Retirement Income Planning
PTP Investment Group, LLC specializes in budgeting, investment selection, risk management, and longevity planning. We provide tailored financial strategies, focusing on asset growth, risk mitigation, and long-term financial stability for our clients.
Investment Management
We offer comprehensive brokerage and advisory services, including individual, trust, and business/municipal accounts, providing tailored investment strategies and dedicated account management for diverse financial needs.
Estate Planning
PTP Investment Group, LLC coordinates with clients' professional partners, such as attorneys and tax advisors, that help the investment plan align seamlessly with existing estate planning documents for comprehensive financial management.
In a fee-based account, clients pay a quarterly fee, based on the level of assets in the account, for the services of a financial advisor as part of an advisory relationship. In deciding to pay a fee rather than commissions, clients should understand that the fee may be higher than a commission alternative during periods of lower trading. Advisory fees are in addition to the internal expenses charged by mutual funds and other investment company securities. To the extent that clients intend to hold these securities, the internal expenses should be included when evaluating the costs of a fee-based account. Clients should periodically re-evaluate whether the use of an asset-based fee continues to be appropriate in servicing their needs. A list of additional considerations, as well as the fee schedule, is available in the firm’s Form ADV Part 2 as well as the client agreement.
Who We Are
As a local financial services practice, PTP Investment Group, LLC focuses on providing trusted advice and personal strategies for individuals and businesses. Our office currently serves clients with $100,000+ of investable assets.
How We Work
We will review the performance of the adopted strategy and recommend
updates to respond to changes in the economy and market forces
Disclaimer
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links Disclaimer
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as PTP Investment Group, LLC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. PTP Investment Group, LLC is separately owned and operated and not independently registered as a broker-dealer or investment adviser.
PTP Investment Group, LLC
8551 N 125th East Ave. Ste. 325 Owasso, OK 74055-2290
(918) 973-4015