Our Services
APEX Financial Solutions
As a Branch Office of Walnut Street Securities, Inc. (WSS), APEX Financial Solutions, through registered representatives of WSS offers a wide variety of investment vehicles. Investment recommendations are made only after careful consideration of each client’s goals, risk tolerance, and potential tax liabilities. We try to put together an investment program that is coordinated with the client’s total financial picture, to provide the most efficient means of obtaining their investment goals.
APEX Financial Solutions, LLC
An independent insurance agency, 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 also can assist clients 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 This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.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
Summit Financial Group
Summit Financial Group is APEX's strategic partner in providing group benefits for employers and organizations. Summit's local base and nationwide presence allow for top quality service to both large and small groups. Learn more about Summit Financial Group at This link is to a web site created and maintained by someone other than Walnut Street Securities, Inc. The web site you are linking to will have legal notices, privacy policies, or other requirements that differ from those of Walnut Street Securities, Inc, so you may want to review them. We're providing this link for your convenience. Walnut Street Securities, Inc does not control or guarantee the accuracy, relevance, timeliness, or completeness of that web site.www.yoursummit.com.
Services Available
Financial Strategies
Estate Planning Strategies
Tax Strategies
Charitable Giving Strategies
Business Succession Planning
Executive Benefits
Group Benefits
Qualified Plans
Pension Plans
401K, 403B
Traditional IRA's
Roth IRA's
SEP IRA's
529 College Savings Plans
Securities
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
Medicare Supplements
Long Term Care Insurance
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 WSS 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 WSS. Each firm is independently responsible for the products and services they provide.
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