Access Financial Resources Inc

Access Financial Resources Inc is a financial planner in Oklahoma City, OK, offering personalized financial planning, portfolio design and management, business financial planning, and 401(k) implementation and education. The firm serves individuals and businesses seeking tailored solutions to complex financial challenges, with a focus on transforming income into lasting net worth. With over three decades of experience, the firm emphasizes a client-centered approach that addresses both financial and personal goals. Their service area spans Oklahoma City and surrounding communities, supported by a strong online presence and positive client feedback.

The firm’s approach is built on three pillars: the right fintech, the right people, and the right systems. It leverages cutting-edge technology and a team of certified professionals to guide clients through every stage of financial planning. The advisor team includes Troy Jones, CFP®, the founder, along with Bill Atkinson, CFP®, Beth Dutoit, CRPS®, Lee Woody, MBA, Jeff Ashford, CFP®, and Sherry Prader, each bringing specialized expertise in financial advising. The firm emphasizes continuous education and support, ensuring clients receive guidance during every step of their financial journey.

Located at 3621 NW 63rd St STE A1, the business sits on Northwest 63rd Street, just a short drive from Northwest Expressway and Lake Hefner Parkway. It is approximately 0.2 miles from Access Medical Center NW Expressway and ASP Cares, and about 0.1 miles from North Portland Avenue, placing it in a well-connected area near major regional routes.

The firm stands out for its well-optimized website, which search engines read cleanly, and for having well-documented business information available across the web. This consistency enhances visibility and trust, making it easier for clients to find and verify the firm’s credentials and services.

As a trusted financial partner in Oklahoma City, Access Financial Resources Inc combines decades of experience with a modern, client-focused strategy, helping residents secure their financial futures through expert planning and personalized guidance.