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Details

While developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

General Info

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals

HoursOPEN NOW
Regular Hours:
Mon - Fri

Contact Info

Phone:

Main - 405-721-8558

Address:
105 N Union Ave Shawnee, OK 74801
Email:

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Category
Financial Services
Services / Products
Certified Public Accounting. • Accounting • Bookeeping • Payroll • Accounting Software Support • Tax management • Income tax return preparation services • IRS Tax Notice analysis and representation •Tax planning • Investment management* • Retirement strategies* • Estate conservation • Insurance and annuity products* We have clients throughout the state of Oklahoma. *These services are offered by David Bott through his affiliation with H.D. Vest Investment Services SM and H.D. Vest Advisory Services SM.
Payment Options
cash, check
Location
9212 North Rockwell Avenue Suite #115 Oklahoma City, OK 73132 The Oklahoma City site is located at 9212 N. Rockwell, Suite 115. This office is approximately 2/3 mile north of Northwest Expressway and 1/3 mile south of Britton Road.&
Data provided by one or more of the following: Thryv, Data Axle, Yext.