When looking at potential partners for Oakmont Financial, Scott & Michelle wholeheartedly felt that Intrua stood out as the exceptional choice. Please read below to learn a little more about Intrua, and why we are proud of our partnership.
Intrua means, truth in it all. Truth in every moment has shaped how they’ve been building financial futures for their clients. With more than a decade of experience, Intrua Financial goes beyond the expected to help families make the most of their finances. Intrua Financial is an independent wealth management firm based out of Houston, Texas with a nationwide base of clients and advisors.
Their firm consists of a highly qualified team of CFP® professionals as well as licensed and experienced staff members. Intrua is affiliated with multiple custodian’s such as TD Ameritrade, Charles Schwab, Fidelity, and LPL Financial. For more information about Intrua Financial, please click here or visit www.intrua.com.
In life, it’s the moments you create for your family today and their families tomorrow that matter most. That’s why their advisors take pride in serving as your personal advisory team in each of those moments. Being involved beyond expected isn’t just their motto, it’s how they work. Just as your money goes beyond your wallet, their service goes beyond expected giving you confidence to navigate the ever-changing economy and life conditions.