The Value of Association
At Oklahoma Fidelity Bank, 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.
Through our relationship with LPL Financial, our clients have access to an array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL Financial is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and member FINRA/SIPC.
Products & Services
| Individual Retirement Accounts |
Stocks & Bonds |
| Business Retirement Plans |
Tax Efficient Investments |
| Retirement Planning |
Mutual Funds |
| Education Planning & 529 Plans |
Annuities |
| Professional Asset Management |
Insurance Products |
| Financial & Wealth Transfer Strategies* |
Trust Accounts** |
*Asset management is offered through LPL Financial, a Registered Investment Advisor.
** LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
To learn more about these and other investment options, contact your local branch or our Financial Advisor, Dustin Jackson, at (316) 291-5656.
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| Dustin Jackson |
| Not FDIC Insured |
Not Bank Guaranteed |
May Lose Value |
| Not Guaranteed by any Government Agency |
Not a Bank Deposit |
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