TOP 30 Expert advice in Tulsa, Oklahoma

Mike Purzner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Mike 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®. With a strong focus on ethical practices and comprehensive financial planning, Mike is dedicated to providing expert advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with asset management, estate planning, retirement planning, investment strategies, insurance products, or any other financial need, Mike Purzner is well-equipped to help you navigate the complexities of the financial world.

Christopher Derr - UBS Financial Services Inc. is a reputable finance institution located in Tulsa, Oklahoma. With a strong focus on providing high-quality financial services, the institution is dedicated to helping clients achieve their financial goals. The experienced team at Christopher Derr - UBS Financial Services Inc. offers personalized investment strategies and expert advice to assist clients in managing their wealth effectively. Whether you are looking to plan for retirement, invest in the stock market, or secure your financial future, Christopher Derr - UBS Financial Services Inc. is committed to providing top-notch financial solutions tailored to your individual needs.

Edward Jones - Financial Advisor: Craig M Dietert, CFP®|AAMS™ is a reputable finance institution located at 9175 South Yale Avenue in Tulsa, Oklahoma. As a Certified Financial Planner (CFP®) and Accredited Asset Management Specialist (AAMS™), Craig M Dietert offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a commitment to providing top-notch service and tailored solutions, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Robert Linn - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 4765 East 91st Street, Tulsa, Oklahoma, United States. Specializing in finance, Robert Linn offers a range of services tailored to meet the individual needs of clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Linn is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. The institution also offers specialized training in areas such as behavioral finance, philanthropy, divorce financial analysis, and exit planning. With a team of highly qualified professionals, Robert Linn - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients make informed financial decisions and achieve their financial goals.

Edward Jones - Financial Advisor: Leland L Nissley is a renowned finance institution located at 8116 South Harvard Avenue in Tulsa, Oklahoma, United States. With a focus on providing personalized financial services and investment solutions, Leland L Nissley and his team are dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Leland L Nissley offers expert advice and guidance to help you navigate the complex world of finance. Contact them today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Cinamon L Demuth, CFP®|AAMS™ is a reputable financial institution located at 9309 South Toledo Avenue in Tulsa, Oklahoma, United States. Specializing in personalized financial planning and investment strategies, Cinamon L Demuth, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, this institution provides tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Cinamon L Demuth, CFP®|AAMS™ is dedicated to helping you secure a sound financial future.

Edward Jones - Financial Advisor: Jon Haverfield is a reputable finance institution located at 10462 South 82nd East Avenue in Tulsa, Oklahoma, United States. As a dedicated financial advisor, Jon Haverfield offers 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, clients can expect expert guidance and tailored solutions to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones - Financial Advisor: Jon Haverfield is committed to providing top-notch financial advice and support.

Edward Jones - Financial Advisor: Albert E Akpaloo is a reputable financial institution located at 8556 East 101st Street in Tulsa, Oklahoma, United States. As a dedicated finance professional, Albert E Akpaloo provides expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Albert E Akpaloo is committed to providing personalized solutions tailored to your individual needs. With a focus on building long-term relationships based on trust and integrity, you can trust in the expertise and guidance of Albert E Akpaloo to help secure your financial future.

Lorianne Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Lorianne holds various certifications such as 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®. Lorianne is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for investment strategies, estate planning, risk management, retirement planning, or insurance products, Lorianne Williams has the knowledge and expertise to help you achieve your financial goals. Contact Lorianne today for comprehensive and personalized financial planning services.

Edward Jones - Financial Advisor: Tammy K Moore, AAMS™ is a reputable finance institution located at 7147 South Yale Avenue in Tulsa, Oklahoma, United States. Tammy K Moore, an Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships, Tammy K Moore provides expert guidance on investments, retirement planning, and wealth management. Clients can trust in her expertise and dedication to helping them secure their financial future.

Edward Jones - Financial Advisor: David Daugherty, CFP® is a leading financial institution located at 7645 East 63rd Street in Tulsa, Oklahoma, United States. Specializing in finance, they offer expert financial advice and services to help individuals achieve their financial goals. David Daugherty, a Certified Financial Planner, is dedicated to providing personalized and comprehensive financial planning solutions to his clients. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: David Daugherty, CFP® is a trusted partner in helping clients secure their financial future.

Charla K McIntyre Fields - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4765 East 91st Street, Tulsa, Oklahoma, United States. The institution offers a range of certifications and designations such as 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 cover various aspects of financial planning, investment management, estate planning, and specialized areas such as long-term care and military financial advising. The institution is committed to providing expert advice and services to individuals and businesses in need of wealth management and financial planning guidance."

RBC Wealth Management is a leading financial institution located at 1831 East 71st Street in Tulsa, Oklahoma, United States. As a prominent player in the finance industry, RBC Wealth Management offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert advice and personalized solutions to help clients manage their wealth effectively. Whether you are looking to invest, plan for retirement, or protect your assets, RBC Wealth Management is dedicated to helping you secure a prosperous financial future.

Craig Marcello is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street, Tulsa, Oklahoma, United States. He holds multiple 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®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Craig Marcello is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies and expert advice.

Steven Younger - Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we provide tailored solutions to meet the unique needs of each individual and business. Visit us at 2200 South Utica Place to learn more about how Steven Younger - Morgan Stanley can help you secure your 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.

Tammy Blair, CRPC is a finance institution located at 1515 South Utica Avenue in Tulsa, Oklahoma. As a Certified Retirement Planning Counselor, Tammy Blair offers expert financial advice and planning services to help clients achieve their retirement goals. With a focus on personalized strategies and comprehensive solutions, Tammy Blair, CRPC is dedicated to helping individuals secure their financial future. Contact them today to start planning for a financially secure retirement.

Edward 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.

ASJ Wealth Management - UBS Financial Services Inc. is a prominent finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. As a part of UBS Financial Services Inc., ASJ Wealth Management offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Clients can trust ASJ Wealth Management to provide expert financial advice and guidance to help them secure their financial future.

Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5224 East 69th Place, Tulsa, Oklahoma, United States. Kimberly Quintanar holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products, Kimberly Quintanar offers comprehensive financial services for individuals and small business owners. The institution is committed to ethical standards and providing expert advice on a wide range of financial topics to help clients achieve their financial goals.

Edward Jones - Financial Advisor: Philip E West, ABFP™|AAMS™|CRPC™ is a reputable finance institution located at 5231 South Sheridan Road in Tulsa, Oklahoma, United States. With a focus on providing personalized financial advice and services, Philip E West holds multiple certifications including ABFP™, AAMS™, and CRPC™ to ensure clients receive expert guidance in managing their finances. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones - Financial Advisor: Philip E West is dedicated to helping clients achieve their financial goals with integrity and professionalism.

Blake Johnson - Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, is a trusted finance institution. As a recipient of the Ameriprise Client Experience Award, RoseStone Wealth Advisors offers expert financial advice and guidance. With a focus on risk tolerance and investment strategies, our team aims to help clients achieve their financial goals. By providing personalized consultations and a deep understanding of each individual's needs, we strive to build long-lasting relationships based on trust and expertise. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC, ensuring the highest standards of professionalism and integrity. Contact us today for a complimentary initial consultation to take the next step towards a more secure financial future.

The Olmedo Group at Morgan Stanley is a leading financial institution located in Tulsa, Oklahoma. With a focus on providing top-quality financial services and investment advice, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Olmedo Group is here to provide personalized solutions tailored to your unique needs. Visit us at 2200 South Utica Place to learn more about how we can help you secure your financial future.

James A Livingston - Morgan Stanley is a renowned finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment solutions to help clients achieve their financial goals. The team at James A Livingston - Morgan Stanley is dedicated to providing expert advice and personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and success.

Wayne Choisnet - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma. As a branch of the renowned Morgan Stanley, we provide a wide range of financial services including wealth management, investment banking, and asset management. Our experienced team of professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Visit us today to learn more about how we can help you secure your financial future.

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 Benjamin W Culver is a reputable finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. With a focus on providing expert financial advice and services, Benjamin W Culver and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Benjamin W Culver is dedicated to providing top-notch financial guidance and support.

Merrill Lynch Financial Advisor Terry W Collier is a finance institution located at One Warren Place in Tulsa, Oklahoma, United States. With a focus on providing expert financial advice and services, Merrill Lynch offers personalized solutions to help clients achieve their financial goals. Terry W Collier, as a trusted financial advisor, is dedicated to helping individuals and businesses manage their investments, plan for retirement, and navigate the complexities of the financial market. With a commitment to excellence and a wealth of experience in the industry, Merrill Lynch Financial Advisor Terry W Collier is a reliable partner in helping clients secure their financial future.

Merrill Lynch Financial Advisor Mark P Ingram is a leading financial institution located at 6100 South Yale Avenue in Tulsa, Oklahoma. As a trusted name in the finance industry, Mark P Ingram offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to excellence and a focus on personalized service, clients can trust Merrill Lynch Financial Advisor Mark P Ingram to provide tailored solutions to meet their unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Mark P Ingram and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Emily G Graham is a finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Emily G Graham offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized solutions and strategic planning, clients can trust Merrill Lynch Financial Advisor Emily G Graham to provide comprehensive financial guidance and support.