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RETIREMENT PLANNING

When it comes to your financial future, the most important factor in your favor is your age. We take advantage of the time you have, regularly contributing to tax-advantaged retirement accounts and potentially boosting savings with matching funds offered by your employer.

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.
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No matter what stage of life you’re in, we can help you pursue independence, freedom and the things that matter most to you. Your journey begins now. Let us help get you on your way.

HARBOR WEALTH MANAGEMENT

102 S. 5th Street | Ponca City, OK 74601-5414
​P: 580.767.7700
F: 580.767.7701

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

 

Securities offered through Raymond James Financial Services, Inc., member  FINRA / SIPC, marketed as Harbor Wealth Management. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Harbor Wealth Management is separately owned and operated and not independently registered as a broker-dealer or investment adviser.

 

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