ACT Financial Services

Finance · Oklahoma, United States · 1-10 Employees

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Overview

Headquarters

7134 S Yale Ave Ste 430, Tulsa, Oklahoma...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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1

About ACT Financial Services

ACT Wealth Strategies, LLC is a financial advisory firm based in Tulsa, Oklahoma, with over 50 years of combined experience. They specialize in retirement planning, tax strategies, and wealth management, serving individuals, pre-retirees, retirees, and business owners both locally and nationwide. The firm emphasizes an education-driven approach to financial planning, helping clients understand the reasoning behind their financial decisions. Their services include cash flow management, tax-efficient planning, estate planning coordination, and investment strategy development.Explore more
ACT Financial Services's Social MediaPopular SearchesACT Financial ServicesACT Financial Services IncSIC Code 62,628NAICS Code 52,523Show more

ACT Financial Services Org Chart

RC
United States flag for contact location.

Founder & Chief Executive Officer & Lead Weal...

PhoneEmail
KT
United States flag for contact location.

Chief Investment Officer & Wealth Strategist

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ACT Financial Services

<$5M
1-10
Private
-
1994
RC
Randy CowellFounder & CEO & Lead Wealth Strategist
<$5M
1-10
Private
-
2005
JC
Jenna CareySenior Client Service Specialist & Manager, Office
<$5M
1-10
Private
-
-
JM
Janae MarcusClient Support Operations Coordinator
<$5M
1-10
Private
-
-
MK
Melissa KalinoskyAdministrative Assistant
<$5M
11-50
Private
-
-
MO
Michael OsgoodFinancial Professional
<$5M
1-10
Private
-
2008
JS
Jacqueline StirlingCertified Financial Planner
<$5M
1-10
Private
-
1986
SK
Stephen KolanoChief Investment Officer
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ACT Financial Services is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ACT Financial Services is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ACT Financial Services.

ACT Financial Services Tech Stack

A closer look at the technologies used by ACT Financial Services

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Frequently Asked Questions Regarding ACT Financial Services

What is ACT Financial Services's official website?
ACT Financial Services's official website is www.act-4-life.com
What is ACT Financial Services's Revenue?
ACT Financial Services's revenue is <$5 Million
What is ACT Financial Services's SIC code?
ACT Financial Services's SIC: 62,628
What is ACT Financial Services's NAICS code?
ACT Financial Services's NAICS: 52,523
How many employees does ACT Financial Services have?
ACT Financial Services has 1-10 employees
What industry does ACT Financial Services belong to?
ACT Financial Services is in the industry of: Finance, Securities Trading
What is ACT Financial Services competition?
ACT Financial Services top competitors include: MassMutual, United Wealth Management, Delmarva Financial Group, Glidepath Financial
What technology does ACT Financial Services use?
Some of the popular technologies that ACT Financial Services uses are: GoDaddy DNS, Amazon Web Hosting, GoDaddy Email Hosting
What does ACT Financial Services do?

ACT Wealth Strategies, LLC is a financial advisory firm based in Tulsa, Oklahoma, with over 50 years of combined experience. They specialize in retirement planning, tax strategies, and wealth management, serving individuals, pre-retirees, retirees, and business owners both locally and nationwide. The firm emphasizes an education-driven approach to... financial planning, helping clients understand the reasoning behind their financial decisions. Their services include cash flow management, tax-efficient planning, estate planning coordination, and investment strategy development.Read More

What are ACT Financial Services social media links?
ACT Financial Services Linkedin page ACT Financial Services Twitter page ACT Financial Services Facebook page
Is ACT Financial Services a public company?
ACT Financial Services is private company therefore does not currently have an official ticker symbol
See more information about ACT Financial Services

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