Phillip Suarez, Financial Advisor located in Bethany, OK

Financial Advisor
Phillip Suarez

CEPA®
6656 NW 39th Expressway, Suite 102, Bethany, OK 73008opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Intergenerational Planning
  • Retirement Income Strategies
  • Portfolio Reviews
  • Retirement Savings Strategies

Financial Advisor Certifications

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Spending Time with Family
  • Baseball
  • Coaching Sports
  • Music
  • Traveling

Team Members

  • Paula Koelsch
    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

(405) 789-3377

Fax

(888) 807-3711

Office Address

6656 NW 39th Expressway
Suite 102
Bethany, OK 73008opens in a new window

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