Business claimed
Last updated: today
Listed in:
Financial Planning Consultants
,
Investment Services Firms
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
Images and videos (1)
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.
EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.
Services:
Registered Investment Advisors (RIA), Financial Advice, Financial Planning, Retirement Planning, Investment Management