Kendall King Email & Phone Number

Kendall King is a CEO at Castlepoint Wealth Advisors. They possess expertise in retirement planning, asset management, portfolio management, risk management, estate planning and 6 more skills. Colleagues describe them as "Kendall does a great job of guiding his clients but letting them make their own decision regarding their goals. If a client has a hard time visualizing their goals, Kendall is excellent at asking questions to help draw out more specific goals of the client. Because Kendall’s work is customized and he asks specific questions; his clients have a clear picture of where they want to go and the path to get there." and "Kendall and the entire team at Legacy Financial have always gone the extra step with every client our law firm has referred to them over the years. Instead of being motivated by the company's bottom line, they focus on the long term relationship with each client. I have also been impressed with how they recognize that each client has a unique set of needs and aligns their investment recommendations accordingly. I trust them with our clients and my own family. Kendall King, Randy Cloud, Kevin King & Eric Burkholder are simply outstanding. "

Listed skills include Retirement Planning, Asset Management, Portfolio Management, Risk Management, and 7 others.

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  Ceo

  Castlepoint Wealth Advisors

  Oklahoma City, Ok, Us