Business claimed
Last updated: 3 months ago
Listed in:
Financial Planning
,
Investment Services
About Dennis Packard
Early in my career, I served as an investment consultant and retirement specialist, helping clients with their financial and retirement planning. In 2006, I transitioned to a new firm and was instrume Go to full description...
Contact information
Phone numbers
Business hours
M-F 8:30am-5pm, Sa-Su Closed
Business website
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Additional business details
Early in my career, I served as an investment consultant and retirement specialist, helping clients with their financial and retirement planning. In 2006, I transitioned to a new firm and was instrumental in crafting their client-first, collaborative service strategy. My wife, Keri, taught in Oklahoma City public schools for 17 years, and our daughter, Kaitlyn, is studying economics at Oklahoma State University.
Services:
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management