Integrated Financial,

15 W 6th St, Tulsa, OK 74119, United States

Integrated Financial is a finance institution located at 15 West 6th Street in Tulsa, Oklahoma, United States. Led by Managing Principal Michael, who has over four decades of experience working with professionals in legal, tax, financial, and accounting fields, Integrated Financial provides unparalleled service and resources to address estate, financial, and business planning challenges. The institution collaborates with New York Life to offer a wide range of financial services to individuals, entrepreneurs, companies, and foundations. The team at Integrated Financial is dedicated to helping clients gain clarity and insight into their vision and goals, whether for themselves, their families, businesses, or communities. The institution is not owned or operated by Eagle Strategies LLC or its affiliates.

In addition to financial planning services, Integrated Financial is actively involved in the community, with Michael and his team members serving on various boards and committees for organizations such as The University of Tulsa, Junior Achievement, and The American Cancer Society. The team includes professionals like Kirk, a financial advisor with extensive experience in estate planning, investment advisory, and wealth management services. Kirk is a Member Agent of The Nautilus Group® and holds designations like CLU® and ChFC® from the American College.

Other team members, such as Jason, Jennifer, Keith, and Donna, bring a wealth of knowledge and experience in financial services, insurance, and client management. From assisting with daily office operations to providing excellent customer service, the team at Integrated Financial is dedicated to helping clients organize their financial life and achieve their goals. The institution is licensed to offer services in multiple states and works with various independent insurance companies in addition to New York Life. Whether you're an individual, business owner, or foundation, Integrated Financial is committed to providing personalized financial solutions tailored to your unique needs.