McGuire Capital

James Oplotnik with Access Advisory Group LLC has been serving the area since 1985. He handles Financial Planning, Wealth Management, Employee Benefits, and more. Call him to help secure your financial future.

Arrow Investment Management is a leading financial planning firm based in Oklahoma City, offering custom investment, retirement, and goal-based plans to help clients achieve financial freedom. Their low-fee ETF portfolios are tailored to individual goals and interests, while their lifelong financial planning services aim to generate and preserve wealth for families. With a team of fiduciary advisors who prioritize ethics and client service, Arrow strives to make low-fee wealth management accessible to everyone, not just the ultra-wealthy. Arrow's comprehensive services include financial planning, investment management, estate and retirement planning, as well as small business plans. They emphasize the importance of working with a CERTIFIED FINANCIAL PLANNER (CFP) who undergoes rigorous certification processes and acts as a fiduciary to clients. With a focus on helping clients prepare for retirement and implementing customized goal-based plans, Arrow aims to provide exceptional performance and low-cost investments to support clients' financial goals.Generated from the website

Visit a Fidelity Investor Center for a variety of financial planning, wealth management, retirement, investment, and brokerage services. Schedule a complimentary planning appointment online or by calling your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.