Oklahoma Nesties
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S/O Investment/saving--recommend your investing person
I am looking for someone to help me with investing and stuff since S mostly took care of that and I just told him if I didn't agree. I don't know much about it. Any recs?
Re: S/O Investment/saving--recommend your investing person
We met up with Dave Ramey's ELP in Edmond a couple of years ago, Shaw Financial. We planned to set up an ESA for Cooper. He actually sent us away because we weren't officially to that baby step yet. I was kind of shocked he did that, but it meant a lot to me because I realized he really was trying to look out for our best interest. They were really thorough, helpful and informative. Definitely had the heart of a teacher!
ETA: http://www.shawfinancialinc.com/new/shawfinancialinc/