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7134 S. Yale Ave.
Suite 700
Tulsa, OK 74136
918-493-4190

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401(k) Rollovers/Distributions

We help our clients derive maximum benefits from their 401(k) plans. We’ll help roll over your 401(K) funds to tax-advantaged investments to help preserve your assets and provide the opportunity to pursue a steady accumulation of tax-deferred financial growth.