Customized financial plans in Oklahoma
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Merrill Lynch Financial Advisor Ivan Williams
● ClosedMerrill Lynch Financial Advisor Ivan Williams is located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Ivan Williams began his financial services career in 2009 and is dedicated to helping clients build a wealth management strategy tailored to their individual needs. With a focus on delivering a comprehensive approach to managing wealth, Ivan listens carefully to clients and helps them make informed decisions as they develop their financial strategy. Supported by the global resources of Merrill Lynch, Ivan's team is committed to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Ivan prioritizes understanding what matters most to each client and works to design and implement a personalized plan to help them pursue their financial goals while managing investment risk.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Edward Jones - Financial Advisor: Terry L Chase
● OpenEdward Jones - Financial Advisor: Terry L Chase is a finance institution located at 301 West Will Rogers Boulevard in Claremore, Oklahoma, United States. As a trusted financial advisor, Terry L Chase provides personalized investment and wealth management services to help clients achieve their financial goals. With a commitment to excellent customer service and a focus on long-term financial planning, Edward Jones - Financial Advisor: Terry L Chase is dedicated to helping individuals and families secure their financial future. Contact Terry L Chase today to schedule a consultation and start planning for a more financially secure tomorrow.
301 W Will Rogers Blvd, Claremore, OK 74017, United States -
Principal Financial Group
● OpenPrincipal Financial Group is a leading financial institution located at 601 West Will Rogers Boulevard in Claremore, Oklahoma, United States. Specializing in finance, they offer a wide range of services including investments, retirement planning, insurance, and wealth management. With a focus on helping individuals and businesses achieve their financial goals, Principal Financial Group is dedicated to providing expert advice and personalized solutions to meet the unique needs of their clients. Their experienced team of professionals is committed to delivering top-notch service and guidance to ensure financial success and security for all their customers.
601 W Will Rogers Blvd, Claremore, OK 74017, United States -
Merrill Lynch Financial Advisor Alan H Ford
● ClosedMerrill Lynch Financial Advisor Alan H Ford, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a finance institution that specializes in overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners. The FHB Wealth Management Group offers personalized service in a boutique-like setting, coupled with the extensive resources of a global institution. With over half a century of experience, the team at FHB Wealth Management Group crafts tailored wealth management strategies to address both immediate and long-term financial goals. Their services include retirement planning, managing concentrated stock holdings, tax-efficient wealth transfer methods, and access to trust and philanthropic services. The team of highly skilled advisors at Merrill Lynch is dedicated to providing innovative strategies to safeguard and grow assets, create diverse portfolios, and leverage market opportunities. Clients can expect personalized attention and guidance to help them achieve their financial objectives. With a focus on building strong client relationships based on trust, Merrill Lynch Wealth Management Advisors work with clients to develop customized investment approaches to address their unique needs and goals. The team at Merrill Lynch encourages clients to seek the advice of experienced financial advisors to help navigate life's financial complexities and build a secure financial future.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Edna Hird
● ClosedMerrill Lynch Financial Advisor Edna Hird is a finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Supported by the global resources of Merrill, Edna's team is dedicated to building strong client relationships based on trust and personalized service. The team offers wealth planning, portfolio management, retirement income strategies, residential lending, education funding, insurance services, trust services, and banking through Bank of America, N.A. With over 50 years of combined experience, the team at Merrill Lynch Wealth Management is committed to helping clients preserve, grow, and distribute their wealth in alignment with their goals and risk tolerance. They work closely with clients to develop personalized, strategic advice to help them achieve their financial objectives. The team believes in prioritizing the goals and aspirations of their clients, offering customized investment approaches, and providing comprehensive financial solutions. They are dedicated to helping clients navigate the complexities of their financial lives and stay on track to reach their goals. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Edna Hird is committed to helping clients achieve their financial aspirations.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Jason Copass - COUNTRY Financial Agent
● ClosedJason Copass - COUNTRY Financial Agent is a reputable insurance agency located at 8282 South Memorial Drive in Tulsa, Oklahoma. Specializing in finance, health, and insurance services, Jason Copass and his team are dedicated to providing personalized and comprehensive coverage options to meet the unique needs of each client. With a focus on customer satisfaction and building long-lasting relationships, they strive to offer expert advice and top-notch service to ensure peace of mind and financial security for individuals and families. Trust Jason Copass - COUNTRY Financial Agent for all your insurance and financial planning needs.
8282 S Memorial Dr Ste 205, Tulsa, OK 74133, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a reputable finance and insurance agency located at 4501 University Boulevard in Durant, Oklahoma, United States. With a strong commitment to helping individuals and families achieve financial security and peace of mind, Northwestern Mutual offers a wide range of insurance and investment products to meet their clients' needs. The institution prides itself on providing personalized financial planning services and expert guidance to help clients achieve their long-term financial goals. With a history of excellence and a dedication to customer service, Northwestern Mutual is a trusted name in the financial services industry.
4501 University Blvd suite a, Durant, OK 74701, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located at 9 East 4th Street in Tulsa, Oklahoma, United States. They are dedicated to helping individuals and businesses achieve financial security through their comprehensive range of insurance and investment products. With a strong reputation for reliability and customer service, Northwestern Mutual is a trusted partner in planning for the future and protecting what matters most.
9 E 4th St, Tulsa, OK 74103, United States -
Well Preserved Advisory Group
● OpenWell Preserved Advisory Group is a premier finance institution located at 4800 North Mayfair Drive in Oklahoma City, Oklahoma, United States. Our team of experienced financial advisors is dedicated to helping our clients protect and grow their wealth for the long term. With a focus on preservation and strategic planning, we provide personalized financial solutions tailored to each individual's unique goals and needs. Whether you are planning for retirement, saving for your children's education, or looking to maximize your investments, Well Preserved Advisory Group is here to guide you every step of the way. Trust us to help you secure a bright financial future.
4800 N Mayfair Dr, Oklahoma City, OK 73112, United States -
Retirement Solutions, LLC
● ClosedRetirement Solutions, LLC is a finance institution located in Oklahoma City, Oklahoma. Our dedicated team specializes in providing personalized retirement planning services to help individuals achieve their financial goals for the future. With a focus on creating customized solutions tailored to each client's unique needs, we are committed to helping our clients navigate the complexities of retirement planning with confidence and peace of mind. Visit us at 9909 South Pennsylvania Avenue to learn more about how we can assist you in securing a financially secure retirement.
9909 S Pennsylvania Ave, Oklahoma City, OK 73159, United States -
CORE GROUP US
● ClosedCORE Group is an institution located at 8901 Commerce Park Drive in Oklahoma City, Oklahoma, United States. Specializing in accounting and finance, we are dedicated to providing expert financial guidance and accounting services for creative businesses. Our mission is to turn your passion into profit by offering comprehensive services such as tax planning, bookkeeping, and investment advice. With over 25 years of experience, we have assisted thousands of entrepreneurs in the creative industry, helping them navigate complex tax scenarios and increase profitability through the Profit First method. As your virtual CFO, we are committed partners in your business, focusing on your financial needs while you concentrate on your craft. Our team of experts understands the unique challenges faced by creative business owners and possesses the knowledge to guide you through every intricacy. From quarterly planning to relationship building, we are here to help you thrive in your creative journey.
8901 Commerce Park Dr, Oklahoma City, OK 73132, United States -
OU Federal Credit Union Lindsey
● ClosedOU Federal Credit Union Lindsey is a trusted financial institution located at 2000 West Lindsey Street in Norman, Oklahoma. As a credit union, we prioritize the financial well-being of our members by offering a range of services including ATM access and financial planning. Our dedicated team is committed to providing personalized service and helping our members achieve their financial goals. Visit us today to experience the benefits of banking with OU Federal Credit Union Lindsey.
2000 W Lindsey St, Norman, OK 73069, United States -
Payment 1 Loans - Del City
● ClosedPayment 1 Loans in Del City, Oklahoma has been serving the community with easy and personalized loan solutions since May 2021. Located at 4720 Southeast 29th Street, our friendly staff is ready to help you with excellent service and advice. You can use your vehicle as collateral for a title loan and still drive it while paying off the loan. Unfortunately, online applications are not available for New Mexico residents at this time. Our team will review your documents and run a quick credit check to determine eligibility. Once approved, you can receive your loan offer and funds immediately. With flexible payment options and competitive rates, we strive to make the borrowing experience as stress-free as possible. Additionally, we offer tax preparation services to help you get your refund quickly and easily. Visit Payment 1 Loans in Del City for quick loans with great service from welcoming staff who go above and beyond to assist you in your time of need.
4720 SE 29th St, Del City, OK 73115, United States -
Regional Finance
● ClosedRegional Finance is a leading financial institution located at 701 North Main Street in Stillwater, Oklahoma, United States. We offer a wide range of financial services including personal loans, installment loans, and tax preparation assistance. With a focus on providing personalized and reliable financial solutions, our experienced team is dedicated to helping our customers achieve their financial goals. Whether you need assistance with managing your budget, consolidating debt, or planning for the future, Regional Finance is here to help. Visit us today to learn more about how we can support your financial needs.
701 N Main St, Stillwater, OK 74075, United States -
Regional Finance
● ClosedRegional Finance is a financial institution located at 302 West Edmond Road in Edmond, Oklahoma, United States. As a trusted provider of financial services, Regional Finance offers a wide range of solutions to help individuals and businesses manage their finances effectively. With a focus on personalized service and expert advice, Regional Finance is committed to helping customers achieve their financial goals. Whether you need a loan, investment advice, or assistance with budgeting, Regional Finance is here to help you navigate the complex world of finance. Visit us today to learn more about how we can support your financial needs.
302 W Edmond Rd, Edmond, OK 73003, United States -
Regional Finance
● ClosedRegional Finance is a financial institution located at 1915 West Gore Boulevard in Lawton, Oklahoma, United States. We specialize in providing a wide range of financial services to individuals and businesses in the region. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and exceptional customer service. Whether you need a personal loan, auto financing, or assistance with managing your finances, Regional Finance is here to help. Visit us today to learn more about how we can support your financial needs.
1915 W Gore Blvd Suite 3, Lawton, OK 73501, United States -
Regional Finance
● OpenRegional Finance is a trusted financial institution located at 1500 Hoppe Boulevard in Ada, Oklahoma, United States. Specializing in providing personalized financial solutions, our team of experts is dedicated to helping individuals and businesses achieve their financial goals. Whether you need a loan, investment advice, or assistance with managing your finances, Regional Finance is here to help. With a commitment to excellent customer service and a wide range of financial products, we strive to be your go-to source for all your financial needs. Visit us today to learn more about how we can assist you in reaching your financial aspirations.
1500 Hoppe Blvd Unit 6, Ada, OK 74820, United States -
Ted A Weber, CPA
● ClosedTed A Weber, CPA is a reputable accounting and finance institution located in Mustang, Oklahoma. With over a decade of experience, Ted A Weber offers a wide range of financial services to individuals and businesses in the area. From tax preparation and planning to financial consulting and auditing, their team of skilled professionals is dedicated to providing top-notch services tailored to meet the specific needs of their clients. Conveniently located at 1321 East State Highway 152, Ted A Weber, CPA is a trusted partner for all your accounting and financial needs in the United States.
1321 E State Hwy 152, Mustang, OK 73064, United States -
A New Kind of Tax Services
● Open"A New Kind of Tax Services is a cutting-edge accounting and finance institution located at 3409 South Broadway in Edmond, Oklahoma, United States. Our team of experienced professionals offers a fresh perspective on tax services, providing innovative solutions tailored to meet the individual needs of our clients. Whether you are a small business owner or an individual taxpayer, we are dedicated to helping you navigate the complexities of tax laws and maximize your financial success. Visit us today to experience a new approach to tax services."
3409 S Broadway, Edmond, OK 73013, United States -
Regional Finance
● ClosedRegional Finance is a leading financial institution located at 320 East Carl Albert Parkway in McAlester, Oklahoma, United States. Specializing in providing personalized financial solutions, Regional Finance offers a wide range of services including personal loans, auto loans, and installment loans. With a commitment to helping individuals achieve their financial goals, Regional Finance is dedicated to providing exceptional customer service and tailored financial options. Whether you are in need of financial assistance or looking to improve your credit score, Regional Finance is here to help you every step of the way. Visit us today to learn more about our services and how we can assist you with your financial needs.
320 E Carl Albert Pkwy Suite D, McAlester, OK 74501, United States -
Farmers Insurance - Dustin Kunkel
● ClosedFarmers Insurance - Dustin Kunkel is an insurance agency located at 3 North Main Street in Miami, Oklahoma, United States. As your local Farmers® agent, Dustin Kunkel helps customers identify the insurance coverage that best fits their needs. Whether you need auto, home, renters, business insurance, or more, Dustin has the knowledge and experience to guide you through the process. By offering personalized and straightforward services, he aims to make you smarter about insurance and help you better understand your coverage options. With over 80 years of experience, Farmers Insurance provides comprehensive coverage and competitive rates to protect your assets in case of disaster. Contact Dustin Kunkel today for a consultation and get started on securing your financial future.
3 N Main St, Miami, OK 74354, United States -
Farmers Insurance - Walker Agency
● ClosedFarmers Insurance - Walker Agency is an insurance agency located at 1829 North Main Street in Miami, Oklahoma, United States. We work with a variety of insurers including Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and more to provide our clients with a range of insurance options. Our team is dedicated to helping you find the right coverage for your needs, whether it's for home, auto, life, or business insurance. Contact us today to speak with one of our knowledgeable agents and learn more about how we can help protect what matters most to you.
1829 N Main St, Miami, OK 74354, United States -
Neil Jarvis - State Farm Insurance Agent
● ClosedNeil Jarvis - State Farm Insurance Agent is a trusted insurance agency located at 1021 South Main Street in Grove, Oklahoma, United States. Neil Jarvis has been serving the community as a State Farm Agent since 1981, providing personalized and attentive service to each individual. The team at Neil Jarvis - State Farm Insurance Agent includes experienced professionals such as Scott Shouse, Summer Tunnell, and Gib Russ, who are dedicated to helping customers with their insurance needs. Summer Tunnell, a Personal Account Representative, has been with the agency for 9 years and specializes in Auto, Home, Boat, and Life insurance. Scott Shouse, the Marketing Coordinator, has 23 years of experience in the insurance industry and is well-versed in the community and area. Gib Russ, the Customer Service Representative, joined the team in 2021 and is committed to providing excellent customer service.
1021 S Main St, Grove, OK 74344, United States -
Jim Rexwinkle - State Farm Insurance Agent
● ClosedJim Rexwinkle - State Farm Insurance Agent is an insurance agency located at 1936 North Main Street, Miami, Oklahoma, United States. They offer healthcare plans for couples, including individual plans or combined plans. Married couples can seek guidance on the best approach to this important family decision. The agency also provides information on reporting boating accidents as required by law and offers tips on DIY auto maintenance to combat rising repair costs. Their mission is to provide remarkable service to customers, helping them realize their dreams and manage risks. They aim to be the community's go-to resource for insurance and financial support, building strong relationships that last. For inquiries, contact (918) 542-5526. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. Customers should carefully consider investment objectives and seek advice from tax or legal advisors for personalized guidance.
1936 N Main St, Miami, OK 74354, United States -
Empire Finance of Miami
● ClosedEmpire Finance of Miami is a trusted financial institution located at 1815 North Main Street in Miami, Oklahoma. We offer a wide range of financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to providing personalized solutions and excellent customer service. Whether you need a loan, investment advice, or assistance with financial planning, Empire Finance of Miami is here to help. Visit us today to learn more about how we can help you secure your financial future.
1815 N Main St Suite A, Miami, OK 74354, United States -
World Finance
● ClosedWorld Finance is a leading financial institution located at 405 South Main Street in Grove, Oklahoma, United States. We provide a wide range of financial services to help individuals and businesses achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized solutions and exceptional customer service. Whether you need a loan, investment advice, or assistance with financial planning, World Finance is here to help. Visit us today to learn more about how we can assist you with all of your financial needs.
405 S Main St, Grove, OK 74344, United States -
Western Shamrock Finance
● ClosedWestern Shamrock Finance is a trusted financial institution located at 3426 U.S. 412 in Colcord, Oklahoma, United States. With a focus on providing personalized lending solutions, Western Shamrock is dedicated to helping individuals get the money they need when they need it most. Whether you need a personal loan for rent, car payments, medical bills, or home repairs, Western Shamrock offers flexible installment plans tailored to your specific needs. With over 50 years of experience in the industry, Western Shamrock is known for its exceptional customer service and commitment to helping customers achieve their financial goals. From helping you establish credit to consolidating debts, Western Shamrock is there to guide you every step of the way.
3426 US-412, Colcord, OK 74338, United States -
Farmers Insurance T.J. Burden Agency
● ClosedFarmers Insurance T.J. Burden Agency is a local insurance agency located at 1629 South Main Street in Grove, Oklahoma, United States. The agency is run by T.J. Burden, a resident of Grove and a volunteer firefighter. As a Farmers® agent, T.J. Burden helps customers find the insurance coverage that best suits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers® provides reliable insurance products to protect your assets in case of unforeseen events. T.J. Burden can also assist with life insurance, renters insurance, condo insurance, and recreational insurance for motorcycles, boats, ATVs, and more. Additionally, the agency offers financial services to help you plan for a secure future. Contact T.J. Burden at the Farmers Insurance T.J. Burden Agency for personalized insurance solutions tailored to your unique needs.
1629 S Main St, Grove, OK 74344, United States -
The Rendel Agency, LLC
● ClosedThe Rendel Agency, LLC is a reputable finance and insurance agency located at 26 North Main Street in Miami, Oklahoma, United States. With a team of experienced professionals, they provide a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, The Rendel Agency, LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about their personalized and comprehensive services.
26 N Main St, Miami, OK 74354, United States -
Charles White - State Farm Insurance Agent
● ClosedCharles White - State Farm Insurance Agent is a trusted insurance agency located at 1754 North Academy Street in Guymon, Oklahoma, United States. Specializing in providing personalized insurance and financial services, our team believes in the importance of protecting your loved ones and assets with quality insurance coverage. Whether you are looking for auto, home, life, health, or business insurance, we are here to help you tailor a plan that meets your needs. With a focus on building relationships and earning the trust of our customers, we strive to be the top performing insurance agency in the markets we serve. Our dedicated team, led by Charles White, is committed to providing exceptional service with integrity, commitment, and resourcefulness. We are licensed to offer insurance in Oklahoma, New Mexico, Texas, and Kansas, ensuring that we can assist individuals and families in a wide range of areas.
1754 N Academy St, Guymon, OK 73942, United States
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