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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
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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
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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.
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NOT A BANK DEPOSIT - NOT FDIC INSURED - NOT
INSURED BY ANY FEDERAL GOVERNMENT AGENCY - NOT GUARANTEED BY THE
BANK - MAY GO DOWN IN VALUE |
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Securities are offered by UVEST Financial
Services, Member NASD/SIPC. UVEST and Oklahoma Financial
Services Agency are independent entities. |
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