ChartMark Investments, Inc.
2200 S Utica Place, Suite 525
Tulsa, OK 74114
Phone:
918-477-7685
Fax:
918-477-9124
E-mail:
We are a Registered Investment Advisor providing Portfolio Management, Investment Consulting and Financial Planning Solutions to Individuals, Small Businesses and Institutions.
We enthusiastically welcome the opportunity to serve your investment needs. The selection of your professional financial advisors is among the most important decisions that people face. We realize that clients have diverse preferences and virtually unlimited choices. We recommend you give us a call or send us an e-mail to schedule a mutually convenient time to discuss your situation and give you a chance to ask us questions. We offer one complimentary appointment to allow a free flowing discussion of your objectives and our services. Our intention is to offer you a no pressure opportunity to evaluate our ability to serve your needs.
Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.