What can we do for First Time Investors?

Offer Expertise
& Experience

  • Lance Skalnik brings over two decades of experience and a deep understanding of investment strategies and retirement planning.
  • From investment strategy to estate planning, we offer a full range of services to help meet your financial needs.
  • We take the time to understand your unique situation and tailor our services accordingly.
  • We utilize Raymond James Financial Services, Inc., member FINRA/SIPC, as the broker-dealer for our client accounts, ensuring your investments are managed with the highest standards of professionalism and integrity.

Develop Your Investment Strategy

Investing for the first time can seem daunting, but it doesn’t have to be. At PTP Investment Group, LLC, we work closely with you to develop a personalized investment strategy tailored to your financial objectives, risk tolerance, and time horizon. Lance Skalnik and his team utilize a wide range of investment products and services to create a diversified portfolio designed to optimize returns while managing risk.

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Create a Retirement Income Plan for You

Planning for retirement is crucial to maintain your desired lifestyle in your golden years. Lance Skalnik and the PTP Investment Group, LLC team specialize in creating retirement income plans that seek to provide predictable retirement income while managing investment risk.

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Help You Navigate Estate Planning

Estate planning is an essential part of financial planning. It ensures that your assets are distributed according to your wishes and that your loved ones are taken care of. Lance Skalnik and the team at PTP Investment Group, LLC, help you navigate the complexities of estate planning with ease.

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READY TO TALK?

If you’re a first-time investor looking for guidance, PTP Investment Group, LLC is here to help. Contact us today to schedule your initial consultation and take the first step towards a well-planned financial future.

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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