Comprehensive financial services in Oklahoma

Edward Jones - Financial Advisor: Brett A Thompson, CFP® is a reputable financial institution located at 17300 North May Avenue in Edmond, Oklahoma, United States. Specializing in finance, their experienced advisor, Brett A Thompson, is a Certified Financial Planner (CFP®) who provides personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is a trusted name in the industry for individuals seeking expert financial advice and guidance.

Cayla Taylor is a Financial Advisor at Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, United States. Cayla holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Cayla specializes in providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and a commitment to ongoing education, Cayla is dedicated to helping clients achieve their financial goals and secure their financial future.

Omar M Rosales - Financial Advisor, Ameriprise Financial Services, LLC, located at 581 Merchant Drive, Norman, Oklahoma, United States, offers a wide range of financial services. Omar M Rosales holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate expertise in areas such as asset management, retirement planning, estate planning, investment management, and more. Omar M Rosales is dedicated to providing comprehensive and personalized financial advice to clients, with a focus on ethical practices and continuing education to stay up-to-date on the latest financial strategies. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Omar M Rosales can help you navigate the complex world of finance with confidence.

Adam H Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, United States, offers a range of financial services to meet the needs of individuals and businesses. Adam H Carson holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Adam H Carson's expertise in asset management, retirement planning, estate planning, risk management, and more. Whether you are a retiree, small business owner, high net worth individual, or in need of specialized financial planning, Adam H Carson can provide personalized solutions to help you achieve your financial goals. Contact Adam H Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC, for comprehensive and professional financial advice.

Kyle Louis Williams is a Private Wealth Advisor at Ameriprise Financial Services, LLC located at 3030 Northwest Expressway in Oklahoma City, Oklahoma, United States. Kyle holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Kyle's expertise in asset management, retirement planning, estate planning, investment strategies, and more. Kyle is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Contact Kyle Louis Williams for expert financial advice tailored to your specific needs.

Drew Self is a financial advisor at Ameriprise Financial Services, LLC located at 3030 Northwest Expressway, Oklahoma City, Oklahoma, United States. Drew holds various prestigious certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Drew's expertise and commitment to providing comprehensive financial planning services. Whether you are looking for retirement planning, estate planning, investment management, or insurance advice, Drew Self is equipped to help you navigate the complexities of your financial future. Contact Drew Self today to schedule a consultation and start planning for a secure financial future.

Kelly Thompson - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious finance institution located at 5400 North Grand Boulevard in Oklahoma City, Oklahoma, United States. Kelly Thompson holds several certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and many more, showcasing her expertise in asset management, estate planning, retirement planning, investment strategies, and more. With a focus on providing comprehensive financial solutions to individuals, retirees, small business owners, and high net worth clients, Kelly Thompson is dedicated to upholding the highest ethical standards and providing top-notch financial advice. Whether you are looking for investment opportunities, insurance products, or assistance with estate planning, Kelly Thompson is a trusted and experienced financial advisor who can help you achieve your financial goals.

Matthew Hechtner is a Financial Advisor at Ameriprise Financial Services, LLC located at 3030 Northwest Expressway in Oklahoma City, Oklahoma, United States. He holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise in asset management, estate planning, retirement planning, investment strategies, and more. Matthew Hechtner is committed to providing comprehensive financial planning services to individuals and businesses, helping them make informed decisions to secure their financial future.

Edward Jones - Financial Advisor: Laurie E Meese is a reputable financial institution located at 3770 West Robinson Street in Norman, Oklahoma. As a dedicated financial advisor, Laurie E Meese provides personalized and comprehensive financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and understanding each client's unique needs, Edward Jones - Financial Advisor: Laurie E Meese is committed to providing top-notch financial advice and guidance. Whether you are planning for retirement, saving for education, or investing for the future, Laurie E Meese and her team are here to help you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Jason Robinson, CFP® is a reputable financial institution located at 2812 Washington Drive in Norman, Oklahoma, United States. Specializing in providing comprehensive financial planning services, Jason Robinson, a Certified Financial Planner, offers personalized advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Jason Robinson and his team are dedicated to helping you navigate the complexities of the financial world. Contact Edward Jones - Financial Advisor: Jason Robinson, CFP® today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Debra L Schumacher, CFP® is a reputable financial institution located at 1113 Southwest 30th Court in Moore, Oklahoma, United States. Specializing in comprehensive financial planning services, Debra L Schumacher, a Certified Financial Planner, provides personalized investment advice and guidance to help clients achieve their financial goals. With a commitment to exceptional customer service and a focus on long-term financial success, Edward Jones - Financial Advisor: Debra L Schumacher, CFP® is a trusted partner for individuals and families seeking expert financial advice.

Anthony Cruse is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, United States. Anthony holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial planning services, Anthony is dedicated to helping individuals and small business owners achieve their financial goals. Contact Anthony Cruse today for expert financial advice and personalized wealth management solutions.

Merrill Lynch Financial Advisor Michael L Stewart is a finance institution located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, United States. They prioritize understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you pursue your goals and stay on track, regardless of market fluctuations. By getting to know you personally, they can offer an approach that is built around your life priorities and help you achieve your financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth today and for years to come. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Michael L Stewart can help you navigate the complexities of your financial life and create a customized investment approach to address your needs.

Edward Jones - Financial Advisor Teresa S Malzahn, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 14620 Bogert Parkway in Oklahoma City, Oklahoma, United States. Specializing in personalized financial planning, Teresa Malzahn is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™) with a wealth of experience in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Teresa Malzahn and her team at Edward Jones are dedicated to providing expert advice and guidance to help you navigate the complex world of finance. With a commitment to integrity and customer service, Edward Jones - Financial Advisor Teresa S Malzahn, CFP®|ChFC®|AAMS™ is the trusted partner you need to secure your financial future.

Jackson Hewitt Tax Service is a finance institution located at 2400 South Country Club Road in El Reno, Oklahoma, United States. Although tax advance loans are no longer available this year, our Tax Pros are still ready to assist you in getting your biggest refund. Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. Conveniently located within Walmart, you can get your taxes done while you shop, with the guarantee of receiving your biggest refund. While Refund Advance loans are no longer available this year, we did offer Early Refund Advance at select locations from December 11, 2023, until January 14, 2023, and No Fee Refund Advance at most locations from January 2, 2024, until February 11, 2024.

Raymond James Financial Services is a renowned finance institution located at 5100 North Classen Boulevard in Oklahoma City, Oklahoma, United States. With a strong reputation for providing top-notch financial services, Raymond James offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, the experienced professionals at Raymond James are dedicated to providing personalized and comprehensive financial advice. Trust Raymond James Financial Services to guide you towards a secure and prosperous financial future.

Merrill Lynch Financial Advisor Nikole R Lingelbach, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, offers over 20 years of financial services experience to a diverse clientele. Specializing in investments, retirement planning, tax strategies, and estate planning, Nikki is dedicated to providing personalized solutions to each client's unique financial goals. With a focus on multi-generational families, business owners, and corporate executives, Nikki acts as a caring "life advisor" to help clients navigate complex financial decisions. She collaborates with clients' CPAs and attorneys to ensure a comprehensive planning approach. Nikki holds the Chartered Financial Consultant® (ChFC®) designation and the Certified Plan Fiduciary Advisor (CPFA®) designation, demonstrating her commitment to continual learning and expertise in the field. Committed to giving back to her community, Nikki volunteers with non-profits like Allied Arts. Through Merrill Lynch Wealth Management, Nikki offers personalized financial plans tailored to each client's goals and priorities, helping them achieve financial success and security for the future.

Edward Jones - Financial Advisor: Daylene K Bachman, CRPC™ is a reputable financial institution located at 2545 South Kelly Avenue in Edmond, Oklahoma, United States. Specializing in finance, Daylene K Bachman, a Certified Retirement Planning Counselor, offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized and comprehensive financial planning, clients can trust in the expertise and professionalism of Daylene K Bachman and the Edward Jones team.

Raymond James Financial Services is a reputable finance institution located at 301 North Bryant Avenue in Edmond, Oklahoma, United States. As a trusted financial services provider, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services is dedicated to providing personalized and comprehensive financial advice to individuals and businesses alike. Whether you are looking to plan for retirement, grow your investments, or protect your assets, Raymond James Financial Services can help you navigate the complexities of the financial world with confidence and peace of mind.

Greg Hester - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16311 Sonoma Park Drive, Edmond, Oklahoma, United States. Greg Hester holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Greg Hester's expertise in various financial areas including asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and comprehensive financial planning, Greg Hester is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs.

Edward Jones - Financial Advisor: Connie M Nader is a trusted financial institution located at 755 West Covell Road in Edmond, Oklahoma. As a dedicated financial advisor, Connie M Nader provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or create a comprehensive wealth management strategy, Connie M Nader has the expertise and experience to guide you every step of the way. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Connie M Nader is your partner in financial success.

Merrill Lynch Financial Advisor James Bertsch, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a finance institution with a focus on serving employers with their retirement plan needs. With 20 years of experience in the financial services industry, James holds a bachelor's degree in Finance from the University of Oklahoma and an MBA in Business from Oklahoma City University. He is dedicated to participating in the community and volunteers with local organizations. At Merrill Lynch Wealth Management, James prioritizes understanding his clients and their financial goals. By creating personalized plans centered on the client's aspirations and focused on achieving their desired outcomes, James helps manage investment risk and guide clients towards their financial objectives. Through the Merrill Personal Wealth Analysis™, clients can build a customized plan tailored to their unique needs and priorities.

LPL Financial is a leading finance institution located at 1210 Roosevelt Street in Edmond, Oklahoma, United States. With a strong reputation for providing comprehensive financial services, LPL Financial offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. Their team of experienced professionals is dedicated to providing personalized guidance and support to help clients navigate the complexities of the financial world. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, LPL Financial is committed to helping you succeed.

Merrill Lynch Financial Advisor Bridgette Nicole Hundon is a finance institution located at 211 North Robinson Avenue, Oklahoma City, Oklahoma, United States. The institution provides insights, observations, and ideas to help clients pursue their financial goals. Bridgette Hundon believes in helping clients prepare for the joys and challenges of retirement, capitalizing on new opportunities, and pursuing cherished dreams. She creates a personalized plan for each client to help them grow their investments and preserve their wealth. With access to comprehensive banking solutions from Bank of America, clients can address any financial situation they may encounter. Bridgette Hundon is a problem-solver, thorough, thoughtful, and creative in her thinking. She believes in guiding clients and their families through various life stages and unexpected events. She offers a calming presence to help clients avoid emotional decision making in the face of financial market unpredictability.

Edward Jones - Financial Advisor: Kyle Hare is a reputable finance institution located at 1213 North Green Avenue in Purcell, Oklahoma, United States. Kyle Hare is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Kyle Hare can help create a customized financial strategy tailored to your needs. With a commitment to customer service and a wealth of knowledge in the financial industry, Edward Jones - Financial Advisor: Kyle Hare is a trusted partner in achieving financial success.

WilLo Financial Group, located at 119 West Main Street in Purcell, Oklahoma, is a full-service financial firm dedicated to helping clients achieve their long-term financial goals. With over two decades of experience, our team focuses on helping clients preserve their savings and create a steady income stream for retirement. Our financial advisors operate under a fiduciary responsibility, ensuring that we always act in the best interests of our clients. At WilLo Financial Group, we offer comprehensive financial planning services to help clients better preserve their retirement savings and increase their income in retirement. We address common misconceptions about annuities and provide guidance on how to make informed decisions about your financial future. Additionally, we offer a series of informative videos to help you better understand retirement planning strategies and avoid damaging losses to your savings.

LTC Financial Partners is a leading finance, health, and insurance agency located at 9512 Ridgeview Circle in Oklahoma City, Oklahoma, United States. Specializing in long-term care planning, their team of experts are dedicated to helping individuals and families navigate the complexities of insurance and financial planning for healthcare needs in the future. With a commitment to providing personalized and comprehensive services, LTC Financial Partners is a trusted partner in securing peace of mind for their clients.

Pinnacle Financial Advisors is a finance institution located at 1000 West Wilshire Boulevard, Oklahoma City, Oklahoma, United States. We specialize in providing personalized financial planning and guidance tailored to your goals and values. Our focus is on building strong client relationships and working with you to ensure every dollar works as hard as you do. We offer comprehensive advice and financial strategies that are in your best interest, helping you achieve financial clarity and confidence as you work towards your goals and dreams. As part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, we are committed to providing expert financial solutions to help people make the most of all they've been given. Thrivent believes money is a tool, not a goal, and we are dedicated to helping our clients live more generous lives.

Merrill Lynch Financial Advisor Scott Mullins, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, United States, offers a comprehensive approach to managing wealth. Scott Mullins focuses on understanding each client's needs and goals to develop personalized strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients address various aspects of their financial lives. Scott Mullins is dedicated to delivering excellent service and helping clients pursue their goals, with a focus on business owners, healthcare professionals, trusts, and 401(k) rollovers. In addition to his financial expertise, Scott Mullins is actively involved in the community, volunteering with organizations such as The Epilepsy Foundation of Oklahoma, the Oklahoma Rehabilitation Council, Junior Achievement, AMBUCS, and the Sooner Rotary Club. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

Merrill Lynch Financial Advisor Stephen Grimes is a leading finance institution located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, United States. With a team of experienced professionals, they offer expert financial advice and services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest in the stock market, or create a comprehensive financial plan, Merrill Lynch Financial Advisor Stephen Grimes has the expertise and resources to help you succeed. Contact them today to schedule a consultation and take the first step towards a secure financial future.