Broker Check

Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Please call us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.

APEX Financial Solutions, LLC provides access to a number of highly rated insurance carriers to provide our clients with the best products and services to meet their needs. Specializing primarily in wealth transfer strategies, we can often use the life insurance policy for its unique tax benefits in passing money to intended heirs. We offer Medical Insurance coverage for individuals or companies, and also can assist clients with Long-Term Care Insurance coverage and/or Medicare Supplements to help protect their hard earned assets.

The Law Firm of J. Michael Entz

Michael is one of the premier attorneys in the region, with a practice concentrated in estate and tax planning. From wills and trusts to charitable giving, Michael has helped thousands of clients prepare for the smooth transfer of their assets to the next generation. Learn more about Michael at www.savestaxes.com, or by calling (405) 773-9800.

Sullivan & Young, P.C.

Ray Young, CPA provides APEX clients with tax services and advice. Ray can communicate closely with other APEX associates to help ensure that any planning strategies being considered have favorable tax consequences. You can contact Ray by calling (405) 354-8588.

Services Available


  • Financial Strategies
  • Estate Planning Strategies
  • Tax Strategies

Stocks & Bonds

  • Mutual Funds
  • Unit Investment Trusts
  • Real Estate Investment Trusts
  • Tax Credit Limited Partnerships

Annuities

  • Variable
  • Fixed Rate
  • Equity Indexed

Insurance

  • Whole Life
  • Universal Life
  • Term Life
  • Medical Insurance
  • Medicare Supplements
  • Long Term Care Insurance
  • Charitable Giving Strategies
  • Business Succession Planning
  • Executive Benefits
  • Group Benefits

Qualified Plans

  • Pension Plans
  • 401K, 403B
  • Traditional IRAs
  • Roth IRAs
  • SEP IRAs
  • 529 College Savings Plans

Securities


Any legal advice is given by the law firm of J. Michael Entz. Any tax advice is given by the accounting firm of Sullivan & Young, P.C. Representatives of Cetera Advisor Networks LLC do not provide tax or legal advise. APEX Financial Solutions, LLC, Sullivan & Young, P.C, and the law firm of J. Michael Entz are not subsidiaries or control affiliates of Cetera Advisor Networks LLC. Each firm is independently responsible for the products and services they provide.