Rcb Financial Services

Renfro Investments Carl is a financial services firm based in Ponca City, OK, specializing in investment management and financial planning for individuals and businesses. With a focus on personalized strategies and long-term wealth building, Renfro Investments Carl helps clients navigate the complexities of the financial markets to achieve their financial goals. Generated from their business information

Specialized solutions for: Retirement planning, women business owners, multi-generational succession planning, concentrated stock options, divorce, and dependents with special needs, among others. Deep experience working with: C-suite professionals, engineers, technology leaders, entrepreneurs, physicians, and many other professions. We're proud that nearly half of our client-facing team firm-wide are women.

Bivin & Associates, Inc., now a part of Mercer Advisors, is a full-service wealth management firm located in Ponca City, OK. With extensive expertise in managing clients' wealth, they offer customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services, providing comprehensive solutions for all aspects of their clients' financial lives. As investment adviser representatives of Mercer Global Advisors Inc., Bivin & Associates, Inc. combines their robust offerings with the resources and services of Mercer Advisors, enhancing the overall client experience. With a focus on helping individuals and businesses achieve economic freedom, they provide expert guidance and solutions to navigate the complexities of wealth management.Generated from the website