Kevin Florer, Financial Advisor located in Ponca City, OK

Financial Advisor
Kevin Florer

CEPA®
205 E Cleveland Ave, Ponca City, OK 74601opens in a new window
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

Focus Areas

  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Fishing
  • Golfing
  • Martial Arts
  • Pets
  • Spending Time with Family

Team Members

  • Lorie Jackson
    Sr. Branch Office Administrator
    FPQP®
  • Destiny Trousdale
    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 - 04:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(580) 718-9013

Fax

(855) 677-2281

Office Address

205 E Cleveland Ave
Ponca City, OK 74601opens in a new window

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