Rto Investments Inc

Sooner Wealth Investments LLC is a financial services company based in Norman, OK, specializing in investment opportunities and wealth management solutions. With a focus on personalized strategies and client-centric approach, the company aims to assist individuals and businesses in achieving their financial goals. Generated from their business information

HistoryTerry is a leading provider of wealth management and individual financial advice. Since 1971, Terry Kingsbery has worked as a securities representative and financial planner. Terry has been acting in the best interests of his clients since his arrival in Norman a little more than 20 years ago. Starting his career in Lubbock, TX, Kingsbery has gone on to obtain a long list of accomplishments. He has been recognized as a leading provider of wealth management for the Central region of the U.S. by Goldline research, acknowledged as a Best Investment Firm and Securities by the Norman Transcript, saluted by Employee Benefit Advisor Magazine, and published in Forbes Magazine.SpecialtiesInvestment Counseling Services, Inc., led by Terry Kingsbery provides independent investment advice. Terry and his staff diligently analyze your current assets and existing plans to create a clear pathway to a comfortable financial future. Our objective is to provide fee-only, fiduciary driven, private investment advice and counseling while maintaining a premium on financial literacy and education for my clients. We specialize in personal investment guidance, 401K plan allocations and management, and OU retirement plans and management by providing active financial strategies critical for today's global economy. No transaction costs, no cancellation fees, and no commissions. Life is a journey based on your specific goals, tolerance for risk, and timeline we prepare a detailed plan to get you where you want to be and when you want to arrive