Successful investment planning is a lifetime process. It begins when you're just starting out and finding ways to save with careful budgeting. Planning continues as you accumulate assets, purchase a home and have children. Upon reaching retirement, managing retirement income and planning for a lasting legacy may become your more primary concerns.
For over 60 years, The Blumenthal Financial Group of Wells Fargo Advisors, has helped individuals and families across all of life's stages plan for the future by prudently managing their investments today.
Photo from left to right:
Lyn James - Senior Registered Client Associate
Jeff Blumenthal - Managing Director - Investments
Robin Rush - Financial Consultant
Jerika Rosenquist - Client Associate
Jeff Blumenthal was selected among the best wealth advisors in Oklahoma for 2021. The Forbes Best-in-State Wealth Advisors ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.