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![Philip E West
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FINANCIAL ADVISOR
CallSend Me a MessagePhilip E West
CEPA®, ABFP™, AAMS™, CRPC™, CRPS™, CSRIC®
5231 S Sheridan Rd, Tulsa, OK 74145opens in a new windowFocus Areas
- Retirement Income Strategies
- Retirement Savings Strategies
- Business Retirement Plans
- Military Professionals & Veterans
- College Savings
![](/sites/default/files/acquiadam/2023-09/certificate-icon-26x26.png)
Certifications
CEPA®
Certified Exit Planning Advisor®ABFP™
Accredited Behavioral Finance Professional™AAMS™
Accredited Asset Management Specialist™CRPC™
Chartered Retirement Planning Counselor™CRPS™
Chartered Retirement Plans Specialist™CSRIC®
Chartered SRI Counselor™
Team Members
- Sharon JonesSr. Branch Office Administrator
Send Me a Message
* Required fieldSend Me a Message
* Required fieldOffice Information
Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 05:00PM |
Mon | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Tue | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Wed | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Thu | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Fri | 08:30AM - 05:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Phone
(918) 622-2207Fax
(888) 572-6358Office Address
5231 S Sheridan RdTulsa, OK 74145opens in a new window
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