TOP 10 Customized wealth management in Oklahoma
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Hilltop Securities Inc.
● ClosedHilltop Securities Inc. is a leading finance institution located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, United States. With a strong reputation for excellence and expertise in the financial industry, Hilltop Securities Inc. offers a wide range of financial services to individuals, businesses, and institutions. From investment advisory services to wealth management and capital markets solutions, Hilltop Securities Inc. is dedicated to helping clients achieve their financial goals. With a team of experienced professionals and a commitment to exceptional customer service, Hilltop Securities Inc. is a trusted partner for all your financial needs.
4811 Gaillardia Pkwy Suite 105, Oklahoma City, OK 73142, United States -
Transcendent Capital Group
● ClosedTranscendent Capital Group, located in Edmond, Oklahoma, is a finance institution that believes in tailoring financial advisory services to meet the unique needs of each client, whether individuals, families, or institutions. With a personal approach and robust capabilities, they create customized investment strategies and deliver quality service with every plan presented. Comprehensive planning goes beyond just investments, offering in-depth analysis of all financial aspects to create personalized plans. Diversification across asset classes and alternative options are emphasized to help clients meet long-term objectives while balancing risk and return. The institution offers cash strategies and lending solutions through Raymond James and Raymond James Bank, providing personalized service and understanding of clients' needs. Whether managing personal wealth or transitioning a business, the team focuses on strategic thinking and opportunities for success. Additionally, they provide a suite of cash management, banking, and lending tools to help clients take advantage of unique opportunities.
1008 S Bryant Ave Suite 250, Edmond, OK 73034, United States -
Cornerstone Planning Group Llc
● ClosedCornerstone Planning Group LLC is a finance and insurance agency located at 805 East 33rd Street in Edmond, Oklahoma, United States. With a focus on providing comprehensive financial planning services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Cornerstone Planning Group LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
805 E 33rd St, Edmond, OK 73013, United States -
Future U Financial Inc.
● ClosedFuture U Financial Inc. is a finance institution located at 110 South Hartford Avenue in Tulsa, Oklahoma, United States. At Future U Financial, we empower you to take control of your financial future by providing advice-only financial planning services. Our goal is to help you place trades online for free, increase your odds of achieving a work optional lifestyle, invest appropriately for your goals, and structure your investments to save money on taxes. Our team of financial professionals offers personalized advice based on where you are in life, whether you are new to investing or have been doing it for years. We provide as much or as little hand holding as you need, with the option to choose your plan, make changes or cancel anytime. Our services include active or passive investment strategies, custom meeting calendars, investment alerts, and custom portfolios tailored to your goals.
110 S Hartford Ave Suite 100, Tulsa, OK 74120, United States -
Sullivan Financial Solutions, LLC
● ClosedSullivan Financial Solutions, LLC, located at 1508 South Carson Avenue in Tulsa, Oklahoma, is a finance institution dedicated to helping individuals plan for a secure retirement. By scheduling a meeting with their experienced team, you can share your goals and dreams for retirement, and they will create a Financial Trailmap to help you achieve them. With regular monitoring and a focus on long-term relationships built on trust, Sullivan Financial Solutions is committed to ensuring your financial health and confidence. Their independent status allows them to provide custom financial strategies tailored to your specific needs, whether you are nearing retirement or just starting to plan. They offer a wide array of products and services to help you reach your financial goals.
1508 S Carson Ave, Tulsa, OK 74119, United States -
Raymond James & Associates
● OpenRaymond James & Associates is a finance institution located at 2431 East 61st Street in Tulsa, Oklahoma, United States. With a commitment to providing personalized financial services, Raymond James & Associates offers a wide range of investment options and financial planning solutions to help clients achieve their financial goals. The experienced team of professionals at this institution work closely with clients to develop customized strategies tailored to their individual needs. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, Raymond James & Associates is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
2431 E 61st St #260, Tulsa, OK 74136, United States -
Veitch Legacy Advisors Team - Morgan Stanley
● OpenVeitch Legacy Advisors Team at Morgan Stanley is a leading financial institution located in Tulsa, Oklahoma. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Veitch Legacy Advisors Team is here to help you every step of the way. Visit us at 2200 South Utica Place to learn more about how we can assist you in reaching your financial objectives.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Chestnut Street Advisors
● ClosedChestnut Street Advisors is a leading finance institution located at 6660 South Sheridan Road in Tulsa, Oklahoma. Our team of experienced advisors provides expert financial guidance and personalized investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Chestnut Street Advisors is here to help. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1766, 6660 S Sheridan Rd # 260, Tulsa, OK 74133, United States -
EVERWEALTH
● ClosedEverwealth is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. We offer customized wealth management solutions to meet your unique goals and objectives, with a mission to help our clients achieve Financial Peace of Mind™. Our holistic approach to wealth management focuses on understanding your personal wealth goals and designing a tailored strategy to achieve them while considering potential outcomes. Founded over 20 years ago, Everwealth was built on the philosophy of providing true consultative wealth management, serving our clients' needs above all else. As an independent Registered Investment Adviser, we provide wealth management, investment supervisory, and pension consulting services. We avoid speculative and unnecessary cost-generating activities, instead emphasizing broad diversification and consistent exposure to global market trends.
4200 E Skelly Dr #350, Tulsa, OK 74135, United States -
Seasons Financial Group
● ClosedSeasons Financial Group, located at 6964 South 69th East Avenue in Tulsa, Oklahoma, is a finance institution that offers advisory services through SageOak Financial, LLC. As a financial advisor rooted in timeless biblical wisdom and backed by decades of research in financial science, we aim to provide our clients with peace of mind and certainty in managing their investments and financial lives. Seasons Financial Group, a tradename of SageOak Financial, LLC, is dedicated to helping individuals navigate the complexities of financial planning and investment management.
6964 S 69th E Ave, Tulsa, OK 74133, United States -
Merrill Lynch Financial Advisor Jonathan M. Christensen
● ClosedMerrill Lynch Financial Advisor Jonathan M. Christensen is a Certified Financial Planner professional located at 6100 South Yale Avenue in Tulsa, Oklahoma. With over 16 years of experience in the finance industry, Jonathan is dedicated to helping his clients achieve their financial goals and align their money with their ideal life. He holds an MBA from Regent University and is committed to providing personalized financial plans tailored to each client's needs and priorities. By getting to know his clients on a personal level, Jonathan can offer advice and guidance to help them stay on track towards achieving their goals. Whether it's planning for retirement, buying a home, or funding a child's education, Jonathan's approach is centered on understanding what matters most to his clients and designing a customized plan to help them succeed. As a Merrill Lynch Wealth Management Advisor, Jonathan offers personalized investment strategies and comprehensive financial solutions to help his clients navigate the complexities of their financial lives. With a focus on building one-on-one relationships, Jonathan is dedicated to helping his clients live their best financial life.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
The Legend Group
● OpenThe Legend Group is a finance institution located at 9175 South Yale Avenue in Tulsa, Oklahoma, United States. We are dedicated to providing expert financial services and guidance to our clients, helping them achieve their financial goals and secure their future. Our team of experienced professionals offers a wide range of services, including investment planning, retirement planning, wealth management, and more. With a focus on personalized solutions and exceptional customer service, The Legend Group is committed to helping our clients build and protect their wealth for generations to come.
9175 S Yale Ave STE 200, Tulsa, OK 74137, United States -
Merrill Lynch Financial Advisor Kreg Callery
● ClosedMerrill Lynch Financial Advisor Kreg Callery, located at 6100 South Yale Avenue in Tulsa, Oklahoma, offers customized investment programs for businesses, captive insurance companies, and other institutions. With a focus on generational wealth management, the institution ensures that the needs and goals of clients are understood and addressed with personalized service. As a Bank of America Global Institutional Consultant, The Evans Group provides in-depth knowledge and customized assistance to institutional investors navigating the financial landscape. The team, led by Wealth Management Advisor Ralph Evans, offers a range of institutional investment solutions within a high touch client-consultant relationship. With over four decades of experience, The Evans Group specializes in advising captive insurance companies, providing prudently managed investment strategies tailored to meet specific goals and liabilities. The institution also assists corporate retirement plan sponsors in enhancing their retirement plans through thorough needs assessments, investment menu design, and employee communications strategies. Additionally, The Evans Group offers comprehensive wealth management services for individual clients and multigenerational families, serving as trusted financial advisors for life. Through regular meetings and ongoing discussions, the team ensures that clients' changing needs are addressed and their wealth is managed with rigor and discipline.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Stephen D. O'Sullivan
● ClosedMerrill Lynch Financial Advisor Stephen D. O'Sullivan is located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Stephen and his team are dedicated to understanding your values and goals to help you achieve your financial objectives. With a focus on one-on-one conversations and personalized service, they work with you to create a financial plan that aligns with your individual needs and aspirations. Stephen, a Certified Investment Management Analyst® with a degree in Finance and Management from Oklahoma State University, has been with Merrill since 1998. The team at Merrill Lynch Wealth Management offers a range of services, including personalized financial planning, portfolio management, and wealth transfer solutions. They are committed to building strong client relationships based on trust and collaboration. By utilizing the global resources of Merrill, they provide expert guidance and advice tailored to your unique financial situation.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Edward Jones - Financial Advisor: Lonnie Olson, AAMS™
● ClosedEdward Jones - Financial Advisor: Lonnie Olson, AAMS™ is a trusted financial institution located at 411 South Main Street in Hobart, Oklahoma, United States. Specializing in personal finance and investment management, Lonnie Olson, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones is dedicated to providing top-notch financial planning services to individuals and families in the Hobart area.
411 S Main St, Hobart, OK 73651, United States -
Edward Jones - Financial Advisor: Jacob M Stewart
● ClosedEdward Jones - Financial Advisor: Jacob M Stewart is a reputable finance institution located at 1300 West Gary Boulevard in Clinton, Oklahoma, United States. As a trusted financial advisor, Jacob M Stewart provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Jacob M Stewart is committed to helping clients secure their financial future.
1300 W Gary Blvd, Clinton, OK 73601, United States -
Edward Jones - Financial Advisor: Bobby Abel
● ClosedEdward Jones - Financial Advisor: Bobby Abel is a reputable financial institution located at 7716 Northwest 85th Terrace in Oklahoma City, Oklahoma. As a trusted finance advisor, Bobby Abel provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Bobby Abel and the team at Edward Jones are dedicated to helping clients navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Bobby Abel is committed to providing expert guidance and support every step of the way.
7716 NW 85th Terrace Suite B, Oklahoma City, OK 73132, United States -
Edward Jones - Financial Advisor: Brett A Thompson, CFP®
● ClosedEdward 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.
17300 N May Ave Suite B, Edmond, OK 73012, United States -
Merrill Lynch Financial Advisor Michael L Stewart
● ClosedMerrill 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.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
Edward Jones - Financial Advisor: Teresa S Malzahn, CFP®|ChFC®|AAMS™
● ClosedEdward 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.
14620 Bogert Pkwy, Oklahoma City, OK 73134, United States -
Merrill Lynch Financial Advisor Alain Verhille
● Closedw you personally, so we can provide you with a financial strategy tailored to your unique goals and priorities. Our team of experienced professionals at Merrill Lynch Financial Advisor Alain Verhille is dedicated to building strong relationships with our clients based on trust and personalized service. Located in Oklahoma City, Oklahoma, our office is equipped to help you navigate the complexities of the financial world and develop a plan to help you achieve your financial goals. Alain R Verhille, a Senior Vice President and Wealth Management Advisor at Merrill Lynch, is a CERTIFIED FINANCIAL PLANNER™ with expertise in wealth accumulation, preservation, and transfer. He works closely with clients to create customized wealth management strategies that address their individual financial needs. Alain is also a Portfolio Manager who can manage investment strategies on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
Merrill Lynch Financial Advisor James Bertsch
● ClosedMerrill 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.
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102, United States -
Merrill Lynch Financial Advisor Bridgette Nicole Hundon
● ClosedMerrill 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.
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102, United States -
Edward Jones - Financial Advisor: Kyle Hare
● ClosedEdward 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.
1213 N Green Ave a, Purcell, OK 73080, United States -
Merrill Lynch Financial Advisor Scott Mullins
● ClosedMerrill 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.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
The Advisors Raymond James
● ClosedThe Advisors Raymond James is a finance institution located at 2417 South Bryant Avenue in Edmond, Oklahoma, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our knowledgeable advisors are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2417 S Bryant Ave, Edmond, OK 73013, United States -
Liberty National Financial
● ClosedLiberty 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.
800 W Rock Creek Rd SUITE 107, Norman, OK 73069, United States -
Edward Jones - Financial Advisor: Jason Dick
● OpenEdward Jones - Financial Advisor: Jason Dick is a reputable financial institution located at 1628 South Cincinnati Avenue in Tulsa, Oklahoma, United States. Specializing in providing tailored financial advice and services, Jason Dick and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and building long-term relationships with clients, Edward Jones - Financial Advisor: Jason Dick is a trusted partner for individuals and families seeking expert financial guidance.
1628 S Cincinnati Ave, Tulsa, OK 74119, United States -
Edward Jones - Financial Advisor: Ryan L Mason
● ClosedEdward Jones - Financial Advisor: Ryan L Mason is a reputable financial institution located at 4142 South Harvard Avenue in Tulsa, Oklahoma, United States. As a dedicated financial advisor, Ryan L Mason provides personalized and comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted name in the finance industry. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Ryan L Mason and Edward Jones are here to help you every step of the way.
4142 S Harvard Ave Suite D2, Tulsa, OK 74135, United States -
Edward Jones - Financial Advisor: Judson Johnson, AAMS™
● ClosedEdward 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.
3023 S Harvard Ave E, Tulsa, OK 74114, United States
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