Headquartered in Oklahoma City, we at CUE Financial of Oklahoma have been providing full-service financial advising for over 20 years. It is our goal to have a deep understanding of our client's individual needs and goals, so that we can provide them with effective financial planning.
We believe high-quality investment services should be available to clients of all means, not just high-net-worth individuals, and this belief is fundamental to the accessible, personal style and commitment to your financial well-being that you'll find at CUE Financial of Oklahoma.Our financial planning practice includes financial and estate planning, 401(k) and pension plan rollovers, IRAs, mutual funds, stocks, annuities, and insurance.
We believe high-quality investment services should be available to clients of all means, not just high-net-worth individuals, and this belief is fundamental to the accessible, personal style and commitment to your financial well-being that you'll find at CUE Financial of Oklahoma.Our financial planning practice includes financial and estate planning, 401(k) and pension plan rollovers, IRAs, mutual funds, stocks, annuities, and insurance.
Services
About Us
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What is a "professional financial planner, " and what does that mean exactly? It simply means that we help you identify your goals for saving and/or retiring. Every client is important to us, and that is why we take the time to get to know you and your specific needs. Money doesn't always come with an instruction manual, and you can trust us to help you navigate your way towards retirement-and beyond.
Services
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At the heart of every successful venture is careful planning. The same holds true for management of your financial resources. Whether you are just starting out or nearing retirement, the professionals at CUE Financial of Oklahoma can work with you to create a plan that fits your lifestyle and helps you work to achieve your unique goals.
Tax Services
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Personal and Corporate tax preparation services provided by Allan K. Booher. With over 20 years of tax preparation experience, Allan knows tax compliance and how to minimize liability. Schedule a consultation today! Whether you are a corporation or a small business, we have extensive experience with tax preparation for businesses of all sizes.
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