ChappelWood Financial Services Email Formats
Financial Services • 
Edmond, Oklahoma, United States • 1-10 Employees
ChappelWood Financial Services Email Formats
ChappelWood Financial Services uses 1 email format. The most common is {first initial} (e.g., j@chappelwood.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@chappelwood.com | 100% |
Key Contacts at ChappelWood Financial Services
Victoria Woods
Ceo/Founder
Shelley Myatt
Director Of Client Services
Company overview
| Headquarters | 1725 E. 15th Street, Edmond, Oklahoma 73013, US |
| Phone number | +14053480909 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Financial Advising, Investments, Strategic Planning, Tax Planning, High Net Worth Individuals, Life Insurance, Estate Planning, Marketing Strategy, Fixed Annuities, 401K, Long-Term Care, Retirement Plan |
| Founded | 1990 |
| Employees | 1-10 |
| Socials |
About ChappelWood Financial Services
Designing customized financial solutions. Much more than asset managers, ChappelWood broadens the conversation with clients to include customized financial solutions, so that a clear plan is developed to create a life clients and their families have only dreamed of. Our firm's focus is on the goals and objectives of Mid Tier and potential Mid Tier Millionaires. Our Ideal Clients are those seeking an advisory firm that provides comprehensive income solutions, estate planning services, asset management services, and tax planning services from one provider. We specialize in Ideal Clients who are business owners, professionals, pre-retirees, and retirees seeking to organize their financial lives in order to live their ideal lives. In every service we provide, it’s all about you. From your first initial appointment, to your first investment, to planning for retirement, and every life event in between, we’re here for you. We analyze, design, propose, implement and monitor financial objectives through a proprietary process, replacing emotion with focus, discipline, and strategy.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
ChappelWood Financial Services has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
ChappelWood Financial Services has never raised funding before.
ChappelWood Financial Services Tech Stack
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