Julie L Marks CPA CFP

9104 N Kelley Ave
Oklahoma City OK  73131

Phone: (405) 286-4300

Julie L Marks CPA CFP

What are your dreams and goals for retirement? I can help you achieve them with our exclusive Confident Retirement® approach. It all starts with a personalized conversation, where we'll discuss retirement needs - covering essentials, ensuring lifestyle, preparing for the unexpected, and leaving a legacy. By breaking retirement down into doable steps, we can help take the uncertainty out of planning for your financial future.

Areas of Focus

Women's Financial Strategies
Estate Planning Strategies
Saving for Education
Retirement Planning Strategies
Investments
Insurance

I am licensed and registered to conduct business in OK.

Based on licenses and registrations I hold, I may also conduct business in KS, MO, CO, TX, NY, TN, CT, NV.

Working Together





Meeting with an Ameriprise financial advisor is an important first step. It's an opportunity to get to know an advisor and share your goals and dreams. You're under no obligation; your initial meeting with an Ameriprise financial advisor will be relaxed and informal.

Your meeting will include a review of your existing financial situation and potential opportunities, gaps or general strategies. While you won't receive a comprehensive review or financial planning services for which fees are charged, you should expect to get a sense of what it might be like to work together.


What to expect
Professional help in clarifying your financial goals and priorities
If you decide to purchase a financial planning service, you will receive sound financial advice at a fair price, tailored to your investment objectives
Accurate information about our tailored solutions, including risks, benefits and costs


What to bring
A list of any questions you have regarding your current financial situation
Any account statements, budget information or other areas of your financial life that you feel deserve immediate attention
A list of future dreams and financial goals you would like to achieve, including both short- and long-term goals

Ameriprise Financial Services, Inc. is a broker-dealer and member of FINRA. Comments and "likes" should not be considered representative of client experiences, or indicative of future performance or success. While I appreciate the support of my clients, I cannot accept Recommendations or Endorsements due to Investment Advisers Act of 1940 rules which prohibit me from publishing a testimonial of any kind concerning the investment advice, analysis, reporting or other services I provide. For your privacy, please don’t post account or service-related information on this page. Instead, contact me directly. Please visit www.ameriprise.com/social for more important disclosures and information.

Education

Bachelor of Science - Ag Economics and Accounting Oklahoma State University

14 years of experience.

Financial Advisor at Ameriprise Financial Services, Inc

Show Map Website

Business Information


Parking: Parking Lot

Categories: Bank/Financial Institution, Financial Services

Hours

Mon: 8:30 am - 4:30 pm
Tue: 8:30 am - 4:30 pm
Wed: 8:30 am - 4:30 pm
Thu: 8:30 am - 4:30 pm
Fri: 8:30 am - 4:30 pm



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