Wilshire-Pennington Group

Financial Services - Oklahoma City, OK, US

Wilshire-Pennington Group Details

The Wilshire-Pennington Group is dedicated to wealth enhancement, exclusively for doctors. Our goal is to help doctors save more of what they earn, and reduce financial uncertainty. Our services are specifically geared toward clients who manage practices and need specialized planning that covers business needs as well as personal.The Wilshire-Pennington Group offers:-Estate Planning Guidance-Insurance-Investment Management-Tax Reduction Strategies-Employee Benefit Planning

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Employees: 5 - 9
HQ: 1-800-264-5815
Location: Oklahoma City, OK, US
Revenue: 5 - 10 Million
Bonds Common Stock College Savings Estate Planning Financial Planning/Money Management Brokerage Acccounts Traditional IRA Roth IRA SEP IRA Simple IRA Disability Income Life Insurance Pensions Profit Sharing Plans 401(k) 403(b) Financial Services Financial Advisory Services
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