Access Financial Resources INC.

Access Financial Resources is a registered investment advisor based in Oklahoma City, Oklahoma, offering personalized financial planning and asset management services. Founded in 1991, Access Financial Resources helps individuals, pension plans, trusts, estates, and small businesses define and reach their financial goals. The firm provides both discretionary and non-discretionary investment management, building globally diversified portfolios using mutual funds, exchange-traded funds, equities, bonds, and other securities. In addition to managing investments, Access Financial Resources assists with cash flow management, tax planning, insurance reviews, education funding, retirement planning, and estate planning. Some representatives also maintain licenses to sell insurance products, presenting potential conflicts of interest when insurance commissions are earned alongside advisory fees, while other representatives operate on a strictly fee-only basis.