Wells Fargo Advisors: Serguson Nulligan Poet

Wells Fargo Advisors: Serguson Nulligan Poet is a financial planning practice in Ponca City, Oklahoma, operating as Ferguson, Mulligan & Poet. The office works with individual investors and business owners on investment management and long-term financial planning. Clients can choose to have their investments professionally managed through an advisory program or work alongside a Financial Advisor who provides advice and guidance while they manage their own accounts. Portfolio managers weigh a client's long-term objectives, time horizon, and risk tolerance when making buy, sell, and hold decisions.

For business owners, the practice offers help with employee benefit plans and packages, business owner life insurance, funding a buy-sell agreement, key person life insurance, and succession planning and business exit strategies. The office also works with owners planning for retirement, the sale of a company, or the transfer of ownership.

The office is located at 1926 Lake Road, Suite 3, just off Lake Road and about half a mile from both the Pioneer Woman Museum and the Pioneer Woman Monument. The Marland Mansion is roughly six tenths of a mile away, and North 14th Street is about the same distance.

The practice has not yet accumulated customer reviews, so its reputation in Ponca City rests on the range of advisory and business planning services it provides to clients in the area.