Oak Point Financial Partners

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Advisors

Kevin Applegate

Financial Advisor

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Gregory Helms

CRPC, APMA

Financial Advisor

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Wendy L Swantek

Financial Advisor

Visit Wendy L Swantek's website