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TOP 30 Family wealth management in Oklahoma
107 results found
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Eunice Khoury Insurance
Eunice Khoury Insurance, located at 4800 North Mayfair Drive in Oklahoma City, Oklahoma, is more than just an insurance agency. With nearly 30 years of experience, Eunice and her team at Well Preserved Advisory Group are dedicated to helping individuals and families achieve their ideal retirements. From Medicare and long-term care planning to retirement and life insurance needs, Eunice is committed to helping her clients preserve their health, wealth, and freedom to live life on their own terms. In addition to offering insurance services, Eunice has expanded her firm to provide investment guidance and portfolio management to clients in Oklahoma, Arkansas, Texas, and Kansas. As the host of the longest-running senior-focused radio program in Oklahoma, Eunice regularly invites guests who make a difference in seniors' lives to share their knowledge and expertise.
Matthew Dunkle, Bankers Life Agent
Matthew Dunkle, Bankers Life Agent is an insurance agency located at 1900 Northwest Expressway in Oklahoma City, Oklahoma, United States. As a Bankers Life agent, Matthew Dunkle specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and expert advice, Matthew Dunkle is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Matthew Dunkle, Bankers Life Agent is here to help you navigate the complex world of insurance and secure a brighter tomorrow. Contact us today for a consultation and let us help you protect what matters most.
Arron Harrison, Bankers Life Agent
Arron Harrison, Bankers Life Agent is an insurance agency located at 1900 Northwest Expressway in Oklahoma City, Oklahoma, United States. Specializing in life insurance, retirement planning, and long-term care coverage, our team of experienced agents is dedicated to helping clients protect their financial futures. With a focus on personalized service and tailored solutions, Arron Harrison, Bankers Life Agent is committed to providing peace of mind and security for individuals and families. Contact us today to learn more about our insurance products and how we can help you plan for the unexpected.
Emma Wassilak
Emma Wassilak is a health institution located at 1100 Northwest 14th Street in Oklahoma City, Oklahoma, United States. Sunbeam’s clinical team at Emma Wassilak includes licensed and license-eligible therapists and certified case managers with expertise in various areas such as trauma, perinatal mental health, and suicide prevention. The clinical staff offers individual, family, and group therapy services to people of all ages, focusing on providing compassionate and culturally responsive mental health support. Emma Wassilak's Clinical Supervisor, Emma, is an LPC and state-approved supervisor for LPC Candidates, with a strong commitment to training future therapists. Mary Margaret McMiller, LCSW, the clinical director, has over ten years of experience in mental health and community development. Shayla Winrow, Lauren Black, Kristin Brown, Liz Butts, Brittanie Groesbeck, and Haven Harrison are also part of the dedicated team at Emma Wassilak, offering trauma-informed and person-centered care to clients. Charles Jackson, a psychology and counseling psychology graduate, is working towards becoming an LPC and brings a wealth of experience from various clinical settings. Emma Wassilak is committed to providing quality mental health services and support to the community.
Simon Law Firm
The Simon Law Firm, located in Ardmore, Oklahoma, specializes in providing expert legal representation in divorce and family law cases. Our team believes in a client-focused approach, taking the time to understand each individual's unique needs and goals. We specialize in divorce, child support, custody, visitation, and adoption cases, guiding our clients through these complex issues with compassion and dedication. Founder Kirstie Simon has a background in public interest law firms and has served clients in Southern Oklahoma for years. She is a passionate litigator and a member of the Oklahoma and Carter County Bar Associations. Kelsey Baldwin specializes in estate planning and business transactions, bringing a wealth of knowledge and experience to the firm.
Edward E Sutter & Associates
Edward E Sutter & Associates is a reputable law firm located at 401 College Avenue in Alva, Oklahoma. Specializing in various areas of law, their team of experienced lawyers provides top-notch legal services to clients in need of expert guidance and representation. Whether you are facing a personal injury case, need assistance with family law matters, or require criminal defense representation, Edward E Sutter & Associates is dedicated to helping you navigate the legal system with confidence. Trust in their professionalism and expertise to achieve the best possible outcome for your case.
Oath - Tulsa Estate Planning & Investment Attorneys
Oath - 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.
De Simone Law, PLLC
De Simone Law, PLLC, located at 321 South Boston Avenue in Tulsa, Oklahoma, is led by Ms. De Simone who brings a wealth of experience in both the legal and healthcare fields. With a background in civil rights, toxic tort, environmental law, and medical malpractice, Ms. De Simone has successfully represented state agencies and large corporations in Florida and Oklahoma. She is licensed to practice law in multiple courts, including the United States Supreme Court. In addition to her law degree, she holds a Masters of Science in Nursing and is a national speaker on nursing and legal issues. De Simone Law, PLLC specializes in health law matters such as HIPAA compliance, risk analysis, and risk management for healthcare companies and organizations. Ms. De Simone is also a dual certified Advanced Practice Registered Nurse, Clinical Nurse Specialist, and Family Nurse Practitioner, bringing a unique perspective to her legal practice.
World Finance
World Finance is a leading financial institution located at 2314 West 3rd Street in Elk City, Oklahoma, United States. Specializing in a wide range of financial services, World Finance offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Finance is dedicated to providing excellent customer service and financial expertise to clients in the Elk City area. Whether you need a personal loan, assistance with budgeting, or expert financial advice, World Finance is here to help you every step of the way. Visit us today to see how we can assist you with your financial needs.
Choice Financial Services
Choice Financial Services, located at 13100 North Macarthur Boulevard in Oklahoma City, Oklahoma, is a finance and insurance agency dedicated to providing clients with choices and options for their money based on their individual goals. The firm believes that education is key to making informed financial decisions, and they prioritize empowering clients with the knowledge and resources needed to achieve financial success. The team at Choice Financial Services works with a diverse range of clients, including pre-retirees, retirees, young families, federal employees, medical professionals, retired military, business owners, high-net worth families, and executives throughout the United States. Rather than offering a one-size-fits-all financial plan, the firm creates highly customized strategies tailored to each client's unique circumstances and goals.
Rippetoe Capital
Rippetoe Capital is a reputable finance institution located at 214 East Lincoln Street in Hollis, Oklahoma, United States. With a strong commitment to providing top-notch financial services, Rippetoe Capital offers a wide range of investment and wealth management solutions to help clients achieve their financial goals. Our experienced team of professionals is dedicated to providing personalized and tailored financial advice to individuals, families, and businesses. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Rippetoe Capital is here to help you every step of the way. Visit us today to learn more about how we can assist you in reaching your financial objectives.
Edward Jones - Financial Advisor: Al Schneider
Edward Jones - Financial Advisor: Al Schneider is a reputable finance institution located at 1411 West Broadway Street in Ardmore, Oklahoma, United States. As a trusted financial advisor, Al Schneider 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: Al Schneider is dedicated to helping individuals and families secure their financial future.
CAPTRUST
CAPTRUST, located at 6305 Waterford Boulevard in Oklahoma City, Oklahoma, is a finance institution specializing in providing wealth management services to high-net-worth individuals, business owners, and families. Our advisors offer services such as wealth planning, portfolio management, family governance, and philanthropic strategies. We also provide financial services to nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Our team supports employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and more. We are committed to exceeding the expectations of our clients and keeping their unique financial goals at the forefront of everything we do. Whether you are looking for market insights, financial planning strategies, or industry expertise, our team is here to help. Join us for upcoming webinars on topics such as fiduciary liability, industry insights for hospitals and healthcare systems, and more. Contact your local CAPTRUST office to get started today.
Merrill Lynch Financial Advisor Robert C Ryland
Merrill Lynch Financial Advisor Robert C Ryland is a finance institution located at 4811 Gaillardia Parkway, Oklahoma City, Oklahoma, United States. With a commitment to building strong relationships with clients, Robert Ryland is a Certified Financial Planner with extensive experience in helping individuals and families make important financial decisions. As a Portfolio Manager, he can assist clients in pursuing their objectives by managing personalized strategies that may include individual stocks, bonds, model portfolios, and third-party investment strategies. Robert Ryland follows the deep-seated Merrill tradition of community involvement and volunteering. He offers Merrill Personal Wealth Analysis™ to create personalized financial plans centered around clients' goals. By examining key components of clients' life plans, the team provides personalized advice and measurable goals to help clients track progress and adjust their investment strategies over time.
Merrill Lynch Financial Advisor Nick Wu
Merrill Lynch Financial Advisor Nick Wu is a prestigious finance institution located at 211 North Robinson Avenue, Oklahoma City, Oklahoma, United States. With over two decades of industry experience, Nick and his team provide customized and sophisticated financial advice to high net worth families, corporations, foundations, and trusts. Nick is a CERTIFIED FINANCIAL PLANNER™ with a Masters degree in Economics and Finance. He is also an adjunct faculty member and advisory board member at Meinders School of Business at Oklahoma City University. The institution offers Merrill Personal Wealth Analysis™ to build personalized financial plans focused on individual goals. The team, supported by the global resources of Merrill, is committed to building strong client relationships based on trust and personalized service. The institution offers a range of services including wealth management, investment strategies, and financial planning.
Merrill Lynch Financial Advisor Chad Parks
Merrill Lynch Financial Advisor Chad Parks, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a prestigious institution offering top-notch financial services. The institution has received recognition from financial industry publications and Bank of America Corporation for their exemplary client service. With a team of talented and experienced individuals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The institution offers personalized wealth management strategies to help clients pursue their financial goals. Through a deep understanding of each client's financial picture, Merrill Lynch provides access to investment insights and banking solutions to create a flexible strategy tailored to changing market conditions. The institution believes in putting the client first, focusing on family, goals, and priorities as they evolve over time. By understanding each client's aspirations and concerns, Merrill Lynch helps design and implement personalized plans intended to manage, grow, and preserve wealth for the future. The institution offers tools such as the Investment Personality Assessment and Merrill Personal Wealth Analysis™ to help clients refine their investing preferences and build a personalized financial plan. With regular check-ins and adjustments to the financial approach, Merrill Lynch aims to help clients stay on track towards their financial goals. The institution is dedicated to providing comprehensive financial solutions and personalized investment strategies to help clients live their best financial life.
Merrill Lynch Financial Advisor James S Wood
Merrill Lynch Financial Advisor James S Wood is a finance institution located at 4811 Gaillardia Parkway, Oklahoma City, Oklahoma, United States. Managing your wealth with a deep understanding of your financial picture is the focus here. With access to the investment insights of Merrill and banking solutions from Bank of America, personalized wealth management strategies are created to help you pursue your goals. James Wood believes in participating in the community and volunteering with organizations. Personal Wealth Analysis is used to build a personalized plan centered on your goals. The institution focuses on what matters most to you - family, goals, and priorities. The Investment Personality Assessment helps understand your investing preferences better. The institution is dedicated to helping you achieve your financial goals by designing and implementing a personalized plan. Regular check-ins and adjustments are made to keep you on track. The goal is to help you achieve what's most important to you through a customized investment approach. With a focus on personalized strategies and comprehensive financial solutions, Merrill Lynch Financial Advisor James S Wood is committed to helping you live your best financial life.
Merrill Lynch Financial Advisor Justin Covey
Merrill Lynch Financial Advisor Justin Covey, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a trusted institution in the finance industry. With a team of talented and experienced individuals supported by the global resources of Merrill, they are committed to building strong client relationships based on trust and personalized service. Recognized by Forbes for their exceptional client service, their advisors have been ranked among the "Best-in-State Wealth Advisors" and "Best-in-State Wealth Management Teams" for multiple years. At Merrill Lynch Wealth Management, your financial advisor focuses on what matters most to you - your family, goals, and priorities. They start every relationship with a conversation to identify and prioritize your goals, whether it's planning for retirement, saving for a home, or funding a child's education. By utilizing tools like the Investment Personality Assessment, they customize a financial approach to help you pursue what matters most to you.
Merrill Lynch Financial Advisor Daniel Bruner
Merrill Lynch Financial Advisor Daniel Bruner, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a reputable institution in the finance industry. Daniel Bruner and his team have been recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, as well as "Best-in-State Wealth Management Teams" in 2023 and 2024. With the support of Merrill's global resources, the team is dedicated to providing exceptional client service, building strong relationships based on trust and personalized financial solutions. At Merrill Lynch Wealth Management, Daniel Bruner focuses on understanding clients' priorities, goals, and family dynamics to create a customized financial plan. Through conversations and the Investment Personality Assessment, the team gains insights into clients' investing preferences to tailor strategies that align with their aspirations. The team believes that financial success is achieved by making informed investment decisions that support clients' meaningful goals, whether it's planning for retirement, funding education, or passing wealth to future generations.
Burnett Advisors
Burnett Advisors is an accounting and finance institution located at 13907 Quail Pointe Drive in Oklahoma City, Oklahoma, United States. Our team includes Schaus & Company CPAs, who work to take the stress out of running your business. We offer comprehensive tax planning to help you save time and money, as well as bookkeeping and payroll services to free up your time. Our legal and financial planning professionals provide expert representation and advice at every stage of life. Burnett Advisors Wealth Management helps individuals, families, and business owners create planning-based strategies to turn ideas into action. We handle outgoing payments and cash flow management, and help professional service providers build successful enterprises. Our team offers deeper insight into your business's numbers to help you grow, and we provide expertise and strategic guidance to accelerate growth potential. We also offer guidance on technology, sustainability, debt management, and surviving supply chain disruptions. Let us help you curate a holiday feast that accommodates all dietary preferences and restrictions. At Burnett Advisors, we believe the steps we take today inspire our impact for tomorrow.
Transcendent Capital Group
Transcendent 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.
Cornerstone Planning Group Llc
Cornerstone 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.
Future U Financial Inc.
Future 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.
Merrill Lynch Financial Advisor Ralph C Evans
Merrill Lynch Financial Advisor Ralph C Evans, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a trusted institution offering a wide range of financial services to individuals, families, businesses, and institutions. With a focus on personalized service and tailored investment strategies, The Evans Group works closely with clients to understand their unique needs and goals. As a Bank of America Global Institutional Consultant, Ralph Evans and his team provide expert advice and guidance to help clients navigate the complexities of the financial landscape and achieve their long-term investment objectives. Specializing in retirement plans, captive insurance companies, and multigenerational wealth management, The Evans Group is dedicated to helping clients build and preserve their wealth for future generations. With over four decades of experience, they have the knowledge and expertise to provide comprehensive wealth management solutions that meet the evolving needs of their clients. Whether you are an individual looking to plan for your financial future or a business seeking to optimize your retirement plan, The Evans Group is committed to providing you with the highest level of service and support. Contact them today to learn more about how they can help you achieve your financial goals.
Merrill Lynch Financial Advisor Kreg Callery
Merrill 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.
Edward Jones - Financial Advisor: Kyle Hawkins
Edward 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.
Edward Jones - Financial Advisor: Mitch Egger
Edward Jones - Financial Advisor: Mitch Egger is a finance institution located at 206 Northwest 5th Street in Guymon, Oklahoma, United States. As a trusted financial advisor, Mitch Egger provides personalized investment and wealth management services to help clients reach their financial goals. With a focus on building long-term relationships, Mitch Egger offers expert guidance and tailored financial solutions to individuals, families, and businesses. Whether you are planning for retirement, saving for education, or looking to grow your wealth, Edward Jones - Financial Advisor: Mitch Egger is dedicated to helping you achieve financial success.
Edward Jones - Financial Advisor: Emily Smith, CEPA®
Edward Jones - Financial Advisor: Emily Smith, CEPA® is a reputable financial institution located at 905 Falcon Road in Altus, Oklahoma, United States. As a Certified Exit Planning Advisor, Emily Smith provides expert financial advice and personalized solutions to help clients achieve their financial goals and secure their future. With a focus on wealth management, retirement planning, and estate planning, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances. Visit Emily Smith at Edward Jones to start planning for a brighter financial future today.
Edward Jones - Financial Advisor: Lonnie Olson, AAMS™
Edward 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.
Edward Jones - Financial Advisor: Jacob M Stewart
Edward 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.
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