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Soard Financial Management, LLC

4.0

About this business

Thisa financial services firm that helps clients develop a financial plan for retirement and insurance. 

Location details

1913 W 33rd St #120, Oklahoma City, OK, 73013, United States

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WeekdayScheduleStatus
Mon9:00 a.m. to 5:00 p.m.
Tue9:00 a.m. to 5:00 p.m.
Wed9:00 a.m. to 5:00 p.m.
Thu9:00 a.m. to 5:00 p.m.
Fri9:00 a.m. to 5:00 p.m.
SatClosed
SunClosed
4.04 reviews
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Minda P.'s profile image
Minda P. 
3 years ago

I was a client of soard for over 2 years in the best market possible my account should have doubled. Unfortunately, due to mismanagement and pure inept business practices I not only lost part of my IRA funds but they were still taking 1% earnings regardless of whether I made money or not. Shame on Soard!!! They shouldn't be in the money management business. I am now with a company that gets paid for performance, if I don't make money...they don't make money!!! 

Frequently asked questions about Soard Financial Management, LLC

How is Soard Financial Management, LLC rated?

Soard Financial Management, LLC has a 4 star rating with 4 reviews. 

When is Soard Financial Management, LLC open?

Soard Financial Management, LLC is closed now. It will open at 9:00 a.m. 

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