ChappelWood Financial Services

Chappel Wood Financial Services

Financial Services, 1725 E 15th St, Edmond, Oklahoma, 73013, United States, 1-10 Employees

chappelwood.com

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Who is CHAPPELWOOD FINANCIAL SERVICES

Designing customized financial solutions. Much more than asset managers, ChappelWood broadens the conversation with clients to include customized financial solutions, so that a clear plan...

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  • 1725 E 15th St, Edmond, Oklahoma, 73013, United States Headquarters: 1725 E 15th St, Edmond, Oklahoma, 73013, United States
  • 1990 Date Founded: 1990
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $5 Million to $10 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6211 | NAICS Code: 561499 | Show More

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ChappelWood Financial Services Org Chart and Mapping

Employees

Lisa Ward

Certified Financial Planner™

Asher Allison

Wealth Management Intern

Cfp® Damon King

Certified Financial Planner™

Shelley Myatt

Director of Client Services

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Frequently Asked Questions Regarding ChappelWood Financial Services

Answer: ChappelWood Financial Services's headquarters are located at 1725 E 15th St, Edmond, Oklahoma, 73013, United States

Answer: ChappelWood Financial Services's phone number is +14*********

Answer: ChappelWood Financial Services's official website is https://chappelwood.com

Answer: ChappelWood Financial Services's revenue is $5 Million to $10 Million

Answer: ChappelWood Financial Services's SIC: 6211

Answer: ChappelWood Financial Services's NAICS: 561499

Answer: ChappelWood Financial Services has 1-10 employees

Answer: ChappelWood Financial Services is in Financial Services

Answer: ChappelWood Financial Services contact info: Phone number: +14********* Website: https://chappelwood.com

Answer: Designing customized financial solutions. Much more than asset managers, ChappelWood broadens the conversation with clients to include customized financial solutions, so that a clear plan is developed to create a life clients and their families have only dreamed of. Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires. Our Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider. We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to live their ideal lives. In every service we provide, its all about you. From your first initial appointment, to your first investment, to planning for retirement, and every life event in between, were here for you. We analyze, design, propose, implement and monitor financial objectives through a proprietary process, replacing emotion with focus, discipline, and strategy.

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