Credent Wealth Management: Personal, professional retirement guidance you can trust.
Credent Wealth Management - Oklahoma City, OK guides clients with the Miller Private Wealth team’s expertise. Reviews highlight Tracy Ann Miller’s prompt, personable, and professional service, along with knowledgeable retirement guidance. The team helps consolidate and transfer 401K accounts and other investments, with Jason Sauer noted for professionalism and investment knowledge.
5700 NW 130th St Suite 1, Oklahoma City, OK 73142, USA
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Comprehensive management of investment portfolios tailored to individual financial goals and risk tolerance.
Expert guidance on consolidating and optimizing 401K accounts and other retirement savings for secure futures.
Professional advice on investment strategies and market insights to maximize returns and minimize risks.
Personalized consultations to address questions, concerns, and provide ongoing financial education and support.
Assistance with combining and transferring multiple retirement accounts from various employers efficiently.
Overall rating
Diana Barr
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.
Pat Balding
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.
Lori Zeller
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.
