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Who's right for you.

Matthew R. McGuire, CFP®

Heritage Trust Company

2802 W Country Club Dr
Oklahoma City, OK 73116-4221
Phone: (405) 848-8899
Fax: (405) 848-8805

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Banking
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Retirement

 

How Planner Charges
N/A