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Investment Services

Oklahoma Financial Services Agency
LOCATED AT Oklahoma Bank and Trust Co.

605 Frisco Avenue, Clinton, Oklahoma 73601
(580) 323-2345

 

Our commitment to customer service sets us apart from the competition. That is why there is no obligation or charge for any meeting. And, we offer you a broad range of financial solutions to meet your needs.

Investment Selections:

  • Securities Brokerage Services
  • Mutual Funds
  • Retirement Accounts
  • Tax-Deferred Annuities
  • Fixed Income Products

Insurance:

  • Whole Life
  • Term Life
  • Long Term Care
  • Disability Income Insurance

 

We are licensed to sell securities and insurance in the following states: Oklahoma, Missouri. We cannot communicate with, nor respond to requests from, users who do not reside in states in which we are licensed to sell insurance/securities.

NOT A BANK DEPOSIT - NOT FDIC INSURED - NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE BANK - MAY GO DOWN IN VALUE

Securities are offered by UVEST Financial Services, Member NASD/SIPC.  UVEST and Oklahoma Financial Services Agency are independent entities.