At Stock Exchange Financial Services, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better – your family, your business, your financial goals and your investment needs.
Since the year 2000, our Financial consultant, Greg Covalt, CFP®, has been assisting clients as they plan and invest during challenging times for investors.
Greg can help you with life insurance, long term care or disability insurance, health savings accounts, stocks, ETFs, bonds, mutual funds, annuities & small business retirement plans.
Meet with Greg at the Main Bank at 10th and Texas, or make an appointment to meet at a location that is convenient for you. You can also contact Greg by calling (580)571-3014 or by email at email@example.com.
As part of his commitment to clients, Greg became a CERTIFIED FINANCIAL PLANNER™ certificant on July 1, 2008. The CFP® certification is the recognized standard of excellence for personal financial planning. The center of CFP Board's CFP® certification requirements are the "Four E's": Education, Examination, Experience, Ethics. For more information visit the CFP Website.
If you are a current client of Greg's, click here to learn about establishing access to your accounts through Albridge Solutions' consolidation & reporting system.
Call Greg today for the best service and for answers to your questions about financial matters.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA"( may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities: or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: OK, KS, TX, LA, MS, PA
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a Registered Investment Advisor, is not affiliated with Stock Exchange Bank and/or Stock Exchange Financial Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
Not FDIC Insured
Not Bank Guaranteed
May Lose Value