1522 Financial
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1522 Financial, based in Tulsa, OK, specializes in tailored wealth management services for busy professionals, focusing on personalized financial planning that aligns with individual goals. The firm emphasizes a modern and flexible approach, helping clients navigate the complexities of growing wealth while managing investments, tax burdens, and retirement planning.
Founded by Philip Mock, who recognized the need for customized financial solutions over cookie-cutter approaches, 1522 Financial prioritizes the unique needs of each client. Their objective is to provide transparent and adaptable strategies that empower clients to build their legacy and achieve financial dreams with peace of mind.
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