InvesTrust

InvesTrust InvesTrust is a trust company located in Oklahoma City At InvesTrust we specialize in personal and institutional investments.

These services include IRA's, personal and institutional trusts, investment management, custody services, and company retirement plans, like 401(k)'s.

Financial scams targeting older adults are becoming increasingly sophisticated. Knowing the warning signs and having a p...
08/08/2026

Financial scams targeting older adults are becoming increasingly sophisticated. Knowing the warning signs and having a plan in place can help protect the people you love from financial fraud.

From 2020 to 2024, the 60-plus age group's reported losses have jumped 300% to $2.4 billion from $600 million, according to the Federal Trade Commission.

Retirement isn't determined by your savings alone. Life has a way of changing even the best-laid plans. Career shifts, h...
07/25/2026

Retirement isn't determined by your savings alone.

Life has a way of changing even the best-laid plans. Career shifts, health concerns, caregiving responsibilities, and other major life events can all affect when you're ready to retire. Here's why it's important to plan for more than just the numbers.

Major life events—from health changes to family shifts—can shape retirement timing, income planning, and lifestyle decisions. See which catalysts matter most.

Ready to buy a house before the end of 2026? Now's the time to make a plan.
07/15/2026

Ready to buy a house before the end of 2026? Now's the time to make a plan.

Do you want to buy a house at the beginning of 2026? Learn what to expect from the 2026 housing market so you're prepared to buy in the next few months.

Closing costs can be significant when buying a new home. Unsure what to expect? This is the ultimate guide to closing co...
06/25/2026

Closing costs can be significant when buying a new home. Unsure what to expect?

This is the ultimate guide to closing costs, which describes each type of fee and how much you can expect to pay.

Closing costs make up a huge chunk of your home-buying budget. Our guide breaks down each type of closing cost, how much you'll pay, and how to reduce these fees.

Retirement doesn’t automatically mean your 401(k) has to move. More plans now let retirees keep their money in place, se...
05/31/2026

Retirement doesn’t automatically mean your 401(k) has to move. More plans now let retirees keep their money in place, set up regular income payments, and access new retirement-focused features.

Before rolling everything into an IRA, it’s worth understanding all your options.

Companies increasingly are allowing more flexibility with withdrawals, and some are offering annuity options.

Trying to be more financially responsible in 2026? Three tips: - Make credit card payments the responsible way- Know the...
05/11/2026

Trying to be more financially responsible in 2026? Three tips:
- Make credit card payments the responsible way
- Know the difference between needs and wants
- Put money into an emergency fund - even if it's small

Learn how:

Just being able to make your credit card payments isn't enough. Here are some tips on how to become more financially responsible.

If you’ve felt sidelined by the real estate market in years past, it’s fair to wonder whether 2026 finally looks differe...
04/14/2026

If you’ve felt sidelined by the real estate market in years past, it’s fair to wonder whether 2026 finally looks different. Find out what experts are predicting:

The housing market outlook for next year includes marginally lower mortgage rates and cooling home prices. Learn what to expect in 2026 and how to prepare now.

Here are some basic ways to lower your tax liability for your 2025 return.
03/22/2026

Here are some basic ways to lower your tax liability for your 2025 return.

Tax season has begun, but there are still ways for retirees to reduce their 2025 tax bill.

Keeping more of your money in retirement is your end goal, and tax time offers ways to maximize your nest egg. Here are ...
02/08/2026

Keeping more of your money in retirement is your end goal, and tax time offers ways to maximize your nest egg. Here are some basic ways to lower your tax liability for your 2025 return.

Tax season has begun, but there are still ways for retirees to reduce their 2025 tax bill.

Address

5100 N Classen Boulevard, Ste 620
Oklahoma City, OK
73118

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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