Streeter Financial Group

Streeter Financial Group is a wealth management firm in Stillwater, Oklahoma. The firm assists pre-retirees, retirees, families, and OSU employees with personalized wealth management, focusing on wealth accumulation and preservation. Their specialized services include retirement planning, Social Security planning, estate planning, and college savings plans, such as 529 plans and UTMA accounts. They also provide expertise in investment management involving stocks, bonds, mutual funds, and ETFs.

The firm's approach is centered on building long-term relationships through open and honest communication to help clients achieve financial independence. Led by Matt E. Streeter, a CFP® professional, the team utilizes investment knowledge and modern technology to help clients establish financial objectives and review investment strategies. As investment advisor representatives associated with LPL Financial, they operate within an independent model that prioritizes the client's best interests without the pressure of sales quotas. Their comprehensive planning services cover various needs, including retirement goal setting, required minimum distributions, and estate tax-reduction strategies.

Located on W 7th Ave, the office is situated near the Stillwater Tag Agency and is a short drive from South Western Road and West 6th Avenue.

Streeter Financial Group maintains well-documented business information available online, ensuring their details are easily accessible. Their digital presence is characterized by a website that search engines read cleanly.

Streeter Financial Group provides dedicated financial guidance to help the Stillwater community navigate retirement and investment strategies with confidence.