Wilshire-Pennington Group Email Format
Financial ServicesOklahoma, United States2-10 Employees
The Wilshire-Pennington Group is a financial services firm based in Oklahoma City, Oklahoma. It concentrates on helping physicians grow their assets and mitigate financial risk by offering planning that spans both practice management and personal finances. The firm provides guidance on estate planning, risk protection through insurance, investment management services, strategies to reduce tax liability, and planning for employee benefits for physician clients. As a small practice-focused operation, it targets doctors who run medical practices and seeks to address their unique financial needs. More information is available on its website.