Bartlesville Office

2360 Nowata Place

Bartlesville, OK 74006
Paul Gustafson

Paul Gustafson

Financial Advisor

Paul has assisted clients with asset management, retirement, wealth transfer and financial services since 1994.  He and his son Jeremy utilize a holistic approach to financial planning that incorporates their client's needs, goals and family values, extending from the beginning of retirement through attendant care needs and estate transfer to heirs. Their goal is to become your trusted family financial advisors.