Archambo Financial Advisors is a Financial Planner in Bartlesville, OK, located at 310 S Osage Ave. The firm provides investment planning, insurance planning, retirement planning, estate planning, and financial coaching. Serving the Bartlesville area, the business holds a 5.00 rating based on customer reviews.
The advisors at Archambo Financial Advisors have been providing financial planning and advisory services since 1992, with a combined experience of over 60 years in the financial services industry. The firm assists clients in setting financial goals, implementing financial plans, and monitoring progress toward those objectives. A core part of their approach is building strong advisor-client relationships based on mutual trust, understanding, and comfort, encouraging clients to ask questions and evaluate the advisor’s knowledge, credentials, and integrity.
The team includes Aaron S. Archambo, CFP®, who serves as President and Investment Advisor Representative, and Deborah E. Mueggenborg, CPA, also an Investment Advisor Representative who has been involved in the business since 2002. Jonathan S. Russell, a Bartlesville native, is an Investment Advisor Representative, while Kenna Jenner serves as Administrative Client Relations Manager, having worked with the firm since 2004. Christy Thurman is the Client Relations Assistant.
The firm is recognized for its positive rating from customers who have reviewed it, reflecting the trust built through years of service. As long-time Bartlesville residents, the advisors are active in church and community affairs. The firm emphasizes providing true personal attention and uncompromised integrity, putting clients’ interests first.
Archambo Financial Advisors brings decades of local experience and a client-first philosophy to financial planning in Bartlesville.
The office sits on S Osage Ave in Bartlesville, near the intersection with Southeast Cherokee Avenue and East Hensley Boulevard. It is within a short walk of the Price Tower and the Washington County Courthouse Judicial Center.
The Technical score of 95 out of 100 confirms the website is secure and readable for search engines without errors. The firm ranks number 3 of 4 Financial Planner businesses that BizScoreAI has scored in Bartlesville.
Browse: Businesses in Bartlesville, OK · Financial Planner in Oklahoma · Businesses in Oklahoma
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