Penney Wise Wealth Advisors

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10900 Hefner Pointe Dr Ste 302

Oklahoma City, OK 73120

+1 (405) 418-7629

http://www.penneywisewa.com

Penney Wise Wealth Advisors is an independent investment management firm based in Oklahoma City, OK, offering comprehensive financial planning and investment management services to retirees, executives, professionals, and business owners. With access to a wide range of unbiased financial strategies, they guide clients in strategically managing their wealth in line with their financial goals.

As experts in retirement planning, insurance, estate planning, investment management, tax planning, executive compensation plans, gifting strategies, and real estate investments, Penney Wise Wealth Advisors helps clients at every stage of their financial journey, from prioritizing savings and setting goals to creating income plans and managing retirement portfolios for long-term sustainability.

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Susan is honest, forthright, and exceptionally driven to help her clients grow their wealth. Her office is conveniently located, as well. (That's a great boon for those of us who have little free...

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