Client Review Meeting: Norman Office
This 45-minute meeting is a chance to check in, review your financial plan, and make any needed adjustments based on recent changes in your life or goals. We’ll talk through updates, answer any questions, and ensure your plan stays on track. After booking, you’ll receive a confirmation email with parking info and a quick list of documents to review beforehand.
45 minutes
Client Review Meeting: Norman Office
This 45-minute meeting is a chance to check in, review your financial plan, and make any needed adjustments based on recent changes in your life or goals. We’ll talk through updates, answer any questions, and ensure your plan stays on track. After booking, you’ll receive a confirmation email with parking info and a quick list of documents to review beforehand.
45 minutes
Financial Planner with Cetera Investment Advisers LLC. Securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity. 717 WALL STREET, NORMAN, OK 73069