Helping you plan a bright future!
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.
Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Angela OKeefe, President, is an Investment Advisor Representative of A-TEAM Financial Investment, LLC, a Registered Investment Advisor. Miss OKeefe has been in the financial industry for 15 years and recently opened her own branch in South Oklahoma City. She enjoys her work in her women's group, Women of the South, which is committed to bettering the community and raising money for higher education scholarships provided for young women and single mothers. Angela is the current President of Women Of The South & The Foundation for South Oklahoma City. She is extremely proud of her twenty-five and twenty-three year old sons, Justin and Jeremy, and has been blessed with a handsome three year old grandson, Jaxton.
"Your Financial Advisor"
An advisor with no minimum investment.
Not sure what to do with an old 401k? I can help.
Goal setting for your future retirement plans.
Individualized strategic Estate Planning.
Each client is equally important
I have a vested interest as a fee-based Financial Advisor.
If you're doing well... so am I!
It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.
10401 Greenbriar Parkway, Oklahoma City, Oklahoma 73159, United States
Monday - Friday: 9am - 5pm
Saturday - Sunday: By appointment