Raymond James & Associates
Finance · Oklahoma, United States · 1-10 Employees
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Overview
Headquarters
6301 Waterford Blvd Ste 102A, Oklahoma C...Phone Number
(405) 257-0301Website
www.epicwmg.comRevenue
<$5 MillionIndustry
ZI Rank: 1
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ZI Rank
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About Raymond James & Associates
Epic Wealth Management is a financial advisory firm based in Oklahoma City, specializing in comprehensive wealth management services for business owners, families, and family offices. They offer a range of services including estate planning, financial planning, portfolio management, and retirement planning, focusing on personalized strategies that align with clients' life goals. The firm emphasizes building trusted relationships to understand clients' entire lives, ensuring that financial advice goes beyond mere asset allocation. Established in 1962, Epic Wealth Management is committed to helping clients manage their wealth, preserve assets, and build legacies.Explore more
Popular SearchesRaymond James & Associates IncRaymond JamesSIC Code 62,621NAICS Code 52,523Show more
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Epic Wealth Management is a financial advisory firm based in Oklahoma City, specializing in comprehensive wealth management services for business owners, families, and family offices. They offer a range of services including estate planning, financial planning, portfolio management, and retirement planning, focusing on personalized strategies that... Read More
