Roy  Ames,  CFP<sup>&reg;</sup> - Financial Advisor

Roy Ames, CFP®

Financial Advisor

804 S Sweetgum Ave
Broken Arrow, OK 74012
(918) 671-9217

General

Roy Ames is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Broken Arrow, OK and the surrounding communities.

Financial Advisor Overview

Hollistically determine the appropriate risk and asset allocation along with investments to best meet their personal financial objectives, taking into consideration insurance, tax implications, future healthcare needs and their financial goals. Provided bi-annual face to face investment review to make sure investment objectives are being met on an on-going basis.

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance: OK
  • Health/disability insurance: OK

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Job Loss, Startup, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Succession Planning, Starting a Family, Medical & Health Issues, Men's Finances, Nontraditional Households, Women's Finances

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Helpful Financial Planning Resources