Founded 2000 • With Angi since February 2012
1913 W. 33rd Street Suite 100
Edmond, OK 73013
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Just doing our job so you can do yours! Thanks for the kind words. We are excited to watch your business grow.Service Provider Response
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We enjoyed working with you, and we look forward to seeing you, too! Thanks for your kind words.Service Provider Response
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Thank you for your kind words and loyalty to our practice. We appreciate you!Service Provider Response
Thank you for your kind remarks. We enjoy working with you!Service Provider Response
We're glad to have you as clients and appreciate your business!Service Provider Response
Thank you for your kind words. We're glad you are a part of our family and we enjoy working with you!Service Provider Response
Thank you for your kind review. We appreciate you!Service Provider Response
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Thank you. We appreciate you!I focus on people in or near retirement, who want to reduce risk and taxes. UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at www.upperleftwealth.com.
Angi Certified
JAG Tax Management and Financial Services has 35 years in the tax industry. We settle your tax debt for the least possible amount and get you back on track with the IRS and State so that levies and garnishments don't interfere with your life. We're #1 at getting the best resolutions, whether it be back taxes, payroll, un-filed taxes, etc. You name it, we handle it when it comes to taxes of financial services. So stop stressing and call us now.
Angi Certified
We offer our services NATIONWIDE. Our passion is partnering with our clients to crystallize their financial goals, design a strategy to achieve those goals and execute the plan to its completion. You know it’s not enough to just make a plan, even the most well designed strategies can fail if not executed properly and then monitored for progress and suitability. This is why we consistently monitor the progress of your plan and make changes as new developments come to light with your changing goals. Whether we are helping a young family set the path to achieve their ideal lifestyle and first home; assisting a newly widowed client in navigating and structuring his/or her retirement plan and new life; or advising a professional couple on structuring the sale of their business and transitioning into retirement, we are consistently behind the scenes working to get you there and keep you there: on track. Our Core Competencies include: Financial Planning, Wealth Management, Risk Management, Estate Planning and Multi-Generational Asset Transfer Planning, Managing Executive Deferred Comp Assets. We use the latest and the most sophisticated tools to produce accurate and realistic analyses. We pride ourselves on our independence and ability to work with the leading experts in all fields of wealth management, accounting and estate planning to design a comprehensive and robust strategy to achieve our clients’ goals. Sovereign is affiliated with Spire Investment Partners. Spire Investment Partners is the Parent Company of Spire Wealth Management, LLC an SEC RIA, and Spire Securities LLC, a registered Broker/Dealer and Member of FINRA / SIPC.
Angi Certified
Offers Coupon
Small Business accounting, tax, payroll, business consulting & bookkeeping.
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The Hays Group Inc is currently rated 5 overall out of 5.
The Hays Group Inc is open:
Sunday: Closed
Monday: 8:30 AM - 4:30 PM
Tuesday: 8:30 AM - 4:30 PM
Wednesday: 8:30 AM - 4:30 PM
Thursday: 8:30 AM - 4:30 PM
Friday: 8:30 AM - 3:00 PM
Saturday: Closed
The Hays Group Inc accepts the following forms of payment: Discover, MasterCard, Visa, Check
Yes, The Hays Group Inc offers free project estimates.
No, The Hays Group Inc does not offer eco-friendly accreditations.
No, The Hays Group Inc does not offer a senior discount.
No, The Hays Group Inc does not offer warranties.
The Hays Group Inc offers the following services: Small Business accounting, tax, payroll, business consulting & bookkeeping.