Estate and legacy planning in Oklahoma
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Estate Planners for Life - Cain, Cain & Janik, PLLC
● ClosedEstate Planners for Life - Cain, Cain & Janik, PLLC, located at 1770 West Main Street in Norman, Oklahoma, is a team of lawyers specializing in estate planning. They are known for their unique approach to estate planning, making the process easy and accessible for clients, families, and professional advisors. The firm offers services such as Revocable Living Trusts, Irrevocable Trusts, Wills, Estate Settlement, and Estate Plan Administration. Cain & Cain Law is dedicated to helping clients secure their legacies and plan for the future. Visit their website for educational videos on estate planning at no cost.
1770 W Main St, Norman, OK 73069, United States -
Legacy Legal Center PLLC
● ClosedLegacy Legal Center PLLC is a reputable institution located in Oklahoma City, Oklahoma. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax preparation, estate planning, or legal representation, we are here to guide you every step of the way. Visit us at 3131 Northwest 63rd Street to learn more about how Legacy Legal Center PLLC can help you with all your financial and legal needs.
3131 NW 63rd St, Oklahoma City, OK 73116, United States -
American Family Estate Preservation, Inc.
● ClosedAmerican Family Estate Preservation, Inc. is a finance and legal institution located at 861 East 33rd Street in Edmond, Oklahoma, United States. Specializing in estate planning and preservation, this institution offers expert advice and services to help families secure their financial future. With a team of experienced lawyers and financial advisors, American Family Estate Preservation, Inc. is dedicated to helping clients protect their assets and ensure their loved ones are taken care of. Whether it's creating wills, establishing trusts, or navigating probate proceedings, this institution is committed to providing comprehensive solutions tailored to each client's unique needs. Trust American Family Estate Preservation, Inc. to safeguard your family's legacy for generations to come.
861 E 33rd St, Edmond, OK 73013, United States -
AB Legacy Law
● OpenAB Legacy Law is a reputable law firm located at 9104 Pine Creek Drive in Midwest City, Oklahoma. Our experienced team of attorneys specializes in providing legal services in various areas such as estate planning, probate, elder law, and business succession planning. We are dedicated to helping our clients protect their assets and ensure that their wishes are carried out. With a focus on personalized service and attention to detail, AB Legacy Law is committed to providing top-notch legal representation to individuals and families in the Midwest City area. Contact us today to schedule a consultation and learn how we can assist you with your legal needs.
9104 Pine Creek Dr, Midwest City, OK 73130, United States -
Oath - Tulsa Estate Planning & Investment Attorneys
● ClosedOath - Tulsa Estate Planning & Investment Attorneys is a reputable institution located at 1214 East 33rd Street in Tulsa, Oklahoma, United States. Specializing in finance and legal services, their team of experienced attorneys are dedicated to helping clients with estate planning and investment matters. With a commitment to professionalism and integrity, Oath provides expert guidance and support to ensure their clients' financial and legal needs are met with the utmost care and attention to detail. Trust Oath - Tulsa Estate Planning & Investment Attorneys to provide top-notch services for all your financial and legal needs.
1214 E 33rd St, Tulsa, OK 74105, United States -
Oklahoma Estate Planning, PLLC
● ClosedOklahoma Estate Planning, PLLC is a reputable law firm specializing in estate planning services. Located at 5401 South Harvard Avenue in Tulsa, Oklahoma, this firm offers expert legal guidance to individuals and families looking to protect and distribute their assets. With a team of experienced lawyers, Oklahoma Estate Planning, PLLC provides personalized solutions tailored to each client's unique needs and goals. Whether you are looking to create a will, establish a trust, or navigate the complexities of probate, this institution is dedicated to helping you secure your legacy and provide for your loved ones. Contact Oklahoma Estate Planning, PLLC today for professional and reliable legal assistance.
5401 S Harvard Ave, Tulsa, OK 74135, United States -
Tallgrass Estate Planning, LLP
● ClosedTallgrass Estate Planning, LLP is a premier estate planning firm located in Oklahoma City, Oklahoma. Our experienced team of attorneys specialize in creating comprehensive estate plans tailored to meet the individual needs of our clients. Whether you are looking to protect your assets, minimize taxes, or ensure your loved ones are taken care of, we are here to help. With a focus on personalized service and attention to detail, Tallgrass Estate Planning, LLP is dedicated to providing peace of mind for you and your family. Visit us at 4033 Northwest 20th Street to get started on securing your legacy today.
4033 NW 20th St, Oklahoma City, OK 73107, United States -
WatersEdge Advisors and Ministry Services
● ClosedWatersEdge Advisors and Ministry Services, located in Oklahoma City, Oklahoma, offers a range of financial services tailored to individuals and ministries. With a limited-time special interest rate of 5.75% APR for a five-month term investment, this institution helps individuals grow their capital while supporting charitable causes. From estate planning to charitable gift annuities and endowments, WatersEdge provides solutions that secure financial futures and impact ministry work. With a focus on Kingdom-based financing, this institution aims to help clients achieve their goals while multiplying resources for the Kingdom of God. Testimonials from satisfied clients highlight the professionalism and ease of working with WatersEdge, making it a trusted partner for church finances and estate planning. Whether it's providing easy ways for church members to give or facilitating legacy gifts through estate planning, WatersEdge is dedicated to helping individuals and ministries steward their resources well.
3800 N May Ave, Oklahoma City, OK 73112, 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 -
Legacy Wealth Management
● ClosedLegacy Wealth Management is a leading financial institution located at 4880 South Lewis Avenue in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized service and tailored solutions, Legacy Wealth Management is committed to helping our clients build and preserve their wealth for generations to come.
4880 S Lewis Ave Suite 100, Tulsa, OK 74105, United States -
Legacy Advisors, LLP
● OpenLegacy Advisors, LLP is a leading financial advisory firm located at 1050 East 2nd Street in Edmond, Oklahoma. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we offer a wide range of services including investment management, retirement planning, estate planning, and more. At Legacy Advisors, LLP, we are committed to providing our clients with expert guidance and support every step of the way. Contact us today to learn how we can help you build and preserve your legacy.
1050 E 2nd St, Edmond, OK 73034, United States -
Thrivent Financial - Lutherans
● OpenThrivent Financial - Lutherans is a finance institution located at 199 4th Street North, Boise City, Oklahoma, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and goals. We offer a free virtual coaching service called Money Canvas™ to help you build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We understand that sometimes you may find yourself financially off course, and we can help you develop a plan to stay focused on what matters most to you.
199 4th St N, Boise City, OK 73933, United States -
Seda Law Firm PLLC
● OpenSeda Law Firm PLLC is a premier legal institution located at 302 West Gore Boulevard, Lawton, Oklahoma, United States. Specializing in estate planning and probate, we offer families peace of mind by guiding them through the most difficult times of their lives. Our experienced team empowers Oklahoma couples and families to take control of their future with clear, comprehensive estate planning, ensuring assets are passed on as desired and minimizing family conflict. We provide personalized guidance and support, going beyond legal representation to create a legal plan tailored to each client's specific situation. With Seda Law Firm, estate planning becomes a proactive step towards peace of mind, allowing you to focus on living life to the fullest. Consultations are available by appointment at our Norman and Lawton locations, with Lawton office consultations held on the first Tuesday of each month. Download our free resources to learn more about navigating probate and how estate planning can help you sleep better at night. Trust in Seda Law Firm to secure your legacy and protect your loved ones.
302 W Gore Blvd, Lawton, OK 73501, United States -
Parman & Easterday
● ClosedWelcome to Parman & Easterday, a trusted institution located at 13913 Quail Pointe Drive in Oklahoma City, Oklahoma, United States. Our team specializes in purpose-driven estate planning, ensuring that your legacy is transformed from a burden to your loved ones to being their hero. Whether you need assistance while you are alive or after you pass, we are here to help. At Parman & Easterday, we provide a comprehensive estate planning and elder law resource center to arm you with the tools and knowledge needed to make confident decisions for your family's future. Our goal is to give you peace of mind and ensure that your loved ones are taken care of.
13913 Quail Pointe Dr Suite B, Oklahoma City, OK 73134, United States -
The Law Office of Tyler R. Barrett, P.L.L.C.
● ClosedThe Law Office of Tyler R. Barrett, P.L.L.C. is a trusted institution located at 131 East Main Street in Norman, Oklahoma, United States. Specializing in estate planning, probate, trust litigation, Medicaid, and Veteran’s benefits, Attorney Tyler Barrett and his team are dedicated to creating personalized estate plans through their Living Legacy program. With a focus on meeting each client’s unique goals and circumstances, they provide expert legal guidance to protect loved ones. Clients praise Tyler Barrett for his professionalism, knowledge, and easy-to-work-with demeanor. Serving clients in Norman, Oklahoma City, Newcastle, Washington, and Cleveland County, The Law Office of Tyler R. Barrett, P.L.L.C. is committed to providing exceptional legal services. Contact them at (405) 928-4075 to schedule a consultation.
131 E Main St Suite 220, Norman, OK 73069, United States -
Oklahoma Probate Law Center, Hal Wm. Ezzell
● ClosedThe Oklahoma Probate Law Center, Hal Wm. Ezzell is a trusted institution located at 100 48th Avenue Northwest, Norman, Oklahoma, United States. Specializing in estate planning, probate, and wills & trusts, our experienced legal professionals are dedicated to providing expert guidance tailored to your unique needs. With over 27 years of specialized experience in probate law, our team is committed to delivering comprehensive solutions for individuals and families. We understand the complexities of navigating probate and estate planning, and we are here to guide you with confidence and compassion. Whether you are settling estates, managing assets, or honoring a loved one's legacy, we are here to provide the professional guidance you deserve. Create a secure legacy with the help of the Oklahoma Probate Law Center, where we value open communication, support, and ensuring your wishes are upheld. Contact us today for expert legal guidance in protecting your assets and loved ones.
100 48th Ave NW, Norman, OK 73072, United States -
Seda Law Firm PLLC
● OpenSeda Law Firm PLLC, located in Edmond, Oklahoma, is a premier estate planning and probate legal team dedicated to providing families with peace of mind during the most difficult times of their lives. Specializing in guiding families through the complexities of estate planning, the firm ensures that assets are passed on as desired, minimizing family conflicts and avoiding the complexities of probate. With a focus on empowering Oklahoma families to take control of their future, Seda Law Firm offers clear and comprehensive estate planning services that address important questions such as who will care for minor children, make healthcare decisions, and where assets will go. The firm's experienced team works collaboratively to create personalized legal plans tailored to each client's specific situation.
2 E 11th St #115, Edmond, OK 73034, United States -
G. Gene Thompson, Attorney at Law
● ClosedLocated at 101 East Lee Avenue in Sapulpa, Oklahoma, G. Gene Thompson, Attorney at Law is a trusted legal institution specializing in bankruptcy, estate planning, and probate law in Creek County and throughout Northern Oklahoma. Gene Thompson offers personalized, one-on-one service to clients, providing reliable legal counsel for a wide range of legal matters including elder law, civil and criminal litigation, and complex bankruptcy issues. As an integral partner of a respected Oklahoma law firm, Gene Thompson is committed to providing clients with the highest level of personalized service and legal expertise. Whether you are facing financial distress or need assistance with estate planning, Gene Thompson can help you navigate through complex legal situations and formulate a strong plan of action tailored to your specific needs.
101 E Lee Ave, Sapulpa, OK 74066, United States -
Cook / Thompson Lawyers
● ClosedCook/Thompson Lawyers, located at 101 East Lee Avenue in Sapulpa, Oklahoma, is a trusted institution providing legal services in various areas such as bankruptcy, estate planning, and probate. Gene Thompson, Attorney at Law, offers personalized and reliable legal counsel for clients in Creek County and Northeast Oklahoma. With extensive experience in handling a wide range of legal matters, Gene is committed to providing the best possible outcome for his clients. Whether you are facing financial distress, planning your estate, or dealing with complex legal issues, Gene Thompson is here to help. By scheduling a confidential consultation, Gene can assess your situation and provide you with a personalized strategy to move forward. With a focus on personalized service and client satisfaction, Cook/Thompson Lawyers is dedicated to helping you protect your legacy and secure your future.
101 E Lee Ave, Sapulpa, OK 74066, United States -
Carpenter Law Firm
● ClosedCarpenter Law Firm, located at 1437 South Boulder Avenue in Tulsa, Oklahoma, is a trusted institution with over 40 years of combined experience in probate proceedings, estate planning, and medicaid planning. Our dedicated team is committed to creating the perfect estate plan tailored to your individual needs. Whether you come from any walk of life, Carpenter Law Firm offers unparalleled assistance to safeguard your family legacy. We are known for our remarkable ability to simplify complex ideas and communicate them in a clear and understandable manner. Our personable approach helps clients feel at ease, while our extensive knowledge and attentive listening ensure that your wishes are understood and respected. We value the importance of taking the time to address your concerns thoroughly, without rushing through the process.
1437 S Boulder Ave Ste. 1200, Tulsa, OK 74119, United States -
Williams & Williams Finance & Loan
● ClosedWilliams & Williams Finance & Loan is a reputable financial institution located at 6034 South Newport Avenue in Tulsa, Oklahoma, United States. Our team is dedicated to providing top-notch services such as investment management, legacy planning, income tax preparation, and estate planning. With our expertise, professionalism, and technical knowledge, we are fully equipped to assist with all of your financial needs. Our certified financial advisors have the credentials, experience, and commitment to work on behalf of our clients and ensure their financial success. Trust Williams & Williams Finance & Loan for all of your financial needs.
6034 S Newport Ave, Tulsa, OK 74105, United States -
Compass 360 Financial
● ClosedCompass 360 Financial is a finance institution located at 105 South Main Street in Blanchard, Oklahoma, United States. We offer a wide range of financial services to help individuals and businesses navigate their financial goals. Our team of experienced professionals provides personalized financial planning, investment management, retirement planning, and insurance solutions to help our clients secure their financial future. With a focus on integrity and transparency, Compass 360 Financial is committed to providing expert guidance and support to help our clients achieve their financial objectives.
105 S Main St, Blanchard, OK 73010, United States -
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 -
Tao Private Wealth
● OpenTao Private Wealth is a finance institution located at 1316 East 35th Place in Tulsa, Oklahoma, United States. We offer investment services precisely tailored to your unique aspirations, with a mission to create long-term, reliable wealth built to endure. Our team of experts harnesses data and research to provide high-net-worth and ultra-high-net-worth families with the highest standard of care and discretion. We specialize in fulfilling the complex wealth management needs of our clients, offering comprehensive guidance and integrated planning solutions. Our advanced estate planning and wealth preservation solutions help mitigate tax liabilities and ensure the enduring legacy of your wealth.
1316 E 35th Pl Ste 200, Tulsa, OK 74105, 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 -
Edward Jones - Financial Advisor: Kyle Hawkins
● OpenEdward Jones - Financial Advisor: Kyle Hawkins is a trusted financial institution located at 1301 North Main Street in Guymon, Oklahoma, United States. As a dedicated finance professional, Kyle Hawkins provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Kyle Hawkins is committed to providing exceptional service and guidance every step of the way. Contact Edward Jones - Financial Advisor: Kyle Hawkins today to schedule a consultation and take control of your financial future.
1301 N Main St, Guymon, OK 73942, 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 -
Merrill Lynch Financial Advisor Codie Tiffin
● ClosedMerrill Lynch Financial Advisor Codie Tiffin, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, the team gets to know you and your family, helping you plan for your individual lifetimes and legacy. They provide insights, observations, and ideas to assist you in pursuing your financial goals, whether it's for your business, retirement, family, or philanthropic desires. The team works with your estate planning attorney and tax advisor to preserve, protect, and control your wealth. With a focus on trust and personalized service, Merrill Lynch Wealth Management Advisors like Codie Tiffin are committed to building strong client relationships and helping you pursue what matters most to you and your family. They offer personalized financial plans, rooted in understanding your unique priorities and goals, to help you navigate life's changes and achieve your financial objectives. By utilizing tools like the Investment Personality Assessment and staying updated on your life changes, the team ensures that your financial approach aligns with your beliefs and values. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch Financial Advisor Codie Tiffin is dedicated to working with you to develop a wealth management approach for the future.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
Olive Branch Wealth Management, LLC
● ClosedOlive 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.
14000 Quail Springs Pkwy Suite 3700, Oklahoma City, OK 73134, United States -
Venturi Private Wealth
● ClosedVenturi Private Wealth is a finance institution located in Oklahoma City, Oklahoma, United States. We offer sophisticated solutions for business owners, corporate executives, and successful families. Our team provides answers, advice, and education on topics affecting your wealth, including significant wealth events and hiring an estate attorney for your family. We are proud to have been named to WealthManagement.com's RIA Edge 100 List and recognized as one of the top RIA firms in America by Forbes. Our personalized financial plans, tailored investment strategies, and access to private investment opportunities set us apart.
11600 Broadway Ext Suite 200, Oklahoma City, OK 73114, United States
- Estate and legacy planning in Blanchard
- Estate and legacy planning in Clinton
- Estate and legacy planning in Edmond
- Estate and legacy planning in Guymon
- Estate and legacy planning in Lawton
- Estate and legacy planning in Midwest City
- Estate and legacy planning in Norman
- Estate and legacy planning in Oklahoma City
- Estate and legacy planning in Sapulpa
- Estate and legacy planning in Tulsa
List of local businesses, places and services in Oklahoma
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