Where You are the Captain and I am your First Mate!
"The New Standard In
Personalized Wealth Management"
First Mate Financial Advisors, LLC
- Investment Oversight Services
- Tax Reduction Planning
- Retirement Income & Distribution Planning
- Family Wealth Planning & Business Succession Planning
- Client Service & Consistent Communication
5505 E 51st St Tulsa,
Bus. (918) 794-5544 Fax (877) 822-9961
Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.