Our mission for clients is to use safety and guarantees, (Financial Anchors) in all strategies of wealth creation in Retirement plans and Investments. We use Annuities, Life Insurance, Health Insurance and Long-term Care Insurance in accomplishing goals for our clients, which allows them to "go to bed well and sleep easy."
I met Joe several years ago
Kerry C. —
I have been a client of Bedwell Financial for over 15 years. Joe has been able to provide reliable products that were not
It can be challenging to navigate the waters of investing, planning for retirement and leaving a legacy. Let us help. Check out Jeri's background on FINRA BrokerCheck. Securities and Investment Advisory Services offered through Woodbury Financial Services, Inc. Member FINRA, SIPC and Registered Investment Advisor.
Insurance services offered through
At Tulsa, OK based financial planning firm, SageOak Financial, LLC, your financial advisor's advice is rooted in timeless biblical wisdom and truth, backed up by decades of research in the field of financial science. If taking care of your family, reaching your financial goals, and being a good steward of your money is important to you, contact us today
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