF-Disclosures This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872. www.finra.org www.sipc.org

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Country

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State

Oklahoma

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City (Headquarters)

Ada

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Employees

1-10

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Founded

1995

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Estimated Revenue

$1,000,000 to $5,000,000

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Social

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Potential Decision Makers

  • Founder / Owner

    Email ****** @****.com
    Phone (***) ****-****
  • Financial Advisor

    Email ****** @****.com
    Phone (***) ****-****

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