Wilshire-Pennington Group

www.wilshire-pennington.com

The Wilshire-Pennington Group is dedicated to wealth enhancement, exclusively for doctors. Our goal is to help doctors save more of what they earn, and reduce financial uncertainty. Our services are specifically geared toward clients who manage practices and need specialized planning that covers business needs as well as personal. The Wilshire-Pennington Group offers: -Estate Planning Guidance -Insurance -Investment Management -Tax Reduction Strategies -Employee Benefit Planning

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The Wilshire-Pennington Group is dedicated to wealth enhancement, exclusively for doctors. Our goal is to help doctors save more of what they earn, and reduce financial uncertainty. Our services are specifically geared toward clients who manage practices and need specialized planning that covers business needs as well as personal. The Wilshire-Pennington Group offers: -Estate Planning Guidance -Insurance -Investment Management -Tax Reduction Strategies -Employee Benefit Planning

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Country

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State

Oklahoma

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City (Headquarters)

Oklahoma City

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Industry

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Employees

1-10

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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

  • Chief Investment Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Director

    Email ****** @****.com
    Phone (***) ****-****
  • Managing Principal

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisors

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

Technologies

(19)

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