Ozanne Financial Services

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Ozanne Financial Services, founded in 1950 and located in Dallas, Texas, services clients in Texas, Oklahoma, and across the nation. Made up of a dynamic team of seasoned industry professionals, including Certified Financial PlannersTM, Chartered Financial Analysts®, Chartered Life Underwriters, Certified Public Accountants, Accredited Estate Planners® and MBAs, our advisors are committed to providing client-centric solutions that are tailored to your unique needs. We are an independent team, meaning we are not beholden to specific products or partner companies.