Mel Stewart Investment Services, LLC is an independent firm that offers a wide spectrum of solutions to assist our clients in planning for their financial needs. Our knowledge and experience in the investment and insurance industries helps our clients work toward achieving their unique goals. Whether you are looking for a managed portfolio, a quick check-up, or an in-depth review of your financial situation, we can tailor a strategy to suit your needs.
Living in the heart of Oklahoma, we serve clients within our midwestern community, as well as several other states including Georgia, Arkansas, Texas, Arizona and Louisiana. Our partnership with USA Financial Securities, Pershing, AXOS, and Charles Schwab offers freedom of investment choice, quality service, regulatory support, and comprehensive technological capabilities.
But there is much more to us than the sum of our parts. While we strive to offer a distinct approach to financial and wealth planning, the truth is, we are not the only firm offering similar strategies. We differentiate ourselves not only by what we do, but how we do it, and who we are as unique individuals. We invite you to experience the difference.