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About Us

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 Planners™, 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. Our service is designed entirely around our clients, as we work closely with you to thoroughly understand your situation and develop a personalized plan that has only your very best interests in mind.

Planning for your retirement and navigating your financial future can seem like a daunting task, but we at Ozanne Financial Services listen to your concerns and help you develop a plan to address them. Our greatest accomplishment is giving our clients the confidence that they are on a path to financial success, and providing comfort in the fact that we stand by them every step of the way.

For 68 years we have dedicated ourselves to helping our clients make their financial dreams a reality. Establishing long-term trust, loyalty and satisfied, successful clients is our primary objective.