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Castleview Wealth Advisors
- Financial Services
- Oklahoma City, OK
About this business
Location details
9112 N. Kelley Ave, Ste. B-2, Oklahoma City, OK, 73131, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 12:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Mentoring Your Mission - Jake Shares the Keys to Entering the Financial Services Job Market
You are invited to join us for a webinar hosted by Kendall King, who has over 15 years of experience working with the BP retirement plan. This is for BP employees who have lost their job and/or decided to retire due to the circumstances. We think this webinar will bring great value to their individual situations. Please join us on either September 1st from 12:00 PM-1:00 PM or September 3rd from 10:00 AM-11:00 AM as Kendall discusses the critical decisions you need to make to maximize your BP retirement and benefits. To regis... read more
Tune in on August 26th for tips on how to financially get your business back on track! Making a comeback from the pandemic, while turning your business around for the better. Join us at 9:00am or 12:00pm via Webinar. Please message us for details on how to sign up!
We are excited to announce our newest team member, Reagan Ellis, as Castleview continues to grow our team. As Client Services Administrator, she is responsible for client requests, scheduling, marketing, and other value-adding activities. Reagan is originally from Mansfield, Texas, and graduated from the University of Oklahoma with a BA in human relations. During her time at the university, she was involved in many service learning projects and was an active member and leader in her sorority, Kappa Kappa Gamma. Prior to join... read more
Upcoming Webinar In the link below, you will find an invite to our latest webinar "Take Control of Your Day - Hosted by Castleview Wealth Advisors." In this webinar, the fantastic team at Productive Power will run us through six easy steps to help improve our overall efficiency and time when using technology. This webinar will take place July 23 from 12:00 PM CST - 1:00PM CST. We hope you will be able to join us. https://productivepower.pages.ontraport.net/castleview
In this article, one of our advisors, Drew Garner, discusses how we should expect small value companies to perform amid market volatility.
Don't panic over stock market losses https://oklahoman.com/…/5657529/dont-panic-over-stock-marke…
Frequently asked questions about Castleview Wealth Advisors
How is Castleview Wealth Advisors rated?
Castleview Wealth Advisors has a 5 star rating with 29 reviews.
When is Castleview Wealth Advisors open?
Castleview Wealth Advisors is closed now. It will open tomorrow at 8:00 a.m.
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