Troy E. Jones,  CFP<sup>&reg;</sup> - Financial Advisor

Troy E. Jones, CFP®

CEO

Access Financial Resources, Inc.

3621 NW 63rd St, Ste A1
Oklahoma City, OK 73116
FINANCIAL ADVISOR'S WEBSITE
(405) 848-9826

General

Troy Jones is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Access Financial Resources, Inc. in Oklahoma City, OK and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CeFT candidate (certified financial transitionist)

Insurance Licenses

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Asset Allocation, Investment Management, Employee Benefits, Life Planning, Retirement, Succession Planning, Sudden Wealth

More

Helpful Financial Planning Resources