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Amy M. Hubble, CFP®, CTFA

Heritage Trust Company

2802 W Country Club Dr
Oklahoma City, OK 73116
Phone: (405) 848-8899
Fax: (405) 848-8805

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Household Income Minimum: $0
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Estate Planning
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Tangible Assets
  • Succession Planning
  • Sudden Wealth
  • Special Needs
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.