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Eugene J. Smith, Jr., CFP®

Chartmark Investments Inc.

Utica Place Office Tower
2200 S Utica Pl, Ste 525
Tulsa, OK 74114
Phone: (918) 477-7685
Fax: (918) 477-9124

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Investment Management
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

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.