C
Credent Wealth Management - Oklahoma City, OK
Your Trusted Partner for Personalized Wealth Management and Financial Planning
5(3 reviews)
$$$
Business
financial-advising
business-consultants
About Credent Wealth Management - Oklahoma City, OK
Credent Wealth Management provides expert financial advisory and wealth management services in Oklahoma City, OK. Led by experienced advisors like Tracy Ann Miller and Jason Sauer, we specialize in retirement planning, investment management, and portfolio consolidation for individuals and families. With a focus on personalized strategies and responsive client care, we help you navigate financial goals with professionalism and integrity. Our team is dedicated to handling your assets as if they were our own, ensuring peace of mind and long-term growth.
Location
5700 NW 130th St Suite 1, Oklahoma City, OK 73142, USA
Services Offered
Wealth Management
Comprehensive management of investment portfolios tailored to individual financial goals and risk tolerance.
Retirement Planning
Expert guidance on consolidating and optimizing 401K accounts and other retirement savings for secure futures.
Investment Advisory
Professional advice on investment strategies and market insights to maximize returns and minimize risks.
Financial Consultation
Personalized consultations to address questions, concerns, and provide ongoing financial education and support.
Portfolio Transfer Services
Assistance with combining and transferring multiple retirement accounts from various employers efficiently.
Reviews
5(3 reviews)
Rating Distribution
5
3
4
0
3
0
2
0
1
0
D
Diana Barr
via Google
over 3 years ago
The whole Miller Private Wealth team has been extremely helpful and responsive in combining and transferring all of our separate 401K accounts from various jobs. My whole family has worked with Tracy and her team for years and have all been pleased with their knowledge and expertise in handling our retirement accounts.
P
Pat Baldingvia Google
about 4 years ago
Tracy Ann Miller has been my wealth advisor since 1997. She has done an excellent job managing my account. She is always available to answer any questions I might have about my account. She is very prompt in responding to your needs, questions or concerns. She is very personable yet professional. I appreciate all the information and advice she provides concerning my account. I can highly recommend her to anyone that is looking for someone that is knowledgeable, well informed, and handles your money as though it is hers.
L
Lori Zellervia Google
almost 5 years ago
Jason Sauer of Miller Private Wealth has impressed me with his professionalism and knowledge of the investments industry. I'd recommend his services to anyone who is seeking investment advisory services.
