The 30 Best Financial advisor in Tulsa, Oklahoma

John Keown - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive, Tulsa, Oklahoma, United States. John Keown holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, and high net worth clients, John Keown is committed to upholding ethical standards and staying updated on industry trends. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, John Keown is a trusted advisor with a diverse skill set to meet your financial needs.

The 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.

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: Larry Cornwell, AAMS™ is a trusted financial institution located at 8556 East 101st Street in Tulsa, Oklahoma. As a seasoned financial advisor with the Accredited Asset Management Specialist™ designation, Larry Cornwell offers personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Larry Cornwell, AAMS™ is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial future with Edward Jones.

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: Mark R Buffington, AAMS™ is a trusted financial institution located in Tulsa, Oklahoma. As a certified Accredited Asset Management Specialist, Mark R Buffington provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing expert guidance and support in all aspects of personal finance. Whether you are planning for retirement, saving for education, or investing for the future, Mark R Buffington and his team are dedicated to helping you navigate the complexities of the financial world with confidence. Visit their office at 8009A South Sheridan Road to start planning for a secure financial future today.

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."

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.

Edward Jones - Financial Advisor: Ryan L Mason is a reputable financial institution located at 4142 South Harvard Avenue in Tulsa, Oklahoma, United States. As a dedicated financial advisor, Ryan L Mason provides personalized and comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted name in the finance industry. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Ryan L Mason and Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Jon Care is a reputable finance institution located at 4142 South Harvard Avenue in Tulsa, Oklahoma. As a dedicated financial advisor, Jon Care offers personalized services to help clients navigate their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored financial solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jon Care is committed to helping you achieve your financial aspirations.

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.

Financial Resources Group, LLC is a finance institution located at 2123 South Atlanta Place in Tulsa, Oklahoma. Our team works closely with individuals and families to develop customized strategies to help them achieve their financial goals and ultimately create Peace of Mind. We believe that by providing financial security, our clients are able to spend more quality time with their loved ones and pursue their passions. With a deep understanding of the challenges and opportunities that come with retirement, our experienced advisors have helped numerous clients create personalized plans to secure their financial futures. Whether you are already retired or just beginning the planning process, Financial Resources Group, LLC is here to provide expert guidance and support every step of the way.

Chris McKeown - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4200 East Skelly Drive in Tulsa, Oklahoma, is a finance institution offering a wide range of services to meet the needs of individuals seeking asset management, investment opportunities, estate planning, and insurance products. Chris McKeown holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management and financial planning. With a focus on ethical practices and comprehensive knowledge of fiduciary practices, Chris McKeown is dedicated to providing personalized financial solutions for retirees, small business owners, high net worth clients, and individuals with specific needs such as domestic partnership planning or philanthropic goals. As a Certified Financial Planner™ and Chartered Financial Analyst®, Chris McKeown is committed to upholding the highest standards of excellence in the financial industry. Whether you are looking for retirement planning, investment strategies, estate planning, or specialized financial advice, Chris McKeown can help you navigate the complex world of finance with confidence and expertise.

Edward Jones - Financial Advisor: David H McCollum is a reputable financial institution located at 5801 East 41st Street in Tulsa, Oklahoma. As a trusted financial advisor, David H McCollum provides personalized and comprehensive financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: David H McCollum is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, David H McCollum and his team are committed to providing expert guidance and support every step of the way. Visit their office in Tulsa or contact them to schedule a consultation and start planning for a brighter financial future today.

Edward Jones - Financial Advisor: Hugh M Thompson IV is a reputable financial institution located at 4200 East Skelly Drive in Tulsa, Oklahoma. As a trusted advisor, Hugh M Thompson IV offers personalized financial services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or investing for the future, Hugh M Thompson IV can provide expert guidance and tailored solutions to meet your needs. With a commitment to integrity and professionalism, Edward Jones - Financial Advisor: Hugh M Thompson IV is dedicated to helping clients secure their financial future.

Edward Jones - Financial Advisor: Steve Collins is a reputable finance institution located at 5100 East Skelly Drive in Tulsa, Oklahoma, United States. As a trusted financial advisor, Steve Collins provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Collins is dedicated to helping individuals and families navigate the complexities of investing and wealth management. Contact Steve Collins today to start planning for a secure financial future.

Castlepoint Wealth Advisors is a finance institution located at 2021 South Lewis Avenue in Tulsa, Oklahoma, United States. We specialize in simplifying investment complexities with tailored financial strategies that protect and grow wealth. Our ideal clients are enterprising, ambitious, purposeful individuals who are looking to reach their financial goals with personally-crafted investment strategies. As an independent wealth management firm, our financial advisors focus on guiding clients with more than $2 million in liquid assets, whether recently inherited or built over time. We believe in creating custom-tailored financial strategies for each client, based on their unique needs and long-term goals. Our relationships are built on trust, transparency, and results, and we are dedicated to advising and working with you in every area of your financial life. Additionally, we are passionate about contributing to and participating in our community. Contact us at our Tulsa office at 405-705-2906 to learn more about how we can help you build an abundant life.

CastleRock Financial Advisors-Jennifer Nichols is a reputable finance institution located at 5800 East Skelly Drive in Tulsa, Oklahoma. With a focus on providing personalized financial guidance and solutions, Jennifer Nichols and her team of experienced advisors are committed to helping clients achieve their financial goals and secure their financial futures. Whether you are looking for retirement planning, investment management, or estate planning services, CastleRock Financial Advisors-Jennifer Nichols offers a wide range of financial services tailored to meet your individual needs. Contact them today to schedule a consultation and take the first step towards financial success.

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.

Garryl Keel, SVP, Financial Advisor, LPL is a finance institution located at 8908 South Yale Avenue in Tulsa, Oklahoma, United States. With a team of experienced professionals, they specialize in providing personalized financial planning and investment advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Garryl Keel and his team are dedicated to providing top-notch financial services tailored to your individual needs. Contact them today to schedule a consultation and start planning for a secure financial future.

Financial Design Group is a leading finance institution located at 11122 South Yale Avenue in Tulsa, Oklahoma, United States. Our team of experts is dedicated to providing tailored financial solutions to help individuals and businesses achieve their financial goals. From retirement planning to investment strategies, we offer a wide range of services to meet our clients' needs. With a focus on personalized service and expertise in the financial industry, Financial Design Group is committed to helping our clients navigate the complexities of finance with confidence.

Brian Mitchell with LPL Financial is a trusted financial institution located at 5612 East 89th Street in Tulsa, Oklahoma. Specializing in providing personalized financial planning and investment services, Brian Mitchell and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer a wide range of financial products and services to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Brian Mitchell with LPL Financial is committed to providing expert guidance and support every step of the way.

Latitude Wealth Advisory - Ameriprise Financial Services, LLC is a finance institution located at 7712 South Yale Avenue in Tulsa, Oklahoma, United States. They offer personalized financial planning services tailored to individual goals and risk tolerance. Clients can access their investments and accounts from any device and track their progress towards their financial goals securely. The institution provides one-to-one financial advice and exceptional client service. They offer complimentary initial consultations to discuss financial planning concepts and help clients navigate their financial journey. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring the security and integrity of client investments. Contact them today to schedule a consultation and start planning for a secure financial future.

Mike Sturm is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Mike 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®. These certifications demonstrate Mike's expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. As a Certified Military Financial Advisor®, Mike is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and ongoing education, Mike Sturm is dedicated to providing comprehensive financial planning services to individuals and small business owners in the Tulsa area.

Edward Jones - Financial Advisor: Sam Barker, AAMS™ is a reputable finance institution located at 10108 East 79th Street in Tulsa, Oklahoma, United States. Specializing in personalized financial planning and investment services, Sam Barker, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides expert guidance and tailored solutions to help individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Sam Barker, AAMS™ is committed to providing the highest level of service and expertise to help you reach your financial goals.

Lonergan Advisors is a leading finance institution located at 9315 South Toledo Avenue in Tulsa, Oklahoma, United States. With a team of experienced financial experts, Lonergan Advisors provides a wide range of financial services including investment management, financial planning, and wealth management. Their personalized approach to financial advising ensures that each client receives tailored solutions to meet their individual needs and goals. Trust Lonergan Advisors to help you navigate the complexities of the financial world and secure your financial future.

Financial Design Group is a leading finance institution located at 8556 East 101st Street in Tulsa, Oklahoma. Our team of experts specializes in creating personalized financial strategies to help individuals and businesses achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, our experienced professionals are here to provide you with the guidance and support you need. Visit us today to learn more about how Financial Design Group can help you secure your financial future.