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Step By Step Financial, LLC
- Financial Services
- Broken Arrow, OK
About this business
Location details
121 W Commercial St, Broken Arrow, OK, 74012, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 6:00 p.m. | |
| Tue | 9:00 a.m. to 6:00 p.m. | |
| Wed | 9:00 a.m. to 6:00 p.m. | |
| Thu | 9:00 a.m. to 6:00 p.m. | |
| Fri | 9:00 a.m. to 6:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
I cannot say enough about how wonderful Step by Step Financial has been for my family. Conscientious, extremely ethical, and they went over and above expectations to help us with our financial issues. They were the reason we could sleep at night!
Since I have no clue about stocks & bonds I can trust them to invest in the best plans suited for my needs. The staff is always available whenever I have questions and they have never disappointed me. They were highly recommended and I'm grateful I listened.
Our overall experience with Step by Step Financial (SBS) over the past ten years has been extremely positive. Kevin Jacobs and his team are exceptionally skilled in all aspects of personal financial planning. A holistic approach is taken towards assessing, designing, implementing, and monitoring client portfolios to achieve their individual goals. Investment growth, tax mitigation, and Social Security benefits timing strategies were customized in a manner that ultimately resulted in us now being able to retire. Without the h... read more
We have been with Kevin for years and I have always been impressed with his dedication, knowledge and honesty. He has always been on the lookout for improvements to our portfolio while taking care to keep us informed of all pertinent choices. I would recommend Step by Step to anyone without hesitation.
Frequently asked questions about Step By Step Financial, LLC
How is Step By Step Financial, LLC rated?
Step By Step Financial, LLC has a 5 star rating with 16 reviews.
When is Step By Step Financial, LLC open?
Step By Step Financial, LLC is closed now. It will open tomorrow at 9:00 a.m.
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