Hoffmann Wealth Management

  • Financial Services
8 East Dawes Avenue
Bixby, OK 74008
918-369-8007
(918) 364-3075 (fax)
Hours:
By appointment.

About Us

At Hoffmann Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to read more
  • About

    At Hoffmann Wealth Management, our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

    We provide assistance in the following areas:
    - 401(k) management / takeover / startup / 3(21) co-fiduciary services
    - Financial Planning
    - Wealth Management
    - Investment Management
    - Retirement Planning
    - Life Insurance
    - Long Term Care Insurance
    - 529 College Plans

  • Highlights

    • 401(k) Qualified Plan Specialist
  • Media

  • Directions

    South on 151st & Memorial, look for Tag Agency/Dawes St, turn east, past flag pole.