Broker Check

3720 East 31st Street
Tulsa, OK 74135

David Bogle

(918) 743-9861 ext. 2715

 

Our Products and Services

We provide assistance in the following areas:



Investment Services

  • Mutual Funds
  • Tax Exempt Bonds
  • Corporate Bonds
  • Stocks
  • Fixed, Variable and index Annuities
  • Immediate Income Annuities
  • Roth and Traditional IRAs
  • Brokerage Accounts
  • College 529 Plans
  • SEP IRA
  • Simple IRA
  • Unit Investment Trust



Financial Planning Services

  • Retirement Plan Rollovers 
  • Retirement Income Distribution Planning
  • Tax Reduction Strategies 
  • 401K  
  • 403(b)
  • College Plans
  • Estate Planning
  • Social Security Income Planning