TOP 10 Dedicated tax advisor in Tulsa, OK
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NextGen Tax Services PLLC
● ClosedNextGen Tax Services PLLC is a professional accounting and finance institution located at 6316 East 102nd Street in Tulsa, Oklahoma, United States. Our team of experts is dedicated to providing top-notch tax services to individuals and businesses alike. With years of experience in the industry, we offer a wide range of financial services including tax preparation, planning, and consulting. Our goal is to help our clients navigate the complex world of taxes and finances with ease and confidence. Trust NextGen Tax Services PLLC to handle all of your accounting and financial needs with professionalism and expertise.
6316 E 102nd St 2nd floor, Tulsa, OK 74137, United States -
O'Neal's Tax Service
● ClosedO'Neal's Tax Service is a reputable accounting and finance institution located at 7509 East Pine Street in Tulsa, Oklahoma, United States. With a team of experienced professionals, they provide a wide range of tax services to individuals and businesses, ensuring accurate and timely filings. Whether you need assistance with tax preparation, planning, or IRS representation, O'Neal's Tax Service is dedicated to helping you navigate the complexities of the tax system. Trustworthy and reliable, they are committed to providing excellent service to meet your financial needs.
7509 E Pine St, Tulsa, OK 74115, United States -
First Mate Financial Advisors, LLC
● ClosedFirst Mate Financial Advisors, LLC is a reputable finance institution located at 1516 South Boston Avenue in Tulsa, Oklahoma, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their long-term financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team is here to guide you every step of the way. Trust First Mate Financial Advisors, LLC to navigate the waters of finance with expertise and integrity.
1516 S Boston Ave #100, Tulsa, OK 74119, United States -
Pinnacle Investment Advisors
● OpenPinnacle Investment Advisors, located at 233 South Detroit Avenue in Tulsa, Oklahoma, is a finance institution dedicated to minimizing risk and maximizing returns for their clients. Their customized portfolios are tailored to each individual's financial goals, utilizing proprietary strategies such as the Blue Chip Portfolio, MLP Strategy, and Intermediate Tax-Exempt bond portfolio. The team at Pinnacle, led by Registered Investment Advisors David Poarch, Brett Kramer, Joel Kantor, Ms. Boyer, and Mr. Moore, boasts over 100 years of combined experience in the investment industry. As an independent and locally owned firm, Pinnacle Investment Advisors provides personalized solutions to help clients achieve their financial objectives.
233 S Detroit Ave # 100, Tulsa, OK 74120, United States -
Merit Advisors, LLC
● ClosedMerit Advisors, LLC is a reputable finance institution located at 110 West 7th Street in Tulsa, Oklahoma, United States. With a team of experienced financial advisors, Merit Advisors, LLC offers personalized financial planning and investment services to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Merit Advisors, LLC is dedicated to providing expert guidance and support every step of the way. Trust Merit Advisors, LLC to help you secure your financial future.
110 W 7th St Suite 1250, Tulsa, OK 74119, 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 -
Financial Advisor Network, LLC
● OpenFinancial Advisor Network, LLC is a leading finance institution located at 4755 East 91st Street in Tulsa, Oklahoma, United States. Our team of experienced financial advisors is dedicated to providing personalized financial guidance and investment strategies to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, our advisors are here to help you every step of the way. Contact us today to schedule a consultation and start building a solid financial future.
4755 E 91st St, Tulsa, OK 74137, United States -
Tax & Financial Services, LLP
● OpenTax & Financial Services, LLP is a reputable finance institution located at 2840 East 51st Street in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing top-notch tax and financial services to individuals and businesses alike. Whether you need help with tax preparation, financial planning, or investment advice, we are here to assist you every step of the way. Trust Tax & Financial Services, LLP to help you achieve your financial goals and secure a stable future.
2840 E 51st St UNIT 205, Tulsa, OK 74105, United States -
Council Oak Wealth Advisors
● ClosedCouncil Oak Wealth Advisors is a premier financial institution located at 8801 South Yale Avenue in Tulsa, Oklahoma. As a leading wealth management firm, we specialize in providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Our team of experienced advisors offers a comprehensive range of services, including retirement planning, estate planning, tax strategies, and investment management. With a commitment to excellence and a focus on building long-term relationships, Council Oak Wealth Advisors is dedicated to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
8801 S Yale Ave # 420, Tulsa, OK 74137, United States -
RJ Cloud Advisors & Company
● OpenRJ Cloud Advisors & Company is a leading financial institution located at 7804 East 108th Street in Tulsa, Oklahoma, United States. Specializing in financial advisory services, our team of experts is dedicated to helping clients achieve their financial goals through personalized solutions and strategic planning. With a strong focus on integrity and professionalism, we strive to provide top-notch service to our clients and help them navigate the complexities of the financial world. Whether you are looking for investment advice, retirement planning, or wealth management services, RJ Cloud Advisors & Company is here to help you every step of the way.
7804 E 108th St, Tulsa, OK 74133, United States -
Ascendus Financial Advisors
● ClosedAscendus Financial Advisors is a leading finance institution located at 7633 East 63rd Place in Tulsa, Oklahoma, United States. Our team of experienced advisors is dedicated to helping clients achieve their financial goals through personalized financial planning and investment strategies. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Ascendus Financial Advisors is here to provide expert guidance and support. Contact us today to schedule a consultation and take the first step towards a secure financial future.
7633 E 63rd Pl #530, Tulsa, OK 74133, United States -
Padgett Advisors
● ClosedPadgett Advisors is a leading accounting and finance institution located at 4867 South Sheridan Road in Tulsa, Oklahoma, United States. We specialize in providing comprehensive financial services to individuals and businesses, including tax preparation, bookkeeping, payroll services, and financial planning. Our team of experienced advisors is dedicated to helping our clients achieve their financial goals and navigate the complexities of the financial world. Whether you are a small business owner or an individual looking to manage your personal finances, Padgett Advisors is here to help you every step of the way.
4867 S Sheridan Rd Suite #715, Tulsa, OK 74145, United States -
Orvis & Wadkins Financial Advisors, LLC
● ClosedOrvis & Wadkins Financial Advisors, LLC is a leading finance institution located at 6666 South Sheridan Road in Tulsa, Oklahoma, United States. With a team of experienced advisors, they offer comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Orvis & Wadkins Financial Advisors, LLC is dedicated to providing personalized solutions tailored to your unique needs. Trustworthy, reliable, and committed to excellence, they are your go-to partner for all your financial needs.
6666 S Sheridan Rd Ste 200, Tulsa, OK 74133, United States -
Block Advisors
● ClosedBlock Advisors is a trusted institution located at 5349 East 41st Street in Tulsa, Oklahoma, specializing in accounting and finance services. Our team of experienced professionals is dedicated to providing personalized financial guidance and tax preparation services to individuals and businesses. Whether you need help with tax planning, bookkeeping, or investment strategies, Block Advisors is here to help you navigate the complex world of finance with ease. Visit us today to see how we can assist you in reaching your financial goals.
5349 E 41st St, Tulsa, OK 74135, United States -
Horizon CPAs and Advisors PLC
● ClosedHorizon CPAs and Advisors PLC is a leading accounting and finance institution located in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing top-notch financial services to individuals and businesses. From tax preparation and auditing to financial planning and consulting, we offer a wide range of services to meet our clients' needs. With a commitment to excellence and a focus on client satisfaction, Horizon CPAs and Advisors PLC is your trusted partner for all your accounting and finance needs. Visit us at 4715 East 91st Street to learn more about how we can help you achieve your financial goals.
4715 E 91st St #100, Tulsa, OK 74137, United States -
Native American Fund Advisors
● ClosedNative American Fund Advisors is a finance institution located at 233 South Detroit Avenue in Tulsa, Oklahoma. We specialize in providing financial services and investment advice tailored to the unique needs and goals of Native American communities and individuals. Our team of experienced advisors is dedicated to helping our clients achieve their financial objectives and build sustainable wealth for future generations. Whether you are looking to grow your portfolio, plan for retirement, or secure funding for a new business venture, Native American Fund Advisors is here to help you navigate the complexities of the financial world with confidence and expertise.
233 S Detroit Ave # 100, Tulsa, OK 74120, United States -
Michael Mcconnell, Financial Advisor - Financial Diagnostics Group
● OpenMichael McConnell, Financial Advisor - Financial Diagnostics Group is a finance institution located at 2431 East 61st Street in Tulsa, Oklahoma, United States. This institution is dedicated to helping professional advisors achieve a lifetime of financial wellness. The team at FDG understands that planning for your financial future can be overwhelming, which is why they are committed to walking alongside you through your financial journey. Michael W. McConnell and Vickie Ford are licensed to sell insurance through New York Life and offer securities products & services through NYLIFE Securities LLC. Additionally, Michael McConnell is registered as an investment adviser representative with Eagle Strategies LLC. The institution serves individuals in various states including Oklahoma, Alabama, Arkansas, California, and more. Please consult with a tax, legal, or accounting professional for personalized advice.
2431 E 61st St #650, Tulsa, OK 74136, United States -
Edward Jones - Financial Advisor: Brett Vandervort
● ClosedEdward Jones - Financial Advisor: Brett Vandervort is a reputable finance institution located at 11917 South Norwood Avenue in Tulsa, Oklahoma, United States. Brett Vandervort is a trusted financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Brett Vandervort is dedicated to helping clients navigate the complexities of the financial market and make informed decisions to secure their financial future. Contact Edward Jones - Financial Advisor: Brett Vandervort today to start planning for a secure and prosperous financial future.
11917 S Norwood Ave #204, Tulsa, OK 74137, United States -
Bank of America Private Client Advisor William M Lissau
● OpenThe Bank of America Private Client Advisor William M. Lissau, located at 2100 South Utica Avenue in Tulsa, Oklahoma, is a finance institution dedicated to providing sophisticated wealth management strategies to high-net-worth individuals, families, endowments, and foundations. Bill Lissau leads a team that specializes in wealth structuring, banking, credit solutions, and investments. Additionally, Bill serves as Bank of America’s President for the State of Oklahoma, overseeing the delivery of resources to clients, teammates, and communities to address social and economic concerns and build strong communities. With over 28 years of experience in high-net-worth wealth management, Bill Lissau is a fourth generation Oklahoman and holds a Bachelor of Science degree in finance from Regis University in Denver. He is actively involved in various industry and community service organizations, including Big Brothers and Sisters of Green Country, Alzheimer’s Association of Oklahoma, and The Children’s Hospital at St. Francis.
2100 S Utica Ave, Tulsa, OK 74114, 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 -
Edward Jones - Financial Advisor: Jeffrey A Hutto
● ClosedEdward Jones - Financial Advisor: Jeffrey A Hutto is a reputable finance institution located at 10026 South Mingo Road in Tulsa, Oklahoma, United States. With a focus on providing personalized financial advice and services, Jeffrey A Hutto is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jeffrey A Hutto offers expert guidance and support to help you make informed decisions. Contact them today to schedule a consultation and take control of your financial future.
10026 S Mingo Rd Suite B, Tulsa, OK 74133, United States -
Merrill Lynch Financial Advisor Braden Ward
● ClosedThe Merrill Lynch Financial Advisor Braden Ward institution is located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. The FHB Wealth Management Group focuses on overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners. With a collaborative approach, the institution provides personalized service like a boutique firm combined with the extensive resources of a global institution. Their team of highly skilled advisors offers tailored wealth management strategies to address both immediate and long-term financial goals. Services include retirement planning, managing stock holdings, tax-efficient wealth transfer methods, and access to Bank of America trust and philanthropic services. The institution is committed to helping clients achieve their financial objectives through personalized investment approaches. The team of experienced individuals at Merrill Lynch Wealth Management Advisors are dedicated to building strong client relationships based on trust and personalized service. The institution believes in the importance of seeking the advice and guidance of an experienced financial advisor to develop a customized wealth management approach for the future. With a focus on the client's unique needs and priorities, the institution aims to help clients stay on track to achieve their financial goals.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Robert P. Connor
● ClosedMerrill 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.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, 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 -
Rose Tax Solutions
● ClosedRose Tax Solutions is a finance institution located at 107 North Greenwood Avenue in Tulsa, Oklahoma. Specializing in tax solutions, we provide expert guidance and support to individuals and businesses looking to navigate the complex world of taxes. Our team of professionals is dedicated to helping our clients maximize their tax savings and minimize their liabilities. Whether you need help with tax planning, preparation, or resolution, Rose Tax Solutions is here to assist you every step of the way. Trust us to handle all of your tax-related needs with accuracy and efficiency.
107 N Greenwood Ave, Tulsa, OK 74120, United States -
Carr, Riggs & Ingram CPAs and Advisors
● ClosedCarr, Riggs & Ingram CPAs and Advisors is a renowned accounting and finance institution located at 1350 South Boulder Avenue West in Tulsa, Oklahoma, United States. With a team of experienced professionals, they provide expert financial advice and services to individuals and businesses alike. Whether you need help with tax planning, auditing, or financial consulting, Carr, Riggs & Ingram CPAs and Advisors is dedicated to helping you achieve your financial goals.
1350 South Boulder Ave W # 800, Tulsa, OK 74119, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a renowned financial institution located at 1507-A West 51st Street in Tulsa, Oklahoma, United States. Specializing in tax preparation services, Jackson Hewitt is dedicated to helping individuals and businesses navigate the complexities of tax laws and maximize their refunds. With a team of experienced professionals, clients can trust in the expertise and reliability of Jackson Hewitt Tax Service for all their tax needs.
1507-A W 51st St, Tulsa, OK 74107, United States -
Accutax Tax Services
● ClosedAccutax Tax Services is a professional accounting and finance institution located at 1135 East Pine Place in Tulsa, Oklahoma, United States. With a team of experienced professionals, Accutax Tax Services provides expert tax preparation, planning, and consulting services to individuals and businesses. Whether you need help with filing your annual taxes or require assistance with financial planning, Accutax Tax Services is dedicated to providing personalized solutions to meet your specific needs. Trust Accutax Tax Services to help you navigate the complexities of tax laws and regulations with ease and accuracy.
1135 E Pine Pl, Tulsa, OK 74106, United States -
Physician Tax Solutions
● ClosedPhysician Tax Solutions is a specialized accounting and finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma. Our team of experts is dedicated to providing tax solutions tailored specifically for physicians and medical professionals. With years of experience in the industry, we offer personalized services to help our clients navigate the complexities of tax laws and maximize their financial well-being. Trust Physician Tax Solutions to handle all your accounting and finance needs with professionalism and expertise.
One Warren Place, 6100 S Yale Ave Suite 1010, Tulsa, OK 74136, United States -
Morrison Tax & Accounting
● ClosedMorrison Tax & Accounting is a reputable institution located in Tulsa, Oklahoma, United States. Specializing in accounting and finance services, our experienced team is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy and efficiency, we offer a wide range of services including tax preparation, bookkeeping, and financial planning. Visit us at 5800 South Lewis Avenue to see how we can help you achieve your financial goals.
5800 S Lewis Ave # 275, Tulsa, OK 74136, United States
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