Brian pays close attention to all his accounts, big and small, and has provided excellent advice…read morein different situations. We travel outside the country frequently, always comfortable in the knowledge that Brian will protect our financial well-being no matter how far we roam. His assistant Tracy seems to work well with Brian and makes us feel welcome whenever we visit the office. If only everyone paid the kind of close attention Brian and Tracy do. Couldn't recommend them highly enough.

Susan is honest, forthright, and exceptionally driven to help her clients grow their wealth…read more Her office is conveniently located, as well. (That's a great boon for those of us who have little free time to "take care of business" as we strive to earn money through our careers.) Heed her advice -- it's truly expert advice that you won't regret having taken. Absolutely top notch work.

From the owner: Susan Penney is registered with and offer securities through Kovack Securities, Inc. Member…read moreFINRA/SIPC. 6451 North Federal Hwy, Suite 1201, Ft. Lauderdale, FL 33308 (954)782-4771. Advisory Services offered through Kovack Advisors, Inc. a SEC registered investment advisory firm. Penney Wise ® Wealth Advisors, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc. "Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Susan Penney and/or Penney Wise ® Wealth Advisors, Inc.; positive reviews of experiences with Susan Penney and/or Penney Wise ® Wealth Advisors, Inc. may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

This office in North OKC is always friendly. The staff take the time to assess client needs and…read moreprovide quality service.

I'm sorry to say, but they're in it for the money only! Walked in there today to ask one of their…read moreexperts what courses they would recommend me to take to become a sharper broker. Once the receptionist realize that there was no money in it for them... She repeatedly directed me to schwab.com and pick out a job ... Lesson learned, unless you're walking in to pay them money don't bother coming here !