AVB Financial Services
At AVB 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 partnership with UVEST Financial Services, our clients have access to a wide array of financial and wealth management solutions, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. UVEST is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm.
To learn more about these and other investment strategies, contact AVB or our financial consultant Meg Otterstrom at (918) 259-2711.
Products & Services
| Stocks & Bonds |
Individual Retirement Accounts |
| Tax Advantaged Investments |
Business Retirement Plans |
| Mutual Funds |
Retirement Planning |
| Annuities |
Education Planning & 259 Plans |
| Insurance Products |
Professional Asset Management |
| Trust Services |
Financial Estate Planning |
Securities and insurance products are offered by UVEST Financial Services member FINRA/SIPC and its affiliates. UVEST Financial Services and AVB Financial Services are independent entities.
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Not FDIC Insured
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Not Bank Guaranteed
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May Lose Value
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Not Guaranteed by any Government Agency
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Not a Bank Deposit
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