The Energy One Retirement & Investment Services* representative is a registered and licensed professional who can help point you in the right direction to achieve your financial goals, no matter your age or income level.
- Should you have an IRA?
- What should you do with your 401k?
- Will your family be taken care of if something should happen to you?
- How much should you start saving for retirement based on your age?
These are all questions the Retirement & Investment Services representative can help you answer.
Contact Greg Pendleton at 918-699-7185 to set up a complimentary, no-obligation appointment today.
Check the background of this investment professional on FINRA’s BrokerCheck.
*Energy One Retirement & Investment Advisors are registered representatives of CUNA Brokerage Services, Inc. Securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.