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Home > Financial Planner Directory > Oklahoma > Tulsa > Eugene J. Smith, Jr., CFP®

Eugene J. Smith, Jr., CFP®

Planner List SAVED PLANNERS (0)

Chartmark Investments Inc.

Utica Place Office Tower

2200 S Utica Pl, Ste 525

Tulsa, OK 74114

Phone: (918) 477-7685

Fax: (918) 477-9124

Saved in Saved Planners

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

Salary

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

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