Jon Topolski
President at Vineyard Financial Group
- Role
- President at Vineyard Financial Group
- Location
- Tulsa, OK, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Jon Topolski
All clients are unique and require customized solutions. My goal is to be a point of…
Experience
President
Jan 2016 — Present · Broken Arrow, OK, US
Education
Baylor University
BBA, Finance, Financial Services Planning
1995 — 2000
Skills
- Employee Benefits
- Project Planning
- Finance
- Wealth Management
- Securities
- Investment Advisory
- Estate Planning
- Portfolio Management
- Series 7
- Asset Management
- Series 63
- Asset Allocation
- Mutual Funds
- 401k
- Investments
- Analysis
- Financial Advisory
- Retirement Planning
- Retirement
- Strategic Financial Planning
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