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Working with a trusted financial partner can provide a genuine sense of comfort. It all begins with a casual conversation. Let’s sit down together and talk about what’s important to you and your family. We’re here for you.
Setting your team up for success in retirement
Offering a retirement plan to employees benefits both you and them.
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03
Business Ownership
Three takeaways from earnings season
05/09/2025
Review the latest Weekly Headings by CIO Larry Adam.
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01
Markets & Investing
The Federal Reserve reserves the right to change its mind
05/09/2025
Chief Economist Eugenio J. Aleman discusses current economic conditions.
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02
Economy & Policy
- Excelsior Wealth Management
- 3121 Quail Springs Parkway Suite 110 Oklahoma City, OK 73134
- T: 405.546.4000
- F: 833.908.2527
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