Noel D. Bennett, Financial Advisor
Investment Advisor specializing in Wealth Management and Retirement Income. We also have access to the services of a wide range of professional money managers.
At Chestnut Street Advisors, we design customized investment programs tailored to your individual needs and goals, using all types of investments. We specialize in retirement income and risk management. Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Chestnut Street Advisors is a marketing name. http://www.finra.org http://www.sipc.org
Investm
05/02/2024
The Owasso Breakfast Club had a great business networking meeting this morning at Trail's End BBQ. Our speaker was Dillon Watkins from Shepard Technologies. He talked to us about current trends in Artificial Intelligence and new developments in computer tech as well as addressing internet security concerns. Some great information! We also had a visit from our new CenterSphere regional director, David Miller. We look forward to working with him to make our networking more fun and successful!
We meet every Thursday morning at 9 AM at Trail's End BBQ. Visitors are welcome! Come network with us!
12/12/2023
Breakfast and Networking! This Thursday at 9 am at Trail's End BBQ. Owasso/Collinsville area businesses, come visit! We'd love to meet you!
12/01/2023
Watch out for these scam calls that are happening now! Read this article from Kim Komando about it.
To sign up for her daily tech emails go here: https://www.komando.com/friends/?referralCode=fuju1a5&refSource=copy
Watch out for fake calls from Amazon, Apple, Visa, Chase Bank If you get a call from Amazon, Apple, Chase Bank or Visa, beware! Here's what to do if you get a scam call to protect your finances.
Someone has cloned my page. If you get a friend request from me, please report it and do not accept it. If you already did today, then unfriend that page. Thx.
08/01/2023
Market Month: July 2023 July saw stocks finish the month notably higher.
07/25/2023
Call me at 918-492-9484 if you want to talk about investing!
Back to Basics: Diversification and Asset Allocation Understanding how these two concepts work can help you put together a portfolio that targets your specific needs.
05/01/2023
Market Month: April 2023 April saw stocks move marginally higher.
03/22/2023
U.S. Banking Crisis: Should You Be Worried? Most individuals don't need to worry about funds they have in their bank or credit union.
03/07/2023
Call us if you have questions or need help with your retirement plan options. We're here to help!
SECURE 2.0 Act Seeks to Boost Retirement Readiness SECURE 2.0 Act Seeks to Boost Retirement Readiness
02/27/2023
Market Week: February 27, 2023 Rising inflation and a likely Fed response sent stocks lower last week.
02/17/2023
Five Ways SECURE 2.0 Changes the Required Minimum Distribution Rules Five things you need to know about the changes SECURE 2.0 make to the required minimum distribution rules.
02/16/2023
We had a great meeting this morning at the Owasso Breakfast Club. We had several guests present and had great conversations and discussions about each other's businesses. So much so that we didn't have time for a speaker. But that's OK, it was what was needed today!
If you have a business in the Owasso/Collinsville/Tulsa area and would like to network with other awesome business people, come check us out. We meet every Thursday morning at 9 AM at Trail's End BBQ in Owasso. We love visitors!
01/18/2023
https://newsroom.uhc.com/southern-region/saint-francis.html?Source=Facebook&Medium=Dark&AdID=COR763B
Newsroom - Saint Francis Health System now participating in UnitedHealthcare’s Medicare Advantage network Saint Francis Health System and UnitedHealthcare have established a new Medicare Advantage network relationship.
01/05/2023
Great first meeting of the year for our Owasso Centersphere Networking group. If you are a business person looking to do some networking to build your business, come check us out. We’ll be meeting every Thursday morning at 9 am at Trail’s End BBQ. We love visitors! .
10/12/2022
Medicare Open Enrollment Is Here: How Are Costs Changing for 2023? Medicare costs are changing in 2023.
September is Life Insurance Awareness Month, so it's a good time to think about your life insurance needs and make sure your family is adequately protected. This website can help you learn about life insurance and figure out how much and what kind you need. You can even run your own quotes. Call me at 918-492-9484 if you want to talk about it.
EasyLife Get Life Insurance pricing and learn about your needs safely and at your own pace.
09/06/2022
Market Week: September 6, 2022 Stocks continued their tailspin to begin the month of September.
01/10/2022
A word about Bob Saget and the topic we try to ignore I was still reeling in the superficial and insignificant frustrations of a colossal choke job by my perennially-disappointing Indianapolis Colts when the news dropped that well-known Hollywood actor and comedian Bob Saget had died unexpectedly.
Whether you realize it or not, you’ve allocated your assets.
When was the last time you paid yourself first?
Are you ready to solve a credit report crime with John Q. Gumshoe? Grab your magnifying glass and click here to learn more.
Do you carry a balance on your credit card? Learn how long it may take to pay off the entire debt.
M0 is the total of all physical currency worldwide. What’s it look like?
When markets wobble, even experienced investors can get nervous. But history holds some encouraging lessons.
11/17/2021
How will your investments weather the ups and downs of the business cycle?
The Business Cycle How will you weather the ups and downs of the business cycle?
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Our Story
At Chestnut Street Advisors, we design customized investment programs tailored to your individual needs and goals, using all types of investments. We also have access to the services of a wide range of professional money managers. We work with individuals as well as businesses to help solve financial problems.
Securities and advisory services offered through Royal Alliance Associates, Inc., member FINRA/SIPC. Chestnut Street Advisors is a marketing name. http://www.finra.org http://www.sipc.org
Investments in securities involve risk, including the potential loss of principal invested.
The site may contain links to articles or other information that are contained on a third party website. Royal Alliance does not endorse or accept responsibility for the content, or the use, of the web site. Royal Alliance assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages.
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Address
6660 S. Sheridan Road , Ste 260
Tulsa, OK
74133
Opening Hours
| Monday | 8:30am - 4:30pm |
| Tuesday | 8:30am - 4:30pm |
| Wednesday | 8:30am - 4:30pm |
| Thursday | 8:30am - 4:30pm |
| Friday | 8:30am - 3pm |
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