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"A Dream Is Just A Dream. A GOAL Is A Dream With A Plan And A Deadline!"

You deserve a strategy that adapts to your needs.

We create financial strategies tailored to your goals.

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<b>Mission Statement</b>

Mission Statement

Apex Financial Solutions is devoted to the highest standards of service to you. We place your interests first. We strive to grow and maintain your financial security through our unique services, combining our experience as advisors with the knowledge of our law firm and accountants. Together we can help you work towards your goal of a successful retirement.

APEX Financial Solutions offers a unique approach to investment, insurance, estate and tax planning strategies. Use this site to learn more about us and how we might be able to serve you.

A wide variety of financial calculators, articles, and educational material has been made available for your benefit. It is our hope that you will make this site your home for financial research and information.

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<strong>Financial Guidance Shouldn't Be Complicated.</strong>

Financial Guidance Shouldn't Be Complicated.

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.


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Meet Our Experienced Financial Professionals

Carl Thomas

Carl E. Thomas

Registered Representative, Cetera Advisor Networks

(405) 842-2720

David Wallin

Charles David Wallin

President, Registered Principal, Registered Representative Cetera Advisor Networks

(405) 842-2720

Jamie Arnold

Jamie Arnold

Nonregistered Fingerprinted Representative, Cetera Advisor Networks, Executive Assistant to Jeffery Dodson

(405) 842-2720

Jeff Walls

Jeff Walls

Registered Representative, Cetera Advisor Networks

(405) 842-2720

Jeffrey Dodson

Jeffrey L. Dodson

Vice President, Registered Representative, Cetera Advisor Networks

(405) 842-2720

Mandy Hayes

Mandy Hayes

Registered Admin Support, Cetera Advisor Networks

(405) 842-2720

Michael Entz

J. Michael Entz

Registered Representative, Cetera Advisor Networks

(405) 842-2720

Ray Young

Ray Young, CPA

Tax Counsel and CFO of Apex Financial Solutions, LLC.

(405) 842-2720

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