When planning for your financial future, there are things you need to know for sure. Things you need to be certain about. We provide a strategic approach to understanding and responding to your various financial needs over the course of a lifetime. You need the Certainty Circle of Life for yourself and your family.
Click here to take a virtual tour of your Certainty Circle of Life process.
I provide individuals and families with personal, reliable financial advisory services and investment programs to help them reach their definition of success and build what they value most.
I work diligently to offer you the forthright advice and tailored solutions that HilltopSecurities is known for. Whether it’s a specific stock recommendation or creating a holistic plan that takes into account your overall financial objectives, I offer a high level of individualized service to put you on the right track. Moreover, with the backing of a full-service financial services firm, I can leverage the power of HilltopSecurities’ experienced financial professionals to help you navigate the ever-changing financial landscape.
Contact me today and begin a relationship you can be certain about.
I'm a Thirty-year Veteran Financial Advisor with HilltopSecurities that conducts business in Oklahoma City and across the United States helping people's financial and investment lives. I have the right investments and financial tools to help you to be prepared.
Before the opening bell. Before the evening news, before clients ask me for advice, I have a well thought-out plan in place to help you pursue your retirement and financial life management objectives and take advantage of the opportunities in the markets.
I'm prepared, I anticipate life’s passages before my clients live them. Marriage, House, Family, College, Retirement, Legacy. I'm positioned. I know where my clients stand at all times and I will have a plan of action for you.
I have a wealth of knowledge at a moment’s notice. When the market moves, up or down, I invest with a strategy; not with a knee jerk reaction.
And when my clients’ lives inevitably change, I’m prepared. I’m positioned. I’m ready and committed to seek solutions for you.
Helping individuals to identify their financial and investment goals and pursue them by making prudent and tax-efficient financial decisions.
Contact me at 405-302-4169 or 877-838-1234 to arrange a no obligation meeting or to just talk!
Alan Goldfarb is a registered representative and investment adviser representative of Hilltop Securities Inc. (HTS). HTS is a registered broker-dealer and registered investment adviser that does not provide tax or legal advice. This website is only intended for clients and interested investors residing in states in which HTS or its financial advisors are qualified to provide brokerage services or investment advisory services. HTS does not attempt to furnish personalized investment advice or services through this website. Certain places on this site offer direct access or "links" to other websites that contain information that was created, published, maintained or otherwise posted by institutions or organizations independent of HTS. HTS does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located therein. Visitors to these sites should not use or rely on the information contained therein until after consulting with an independent finance professional. HTS does not necessarily endorse or recommend any commercial product or service described on these independent sites. HTS is a wholly owned subsidiary of Hilltop Holdings, Inc., (NYSE:HTH) with offices at 1201 Elm Street, Suite 3500, Dallas, TX 75270, (214) 859-1800. Past performance is no guarantee of future results.