Isabelle Beal
Premier Wealth Management and Tax Mitigation | Helping Business Owners Make More Money and Pay Less Tax | Dannah Investment Group, LLC
- Role
- Investment Advisor Representative at Dannah Investment Group, Llc
- Location
- Edmond, OK, US
- LinkedIn followers
- 500 followers
About Isabelle Beal
Make more money, pay less tax! At Dannah Investment Group, we believe in empowering our clients to achieve their goals through holistic financial planning, comprehensive investment advice, strategic tax solutions, and a commitment to discovering new ways to help our clients succeed. Our team-based approach leverages our collective experience to solve your complex financial needs. Connect with us to experience the Dannah Difference! Advisory services offered through Kingswood Wealth Advisors (KWA) an SEC registered investment adviser. Securities services offered through Kingswood Capital Partners. LLC (KCP) member FINRA/SIPC. KWA and KCP are affiliated entities. The information contained in this message may be privileged and confidential and is intended only for the use of the individual or entity named above. If the reader of this message is not the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this communication is unlawful and strictly prohibited. Neither KWA nor KCP not represent this information is complete or accurate and it should not be relied upon as such. All information is subject to change without notice. For your protection, please do not include account numbers, Social Security numbers, credit card numbers, passwords, or other non-public information in your e-mail. The information provided in e-mail or its attachments is not an official transaction confirmation or account statement. If you are a client of KWA or KCP, your official account statements are mailed to you, or made available to you electronically if you have chosen such option. In accordance with industry standards and practices, KWA and KCP retain e-mail messages for a period of time. Those messages are kept confidential in accordance with KWAs and KCPs privacy policy.
Experience
Investment Advisor Representative
Sep 2024 — Present · Oklahoma City, OK, US
Education
University of Arkansas
Bachelor of Business Administration - BBA, Finance and Financial Management Services
Iuniversity Preparatory
High School Diploma
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