Cassie Wilson
    FiduciaryCLUChFCChSNCCLTC

    Cassie Wilson

    Financial Services Professional

    Bluecrest Financial Alliances - Oklahoma
    Oklahoma City, Oklahoma25 years experience$1 minimum

    About Cassie

    Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.

    Areas of focus

    Credentials & background

    Designations

    CLUChFCChSNCCLTC

    Clients served

    RetireesIndividualsFamilies

    The firm

    Bluecrest Financial Alliances - Oklahoma
    Bluecrest Financial Alliances - Oklahoma

    Our commitment to sustainability is fundamentally aligned with and ingrained in how we operate and deliver value to our customers, policyowners, employees, communities, and the planet we share. Our annual Sustainability Report details our progress and reflects our commitment to being transparent about our performance.

    1300 N. Walker Suite 200 Oklahoma City, OK 73103$312B assets under management