TOP 10 Customized investment solutions in Oklahoma City, Oklahoma

Olive Branch Wealth Management, LLC is a finance institution located at 14000 Quail Springs Parkway in Oklahoma City, Oklahoma, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Olive Branch Wealth Management, LLC, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.

Liberty National Financial is a leading financial institution located at 800 West Rock Creek Road in Norman, Oklahoma, United States. Specializing in finance, Liberty National Financial offers a wide range of services including investment planning, insurance options, retirement planning, and more. With a team of experienced professionals, Liberty National Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. Visit us today to learn more about how we can help you make the most of your money.

Edward Jones - Financial Advisor: Zak Dyer, AAMS™ is a reputable financial institution located at 111 East Lee Avenue in Sapulpa, Oklahoma, United States. As a trusted financial advisor, Zak Dyer, AAMS™ provides expert guidance and personalized financial solutions to help clients achieve their long-term financial goals. With a focus on building lasting relationships and offering top-notch customer service, Edward Jones is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Zak Dyer, AAMS™ is committed to providing sound financial advice and tailored investment strategies to meet your unique needs.

1522 Financial is a finance institution located at 2250 East 73rd Street in Tulsa, Oklahoma, United States. Our mission is to provide innovative solutions for long-term financial success by understanding your goals and investment allocation through customized solutions and tax planning. Founded in 2022, our firm offers creative and modern financial services to help you achieve your financial objectives. At 1522 Financial, we specialize in working with professionals such as accountants, doctors, business owners, and engineers. We strive to deliver a premium boutique experience with a lower client count and a higher rate of personal service. As a fiduciary, we do not sell products or earn commissions. Instead, we focus on connecting clients with experts in areas such as estate planning, insurance, accounting, and business succession.

Maxwell & Morse Capital Management, Inc. is a leading finance institution located at 5026 East 101st Street in Tulsa, Oklahoma, United States. Specializing in investment management and financial planning, Maxwell & Morse Capital Management, Inc. offers tailored solutions to meet the unique needs of individual and institutional clients. With a team of experienced professionals and a commitment to excellence, they strive to help clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is a trusted financial institution located at 3023 South Harvard Avenue in Tulsa, Oklahoma. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Judson Johnson, AAMS™ provides top-notch financial planning and investment services to individuals and families in the Tulsa area. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is dedicated to helping you secure a brighter financial future.

Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. Joey Small 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 various areas of financial planning, wealth management, estate planning, retirement planning, and more. Joey Small is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Joey Small aims to help clients achieve their financial goals and secure their financial future.

Edward Jones - Financial Advisor: Alex Hinkle, CFP®|CRPC™ is a trusted financial institution located at 307 East 2nd Avenue in Owasso, Oklahoma. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Alex Hinkle provides expert advice and personalized financial solutions to help clients achieve their long-term goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families navigate the complex world of finance with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or simply looking to better manage your finances, Alex Hinkle and the team at Edward Jones are here to help you every step of the way.

Merrill Lynch Financial Advisor Steve M Jelley, located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States, offers personalized financial services to help clients navigate the complexities of the global investing landscape. With a team of experienced professionals supported by the global resources of Merrill, the institution is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from prestigious financial industry publications such as Barron's, Forbes, and Financial Times, showcasing their commitment to exemplary client service. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals and aspirations. The institution understands that life and financial markets are constantly evolving, and they aim to help clients stay on track to achieve their goals by regularly reviewing and adjusting financial approaches. With a focus on getting to know clients personally and understanding their priorities, Merrill Lynch Wealth Management Advisors work to create customized investment approaches tailored to individual needs and objectives. By offering personalized investment strategies and access to comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Steve M Jelley is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Kyle M Ingram is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, setting the standard for excellence. The advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities, adapting to your changing needs over time. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service.

Merrill Lynch Financial Advisor Ashton C Gunter is a finance institution located at One Warren Place in Tulsa, Oklahoma, United States. The institution, part of CPL Wealth Management & Associates, has been named to the Forbes "Best-in-State Wealth Management Teams" list. The team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They provide sophisticated and highly customized financial strategies for clients with significant wealth, focusing on wealth preservation, transfer, retirement planning, and more. The team works with corporate executives, business owners, non-profits, and affluent families to foster lasting wealth from generation to generation. They believe in a goals-based approach, tailored to each client's aspirations and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, they help clients develop financial plans to address their needs. The team is committed to helping clients pursue their goals, providing personalized investment strategies and comprehensive financial solutions. They offer tools such as Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The institution is dedicated to helping clients navigate the complexities of their financial lives, offering guidance and support every step of the way.

Merrill Lynch Financial Advisor Daniel M Prather, located at One Warren Place in Tulsa, Oklahoma, is a renowned finance institution that has been named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. With a team of talented and experienced individuals, Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. The team at CPL Wealth Management & Associates, operating within Merrill, provides sophisticated and customized financial strategies for clients with significant wealth. They work with corporate executives, business owners, non-profits/foundations, and affluent families to foster lasting wealth from generation to generation. The team assists clients during personal and professional transitions, offering services such as wealth preservation, wealth transfer, managing retirement cash flows, and more. With over 100 years of cumulative financial experience, the team is dedicated to providing focused, goals-based asset management and estate planning strategies. They believe in helping clients pursue their goals by developing personalized plans centered on their aspirations. The team works with clients to address fluctuations in the market and changes in their lives, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors are committed to helping clients build customized investment approaches to address their needs and pursue their goals. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives.

Edward Jones - Financial Advisor: Eric F Dye, AAMS™ is a trusted financial institution located at 9382 E Highway 20 in Claremore, Oklahoma, United States. As a skilled financial advisor with the Accredited Asset Management Specialist (AAMS™) designation, Eric F Dye is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Eric F Dye can provide personalized guidance and tailored solutions to help you reach your financial objectives. With a commitment to integrity, expertise, and exceptional client service, Edward Jones - Financial Advisor: Eric F Dye, AAMS™ is your partner in building a secure financial future.

Merrill Lynch Financial Advisor James C Aldag is a prestigious finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution is proud of its advisors who have received recognition from various financial industry publications. The team at Merrill is dedicated to providing exemplary client service and personalized financial solutions. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and tailored service. The institution offers a range of financial services, including credit services through Bank of America, N.A. The advisors at Merrill Lynch Wealth Management focus on understanding each client's unique needs, goals, and priorities to create a personalized financial plan. By listening carefully and asking thoughtful questions, the team helps clients manage investment risk and pursue their financial goals. The institution believes in the importance of ongoing communication and collaboration to help clients stay on track towards achieving their goals. The team at Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach that aligns with their needs and aspirations. Whether clients are planning for retirement, saving for a major purchase, or funding their children's education, the team at Merrill is there to provide guidance and support every step of the way. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor James C Aldag is committed to helping clients achieve their financial goals and live their best financial life.

Tim Veldstra - Thrivent is a finance institution located at 2448 East 81st Street in Tulsa, Oklahoma, United States. With over 20 years of experience in the financial services industry, Tim Veldstra focuses on helping clients achieve their financial goals and priorities. Licensed in multiple states, including AR, CA, FL, KS, MO, OK, PA, and TX, Tim Veldstra offers holistic and tailored financial advice to assist clients in navigating their financial journey. Whether you need assistance with a single financial issue or want to build a comprehensive financial plan, Tim Veldstra is dedicated to helping you strengthen your financial security. You can schedule a 30-minute consultation with Tim Veldstra today to discuss your financial needs. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult with their attorney or tax professional. Thrivent offers a Financial Planning Framework and Dedicated Planning Services to help clients with their financial planning needs. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information about their financial advisors and professional designations.

Merrill Lynch Financial Advisor Robert P. Connor is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Bo is dedicated to providing highly customized wealth management strategies and services to a select group of clients, focusing on tax-efficient investment planning, asset preservation, wealth transfer planning, and philanthropic planning. Bo's approach is built on the principles of stewardship, understanding clients' missions, investment discipline, and leadership. His team includes Wealth Management Client Associates and specialists in various areas of wealth management. Bo holds the Chartered Retirement Planning Counselor designation and is a qualified Portfolio Manager. He consistently achieves the Firm's Community Volunteer Honor Roll. Bo's mission is to understand his clients and help them achieve their financial goals. With Merrill Personal Wealth Analysis™, he can create personalized plans centered on clients' goals and priorities. By understanding clients' needs and priorities, Bo can provide comprehensive strategies to turn their financial goals into reality. Through ongoing conversations and assessments, Bo helps clients adapt their financial approach to reflect changes in their lives and goals. He believes that financial success is achieved through thoughtful analysis, personalized solutions, and clear communication. As a Merrill Lynch Wealth Management Advisor, Bo is committed to helping clients navigate the complexities of their financial journey.

Merrill 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.

Principal 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.

Merrill 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.

Welcome to L & L Kitchen & Bath, located at 7010 Northwest 39th Expressway in Bethany, Oklahoma, United States. We are a premier hardware store specializing in top-notch countertops for kitchen and bathroom renovations. Step into our showroom and explore a wide range of countertop materials, from luxurious granite and marble to durable quartz and practical laminate. Our curated selection ensures that you'll find the perfect countertop to enhance the beauty and functionality of your space.

Located in Tulsa, Oklahoma, the TDW Global Training Center is a premier institution offering top-notch training programs for professionals in the pipeline industry. With a focus on maintaining optimal product flow and maximizing return on investment, TDW is dedicated to providing the highest standards of safety, health, quality, and environmental responsibility. Our experienced field technicians undergo rigorous training in hot tapping, plugging, and pigging techniques, ensuring that they are equipped to handle any challenges that may arise in pipeline maintenance and optimization. Our LINEMASTER® curriculum, developed over a century of industry experience, offers comprehensive instruction for both TDW employees and customers looking to operate TDW equipment safely and efficiently.

BCR Private Wealth Resources is a premier financial institution located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, United States. Our expert team of financial advisors provides personalized wealth management services to high-net-worth individuals, families, and businesses. With a focus on long-term financial planning and investment strategies, we help our clients achieve their financial goals and secure their financial future. Contact us today to learn more about how BCR Private Wealth Resources can help you build and preserve your wealth.

Arden Northwest is a reputable real estate agency located at 2301 Northwest 122nd Street in Oklahoma City, Oklahoma, United States. With a team of experienced and dedicated real estate professionals, Arden Northwest offers a wide range of services to help clients buy, sell, or rent properties in the area. Whether you are looking for a new home, commercial space, or investment property, Arden Northwest is committed to providing top-notch service and guidance throughout the entire real estate transaction process. Contact them today to see how they can assist you with your real estate needs.

Legend Roofs is a reputable roofing contractor in Norman, Oklahoma, offering a wide range of services including roofing repair, new roof installation, replacement, and inspections. With a focus on quality and customer satisfaction, our skilled and experienced roofing experts are equipped to handle any roofing project, big or small. Located at 2413 East Tecumseh Road in Norman, Legend Roofs takes pride in being a trusted local roofer for the community. We use only the finest quality traditional shingles and durable metal roofing solutions from top brands like Owens Corning Corporation, ensuring long-lasting results and peace of mind for our customers.

Welcome to Maaco Auto Body Shop & Painting, the premier destination for auto repair in Tulsa, Oklahoma. Conveniently located at 9607 E 54th St, our locally owned and operated facility is your trusted partner for all your vehicle repair needs. Specializing in everything from routine dents and dings to significant structural damages, our skilled technicians deliver top-quality workmanship that you can rely on, every time. At Maaco, we understand that your vehicle is more than just a mode of transportation—it's an investment. That's why we offer a lifetime warranty on all structural repairs, giving you peace of mind and assurance in our services. In addition to expert dent repair, we provide premium painting solutions tailored to fit your budget and preferences, all backed by reliable warranties. Our commitment to affordability and customer satisfaction makes your experience with us straightforward and hassle-free.