Gaddis and Gaddis Wealth Management

Gaddis and Gaddis Wealth Management

Hours

Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM

Chamber Rating

Verified Member
5.0 - (13 reviews)
13
0
0
0
0

About
Gaddis and Gaddis Wealth Management

Welcome, I’m Roger Gaddis, a financial consultant in Ada, OK. We understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing for retirement, college savings or estate planning, our personalized service focuses your needs, wants, and financial goals and objectives. Our professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you through all stages of your life, please call 580-332-4144.

Contact Info

Products

  • DEFINED BENEFIT
  • GOVERNMENT SECURITIES
  • INTERNATIONAL SECURITIES
  • IRAS
  • MUTUAL FUNDS
  • QUALIFIED RETIREMENT PLANS

Services

  • ASSET MANAGEMENT
  • BROKERAGE SERVICES
  • CONSULTATIONS
  • EDUCATIONAL PLANNING
  • ESTATE PLANNING
  • FEE-BASED SERVICES
  • INDIVIDUAL SERVICES
  • INVESTMENT PLANNING
  • IRAS
  • LONG TERM PLANNING
  • MUTUAL FUNDS
  • RESEARCH
  • SHORT TE
  • TAX SE

Specialities

  • ASSET MANAGEMENT
  • CONSULTATIONS
  • ESTATE PLANNING
  • INVESTMENT PLANNING
  • IRAS
  • MUTUAL FUNDS
  • RESEARCH

Payment Methods

  • MasterCard
  • Visa

Images

Questions & Answers

Q What is the phone number for Gaddis and Gaddis Wealth Management?

A The phone number for Gaddis and Gaddis Wealth Management is: (580) 332-4144.


Q Where is Gaddis and Gaddis Wealth Management located?

A Gaddis and Gaddis Wealth Management is located at 1530 Arlington Street, Ada, OK 74820


Q What is the internet address for Gaddis and Gaddis Wealth Management?

A The website (URL) for Gaddis and Gaddis Wealth Management is: http://www.gaddisandgaddis.com/


Q What days are Gaddis and Gaddis Wealth Management open?

A Gaddis and Gaddis Wealth Management is open:
Saturday: Closed
Sunday: Closed
Monday: 8:00 AM - 5:00 PM
Tuesday: 8:00 AM - 5:00 PM
Wednesday: 8:00 AM - 5:00 PM
Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 5:00 PM


Q How is Gaddis and Gaddis Wealth Management rated?

A Gaddis and Gaddis Wealth Management has a 5.0 Star Rating from 13 reviewers.

Hours

Saturday:
Closed
Sunday:
Closed
Monday:
8:00 AM - 5:00 PM
Tuesday:
8:00 AM - 5:00 PM
Wednesday:
8:00 AM - 5:00 PM
Thursday:
8:00 AM - 5:00 PM
Friday:
8:00 AM - 5:00 PM

Ratings and Reviews
Gaddis and Gaddis Wealth Management

Overall Rating

Overall Rating
( 13 Reviews )
13
0
0
0
0
Write a Review

Reed Aldridge

image Gaddis and Gaddis is the best of the best when it comes to wealth management. Mr. Gaddis is a true professional, and he and his entire team are fully capable of maximizing your personal returns year after year. Regardless of your personal risk tolerance, Gaddis and Gaddis has the solution for you. I cannot recommend this business enough.


Kamden Ferguson

image After completing my spring 2021 internship with Gaddis and Gaddis Wealth Management, I can honestly say, after working there for nearly 5 months, that this establishment is the epitome of quality. Roger Gaddis and his team are as kind and welcoming as a grandmother at Thanksgiving dinner. This organization embodies values that are rare in this day and age. Hard-work, trustworthiness, honesty, punctuality, kindness, passion, trust, growth, spirituality, and many more could be listed to describe them. They are always willing to serve and educate you whenever your looking for help. I would always recommend their services to anyone and everyone that needs them, and I know this is the one place in the world, no matter where I go, that I can entrust my hard earned funds with. If you need a financial planner, I would suggest making an appointment today!


Brandy Rosene

image Amazing attention to my accounts.... Even though they aren't as big as some of the accounts they have. They are amazing!


D Ross

image I have been a client of Gaddis and Gaddis since 2000. I have never had even one complaint about how they have handled my finances. After taking time to discuss my financial goals and risk tolerance they have consistently given me wise guidance, creating strategies enabling me to reach and even exceed my financial goals. The financial counselors and office workers at Gaddis and Gaddis are trustworthy, competent, efficient, friendly and responsive.
Also I have watched the company leadership reach out donating time money and effort to the community for charitable endeavors targeting Pontotoc county widows, Law Enforcement, Teachers, Churches and Medical workers.
Gaddis and Gaddis have enriched my life as well as my community.
Debbie Wall


edward meadows

image I have known Roger Gaddis as both friend and financial advisor for many years. (More than I would like to recall.) During that time he has served me well in both capacities. Roger has been managing my and my wife's retirement account for eighteen years. I have always found him to be abreast of the financial markets and to be able to communicate that information to a lay audience in such a way as to make decisions with confidence. Roger has provided this valuable service in a most professional manner. I am happy to recommend him in this capacity.


Load More Reviews

Reed Aldridge

image Gaddis and Gaddis is the best of the best when it comes to wealth management. Mr. Gaddis is a true professional, and he and his entire team are fully capable of maximizing your personal returns year after year. Regardless of your personal risk tolerance, Gaddis and Gaddis has the solution for you. I cannot recommend this business enough.


Kamden Ferguson

image After completing my spring 2021 internship with Gaddis and Gaddis Wealth Management, I can honestly say, after working there for nearly 5 months, that this establishment is the epitome of quality. Roger Gaddis and his team are as kind and welcoming as a grandmother at Thanksgiving dinner. This organization embodies values that are rare in this day and age. Hard-work, trustworthiness, honesty, punctuality, kindness, passion, trust, growth, spirituality, and many more could be listed to describe them. They are always willing to serve and educate you whenever your looking for help. I would always recommend their services to anyone and everyone that needs them, and I know this is the one place in the world, no matter where I go, that I can entrust my hard earned funds with. If you need a financial planner, I would suggest making an appointment today!


Brandy Rosene

image Amazing attention to my accounts.... Even though they aren't as big as some of the accounts they have. They are amazing!


D Ross

image I have been a client of Gaddis and Gaddis since 2000. I have never had even one complaint about how they have handled my finances. After taking time to discuss my financial goals and risk tolerance they have consistently given me wise guidance, creating strategies enabling me to reach and even exceed my financial goals. The financial counselors and office workers at Gaddis and Gaddis are trustworthy, competent, efficient, friendly and responsive.
Also I have watched the company leadership reach out donating time money and effort to the community for charitable endeavors targeting Pontotoc county widows, Law Enforcement, Teachers, Churches and Medical workers.
Gaddis and Gaddis have enriched my life as well as my community.
Debbie Wall


edward meadows

image I have known Roger Gaddis as both friend and financial advisor for many years. (More than I would like to recall.) During that time he has served me well in both capacities. Roger has been managing my and my wife's retirement account for eighteen years. I have always found him to be abreast of the financial markets and to be able to communicate that information to a lay audience in such a way as to make decisions with confidence. Roger has provided this valuable service in a most professional manner. I am happy to recommend him in this capacity.


Load More Reviews

Overall Rating

Overall Rating
( 13 Reviews )
13
0
0
0
0

Write a Review

RATING:

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