Our financial advice team

Alan J Goldfarb, Financial Advisor serving the Oklahoma City, OK area - Ameriprise Advisors

Alan J Goldfarb

Financial Advisor

Marks & Associates
39
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
EMAIL
PHONE
BUSINESS MOBILE
405.544.4177
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies
  • Family Finances
  • Intergenerational Planning
  • Retirement Plan Distribution

Education

  • New York University Graduate School of Public Service Masters in Public Administration
  • Ohio University, Bachelors Degree in Political Science & Sociology

Awards & recognition

  • Ameriprise Client Experience Award, 2021

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

I love travelling to see our family.
I've enjoyed playing tennis for over fifty years.
I enjoy helping the Greater OKC Chamber of Commerce as well as the NW Chamber of Commerce.

Connect with us

Alan J Goldfarb may only conduct securities business with residents of states in which the advisor is properly registered. Please refer to FINRA's BrokerCheck website for a list of those states.

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Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.

Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.

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