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Details

Helping you get where you want to be.

General Info

Design, Consulting, and Administration of Qualified Retirement plans including 401(k), Profit Sharing, Money Purchase, and Defined Benefit plans. Documents for 125 plans available

HoursCLOSED NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 918-682-3260

Extra - 918-683-1951

Address:
215 State St Ste 902 Muskogee, OK 74401
Email:

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Category
Pension & Profit Sharing Plans
Services / Products
Design, Consulting, & Administration of Employee Benefit Programs
Payment Options
check, cash
Brands
Various investment firms
Location
Located in the Severs Building on the 9th Floor Please call before arrival to be sure of availability (Office hours are typical--not absolute)
Amenities
Profit Sharing, 401(k) Plans, Pension Plans, 125 Documents, Quarterly or Annual Reports, IRS filings
Accreditation

Agents, brokers & accountants

Associations
American Society of Pension Professionals and Actuaries
Suggest an Edit
Data provided by one or more of the following: Thryv, Data Axle, Yext.