Joshua Wheeler, Financial Advisor located in Miami, OK

Financial Advisor
Joshua C Wheeler

AAMS®
30 5th Ave NW Suite C, Miami, OK 74354opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • New Investors
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • AAMS®

    Accredited Asset Management Specialist™

Personal Interests

  • Coaching Sports
  • Fishing
  • Hunting
  • Outdoor Enthusiast

Team Members

  • Anna Ross
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(918) 542-6609

Fax

(855) 393-5766

Office Address

30 5th Ave NW Suite C
Miami, OK 74354opens in a new window

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