TOP 10 Comprehensive wealth management in Oklahoma
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Empire Finance of Roland
● ClosedEmpire Finance of Roland is a leading financial institution located at 105 East Ray Fine Boulevard in Roland, Oklahoma, United States. Specializing in a wide range of financial services, including loans, investments, and financial planning, Empire Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellent customer service, Empire Finance of Roland is a trusted partner for all your financial needs. Visit us today to learn more about how we can help you secure your financial future.
105 E Ray Fine Blvd Suite P, Roland, OK 74954, United States -
Diamond Finance Poteau
● ClosedDiamond Finance Poteau is a trusted institution located at 2208 North Broadway Street in Poteau, Oklahoma. Specializing in accounting and finance services, we have been serving the community since 1974. As a locally owned and operated business, we understand the financial needs of our neighbors and are dedicated to providing fast and reliable assistance. With 71 convenient locations throughout Oklahoma, we are here to help you with personal loans, tax preparation, and more. Our experienced team can often approve loans in as little as 30 minutes, ensuring that you can quickly get back to your normal routine. We are committed to maximizing your return and offering the largest refund possible. Our services are fully licensed and regulated by the state of Oklahoma, providing you with peace of mind. Whether you need assistance with tax preparation or are in need of a personal loan, Diamond Finance Poteau is here to assist you. Contact us today to speak with one of our friendly representatives, available Monday-Friday from 9am-5pm.
2208 N Broadway St STE 106, Poteau, OK 74953, United States -
High Performance Health
● ClosedHigh Performance Health is a premier health institution located at 12221 East 51st Street in Tulsa, Oklahoma, United States. Our focus is on providing comprehensive primary care with a specialization in Functional Medicine, along with a range of weight management and healthy lifestyle services. Our personalized approach to treatment includes the use of a Styku body scanner to track progress and body composition. We also offer MRT Testing to address diet-induced inflammation. Monnica, our dedicated healthcare provider, has a wealth of experience in various medical fields and is currently finishing her Functional Medicine Certification. Her passion for helping others stems from her own health journey, and she is committed to providing compassionate care to all patients. Monnica takes the time to listen to each patient's concerns and works with them to create individualized treatment plans.
12221 E 51st St Ste A, Tulsa, OK 74146, United States -
MSCI
● ClosedMSCI, located at 201 David L Boren Boulevard in Norman, Oklahoma, United States, is a leading institution that helps managers navigate the ever-changing financial industry landscape. Through their world-class research in multiple asset classes, factors, ESG, and climate investing, MSCI provides pension funds, sovereign wealth funds, family offices, and other institutional investors with the tools and frameworks they need to make better investment decisions. Banks also rely on MSCI for investment decisions and to navigate complexity with confidence, utilizing their research, analytics, and indexes. Companies benefit from MSCI's comprehensive ESG and climate data, measures, and analytical tools to benchmark performance and make informed decisions. Hedge funds use MSCI's solutions to identify risk factors and maximize returns in dynamic markets, while insurance companies rely on MSCI to manage financial risk and regulatory complexities.
201 David L Boren Blvd # 300, Norman, OK 73072, United States -
Paul Financial Solutions
● ClosedPaul Financial Solutions is a trusted insurance agency located at 333 West Main Street in Ardmore, Oklahoma. With a commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we have the knowledge and expertise to tailor a policy to meet your specific needs. Contact us today to learn more about how we can help you achieve financial security and peace of mind.
333 W Main St #260, Ardmore, OK 73401, United States -
Buddy Bronn: Primerica - Financial Services
● OpenBuddy Bronn: Primerica - Financial Services is a trusted finance and insurance agency located at 13312 North Macarthur Boulevard in Oklahoma City, Oklahoma, United States. With a focus on providing personalized financial solutions, Buddy Bronn and his team are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica offers a wide range of services to meet your needs. Contact Buddy Bronn: Primerica - Financial Services today to schedule a consultation and take the first step towards securing your financial future.
13312 N MacArthur Blvd, Oklahoma City, OK 73142, United States -
Robert Garcia - Prudential Financial
● OpenRobert Garcia - Prudential Financial is a reputable finance and insurance agency located at 3817 Northwest Expressway in Oklahoma City, Oklahoma, United States. With a strong focus on providing personalized and comprehensive financial solutions, the institution offers a wide range of services including investment planning, retirement planning, insurance policies, and wealth management. The team of experienced professionals at Robert Garcia - Prudential Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for insurance coverage or investment advice, this institution is committed to providing top-notch services tailored to meet your individual needs.
3817 Northwest Expy #800, Oklahoma City, OK 73112, United States -
Arron Harrison, Bankers Life Agent
● OpenArron Harrison, Bankers Life Agent is an insurance agency located at 1900 Northwest Expressway in Oklahoma City, Oklahoma, United States. Specializing in life insurance, retirement planning, and long-term care coverage, our team of experienced agents is dedicated to helping clients protect their financial futures. With a focus on personalized service and tailored solutions, Arron Harrison, Bankers Life Agent is committed to providing peace of mind and security for individuals and families. Contact us today to learn more about our insurance products and how we can help you plan for the unexpected.
1900 Northwest Expy Ste R-225, Oklahoma City, OK 73118, United States -
Jack Chavez - Prudential Financial
● OpenJack Chavez - Prudential Financial is a reputable finance and insurance agency located at 2220-E West Houston Street in Broken Arrow, Oklahoma. With a commitment to providing top-notch financial services and insurance products, our team of experienced professionals is dedicated to helping clients achieve their financial goals and protect their assets. Whether you are looking for retirement planning, investment advice, or insurance coverage, Jack Chavez - Prudential Financial is here to assist you every step of the way. Visit us today to learn more about how we can help secure your financial future.
2220-E W Houston St suite e, Broken Arrow, OK 74012, United States -
Kody Newlin, Bankers Life Agent
● ClosedKody Newlin, Bankers Life Agent is an insurance agency located at 7633 East 63rd Place in Tulsa, Oklahoma, United States. As a Unit Sales Manager and Insurance Sales Representative, Kody Newlin and his team offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Kody Newlin, Bankers Life Agent is helping individuals compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some plans even offer premiums as low as $0 per month.
7633 E 63rd Pl Ste 100, Tulsa, OK 74133, United States -
Edward E Sutter & Associates
● OpenEdward E Sutter & Associates is a reputable law firm located at 401 College Avenue in Alva, Oklahoma. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of expert guidance and representation. Whether you are facing a personal injury case, need assistance with family law matters, or require criminal defense representation, Edward E Sutter & Associates is dedicated to helping you navigate the legal system with confidence. Trust in their professionalism and expertise to achieve the best possible outcome for your case.
401 College Ave, Alva, OK 73717, United States -
Oath - Tulsa Estate Planning & Investment Attorneys
● ClosedOath - Tulsa Estate Planning & Investment Attorneys is a reputable institution located at 1214 East 33rd Street in Tulsa, Oklahoma, United States. Specializing in finance and legal services, their team of experienced attorneys are dedicated to helping clients with estate planning and investment matters. With a commitment to professionalism and integrity, Oath provides expert guidance and support to ensure their clients' financial and legal needs are met with the utmost care and attention to detail. Trust Oath - Tulsa Estate Planning & Investment Attorneys to provide top-notch services for all your financial and legal needs.
1214 E 33rd St, Tulsa, OK 74105, United States -
De Simone Law, PLLC
● ClosedDe Simone Law, PLLC, located at 321 South Boston Avenue in Tulsa, Oklahoma, is led by Ms. De Simone who brings a wealth of experience in both the legal and healthcare fields. With a background in civil rights, toxic tort, environmental law, and medical malpractice, Ms. De Simone has successfully represented state agencies and large corporations in Florida and Oklahoma. She is licensed to practice law in multiple courts, including the United States Supreme Court. In addition to her law degree, she holds a Masters of Science in Nursing and is a national speaker on nursing and legal issues. De Simone Law, PLLC specializes in health law matters such as HIPAA compliance, risk analysis, and risk management for healthcare companies and organizations. Ms. De Simone is also a dual certified Advanced Practice Registered Nurse, Clinical Nurse Specialist, and Family Nurse Practitioner, bringing a unique perspective to her legal practice.
321 S Boston Ave #300, Tulsa, OK 74103, United States -
Master Finance Company
● ClosedWelcome to Master Finance Company, located at 7 North Washington Street in Ardmore, Oklahoma. We are a leading finance institution dedicated to providing top-notch financial services to our clients. Our team of experienced professionals is here to assist you with all your financial needs, whether it be personal loans, mortgage services, or investment advice. At Master Finance Company, we strive to help you achieve your financial goals and secure a stable financial future. Visit us today and let us help you master your finances.
7 N Washington St B, Ardmore, OK 73401, United States -
Sooner State Bank
● ClosedSooner State Bank is a trusted financial institution located at 2 Southeast 4th Street in Tuttle, Oklahoma. As a full-service bank, we offer a range of financial services including checking and savings accounts, loans, mortgages, and investment options. Our convenient ATM services make accessing your funds quick and easy. With a commitment to exceptional customer service and community involvement, Sooner State Bank is dedicated to helping our customers achieve their financial goals.
2 SE 4th St, Tuttle, OK 73089, United States -
Quail Creek Investment Center
● ClosedQuail Creek Investment Center is a leading financial institution located at 12201 North May Avenue in Oklahoma City, Oklahoma. Specializing in investment services, the center offers a wide range of financial products and expertise to help clients achieve their financial goals. With a team of experienced professionals, Quail Creek Investment Center provides personalized advice and solutions tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Quail Creek Investment Center is dedicated to helping you succeed.
12201 N May Ave Ste. A, Oklahoma City, OK 73120, United States -
Empire Finance of Kingfisher
● ClosedEmpire Finance of Kingfisher is a reputable financial institution located at 108 West Will Rogers Drive in Kingfisher, Oklahoma, United States. Specializing in providing a wide range of financial services, Empire Finance is committed to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, Empire Finance offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for personal loans, investment opportunities, or financial planning advice, Empire Finance of Kingfisher is here to help you navigate the complex world of finance with confidence and ease.
108 W Will Rogers Dr, Kingfisher, OK 73750, United States -
Clements Financial & Consulting
● OpenClements Financial & Consulting is a leading accounting and finance institution located at 112 South 9th Street in Frederick, Oklahoma, United States. Our team of experts provides a wide range of financial services, including tax preparation, bookkeeping, financial planning, and consulting. With a commitment to excellence and personalized service, we help individuals and businesses achieve their financial goals. Contact us today to learn more about how we can assist you with your financial needs.
112 S 9th St, Frederick, OK 73542, United States -
TRW Financial LLC
● ClosedTRW Financial LLC is a finance institution located at 16131 County Street 2740 in Minco, Oklahoma, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, TRW Financial LLC is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
16131 County Street 2740, Minco, OK 73059, United States -
Red Earth Systems, LLC
● ClosedRed Earth Systems, LLC is a finance institution located at 7725 West Reno Avenue in Oklahoma City, Oklahoma, United States. Specializing in providing financial solutions to individuals and businesses, Red Earth Systems, LLC offers a range of services including investment management, financial planning, and wealth management. With a team of experienced professionals, the institution is dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Red Earth Systems, LLC is committed to providing personalized and comprehensive financial services tailored to your specific needs.
7725 W Reno Ave, Oklahoma City, OK 73127, United States -
Compass 360 Financial
● ClosedCompass 360 Financial is a finance institution located at 105 South Main Street in Blanchard, Oklahoma, United States. We offer a wide range of financial services to help individuals and businesses navigate their financial goals. Our team of experienced professionals provides personalized financial planning, investment management, retirement planning, and insurance solutions to help our clients secure their financial future. With a focus on integrity and transparency, Compass 360 Financial is committed to providing expert guidance and support to help our clients achieve their financial objectives.
105 S Main St, Blanchard, OK 73010, United States -
Swisher Financial Services, LLC.
● OpenSwisher Financial Services, LLC. is a leading financial institution located in Oklahoma City, Oklahoma. With a commitment to providing personalized and comprehensive financial solutions, Swisher Financial Services, LLC. offers a wide range of services including investment management, retirement planning, estate planning, and insurance services. Our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Visit us at 3600 Northwest 138th Street to learn more about how we can help you manage and grow your wealth.
3600 NW 138th St, Oklahoma City, OK 73134, United States -
Merrill Lynch Financial Advisor Robert C Ryland
● ClosedMerrill Lynch Financial Advisor Robert C Ryland is a finance institution located at 4811 Gaillardia Parkway, Oklahoma City, Oklahoma, United States. With a commitment to building strong relationships with clients, Robert Ryland is a Certified Financial Planner with extensive experience in helping individuals and families make important financial decisions. As a Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized strategies that may include individual stocks, bonds, model portfolios, and third-party investment strategies. Robert Ryland follows the deep-seated Merrill tradition of community involvement and volunteering. He offers Merrill Personal Wealth Analysis™ to create personalized financial plans centered around clients' goals. By examining key components of clients' life plans, the team provides personalized advice and measurable goals to help clients track progress and adjust their investment strategies over time.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
Carter Byford Wojtek Group of Raymond James
● OpenCarter Byford Wojtek Group of Raymond James is a reputable finance institution located at 4747 Gaillardia Parkway in Oklahoma City, Oklahoma, United States. Specializing in wealth management and financial planning, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and a commitment to excellence, we strive to provide comprehensive and tailored solutions to meet the unique needs of each individual or business. Trust us to guide you towards a secure financial future.
4747 Gaillardia Pkwy Ste 100, Oklahoma City, OK 73142, United States -
Merrill Lynch Financial Advisor Nick Wu
● ClosedMerrill Lynch Financial Advisor Nick Wu is a prestigious finance institution located at 211 North Robinson Avenue, Oklahoma City, Oklahoma, United States. With over two decades of industry experience, Nick and his team provide customized and sophisticated financial advice to high net worth families, corporations, foundations, and trusts. Nick is a CERTIFIED FINANCIAL PLANNER™ with a Masters degree in Economics and Finance. He is also an adjunct faculty member and advisory board member at Meinders School of Business at Oklahoma City University. The institution offers Merrill Personal Wealth Analysis™ to build personalized financial plans focused on individual goals. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. The institution offers a range of services including wealth management, investment strategies, and financial planning.
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102, United States -
Merrill Lynch Financial Advisor Linda Kissler
● ClosedMerrill Lynch Financial Advisor Linda Kissler is located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, United States. As a finance institution, Linda Kissler focuses on managing your wealth by providing personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, Linda helps clients navigate today's changing market conditions. Linda Kissler believes in building strong relationships with her clients by understanding their financial situation, goals, and priorities. Through the Merrill Personal Wealth Analysis™, Linda can create a personalized plan centered on your aspirations and focused on what you want to achieve. By utilizing the Investment Personality Assessment, Linda can further customize your financial approach to help you pursue what matters most to you.
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102, United States -
Raymond James Financial Services, Inc. / Bob M. Neeley
● ClosedRaymond James Financial Services, Inc. is a reputable finance institution located at 3030 Northwest Expressway in Oklahoma City, Oklahoma, United States. Led by experienced financial advisor Bob M. Neeley, this institution offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized financial planning and investment management, Raymond James Financial Services, Inc. is committed to providing top-quality service and guidance to its clients.
3030 Northwest Expy Suite 1450, Oklahoma City, OK 73112, United States -
Merrill Lynch Financial Advisor Chad Parks
● ClosedMerrill Lynch Financial Advisor Chad Parks, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a prestigious institution offering top-notch financial services. The institution has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With a team of talented and experienced individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies to help clients pursue their financial goals. Through a deep understanding of each client's financial picture, Merrill Lynch provides access to investment insights and banking solutions to create a flexible strategy tailored to changing market conditions. The institution believes in putting the client first, focusing on family, goals, and priorities as they evolve over time. By understanding each client's aspirations and concerns, Merrill Lynch helps design and implement personalized plans intended to manage, grow, and preserve wealth for the future. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to help clients refine their investing preferences and build a personalized financial plan. With regular check-ins and adjustments to the financial approach, Merrill Lynch aims to help clients stay on track towards their financial goals. The institution is dedicated to providing comprehensive financial solutions and personalized investment strategies to help clients live their best financial life.
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102, United States -
Merrill Lynch Financial Advisor James S Wood
● ClosedMerrill Lynch Financial Advisor James S Wood is a finance institution located at 4811 Gaillardia Parkway, Oklahoma City, Oklahoma, United States. Managing your wealth with a deep understanding of your financial picture is the focus here. With access to the investment insights of Merrill and banking solutions from Bank of America, personalized wealth management strategies are created to help you pursue your goals. James Wood believes in participating in the community and volunteering with organizations. Personal Wealth Analysis is used to build a personalized plan centered on your goals. The institution focuses on what matters most to you - family, goals, and priorities. The Investment Personality Assessment helps understand your investing preferences better. The institution is dedicated to helping you achieve your financial goals by designing and implementing a personalized plan. Regular check-ins and adjustments are made to keep you on track. The goal is to help you achieve what's most important to you through a customized investment approach. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor James S Wood is committed to helping you live your best financial life.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
The Mettise Group
● ClosedThe Mettise Group is a renowned finance institution located at 2123 North Classen Boulevard in Oklahoma City, Oklahoma, United States. With a strong reputation for providing expert financial services, The Mettise Group offers a wide range of financial solutions to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, The Mettise Group is committed to providing personalized and comprehensive financial solutions tailored to meet your specific needs.
2123 N Classen Blvd, Oklahoma City, OK 73106, United States
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