TOP 30 Financial advisor reviews in Oklahoma

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Merrill Lynch Financial Advisor Shaena L Carter, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, United States, offers personalized wealth management strategies tailored to your goals and priorities. With access to the investment insights of Merrill and the banking solutions of Bank of America, Shaena can help you navigate the complexities of your financial life. By participating in the community and volunteering with local organizations, Shaena upholds the Merrill tradition of serving those around her. Through the Merrill Personal Wealth Analysis™ and Investment Personality Assessment, Shaena can create a customized plan that evolves with your changing life and goals. Whether you're planning for retirement, saving for a home, or passing wealth to future generations, Shaena will work with you to develop a financial approach designed to help you achieve what matters most to you. By regularly reviewing your progress and adjusting your approach as needed, Shaena is committed to helping you stay on track towards your financial goals. With a focus on understanding your unique needs and priorities, Shaena Carter is dedicated to helping you live your best financial life.

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 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.

Merrill Lynch Financial Advisor Kaysha Andrews, located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kaysha Andrews can help you navigate today's changing market conditions and create a flexible financial plan designed to help you pursue your aspirations. Kaysha Andrews is dedicated to understanding your priorities and building a personalized plan centered around your unique goals. By participating in the community and volunteering with local organizations, Kaysha Andrews exemplifies the deep-seated Merrill tradition of serving the communities they work in.

Merrill Lynch Financial Advisor Stephen D. O'Sullivan is located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Stephen and his team are dedicated to understanding your values and goals to help you achieve your financial objectives. With a focus on one-on-one conversations and personalized service, they work with you to create a financial plan that aligns with your individual needs and aspirations. Stephen, a Certified Investment Management Analyst® with a degree in Finance and Management from Oklahoma State University, has been with Merrill since 1998. The team at Merrill Lynch Wealth Management offers a range of services, including personalized financial planning, portfolio management, and wealth transfer solutions. They are committed to building strong client relationships based on trust and collaboration. By utilizing the global resources of Merrill, they provide expert guidance and advice tailored to your unique financial situation.

First Command District Advisor - Tra Vick is a finance institution located at 713 Southwest C Avenue, Lawton, Oklahoma, United States. This institution provides valuable insights and guidance to individuals considering a career as a Financial Advisor. The testimonial shared on their webpage offers a glimpse into the experience of a Financial Advisor working with First Command Financial Services, Inc. and/or its affiliated entities. It is important to note that the testimonial is voluntary and not a promotional advertisement for First Command's products or services. The Financial Advisor is a paid employee or independent contractor of First Command and is supervised by the District Advisor. This testimonial may not be indicative of the experiences of all First Command Financial Advisors, but it can help prospective advisors determine if a career in finance is the right fit for them. First Command values diversity and does not discriminate in recruiting based on race, color, religion, national origin, sex, marital status, disability, age, or veteran status. All information provided by applicants will be carefully reviewed, but submission of an application does not guarantee acceptance into a Financial Advisor/Agent Agreement with First Command.

Brian J Wells is a financial advisor at Ameriprise Financial Services, LLC, located at 215 North Main Street in Blanchard, Oklahoma, United States. With a focus on individual goals such as retirement, education, and major purchases, Brian provides personalized investment recommendations based on each client's risk tolerance. Regular meetings are held to review progress, adjust strategies as needed, and track advancements towards financial goals. Clients can easily access their investments and accounts from any device, ensuring transparency and security. By scheduling a complimentary initial consultation, clients can learn more about how Brian can help them achieve their financial objectives. With proper registration in select states, Brian J Wells is committed to providing tailored financial solutions to help clients navigate the complexities of the market. Contact Brian J Wells today to start the journey towards financial success.

w you personally, so we can provide you with a financial strategy tailored to your unique goals and priorities. Our team of experienced professionals at Merrill Lynch Financial Advisor Alain Verhille is dedicated to building strong relationships with our clients based on trust and personalized service. Located in Oklahoma City, Oklahoma, our office is equipped to help you navigate the complexities of the financial world and develop a plan to help you achieve your financial goals. Alain R Verhille, a Senior Vice President and Wealth Management Advisor at Merrill Lynch, is a CERTIFIED FINANCIAL PLANNER™ with expertise in wealth accumulation, preservation, and transfer. He works closely with clients to create customized wealth management strategies that address their individual financial needs. Alain is also a Portfolio Manager who can manage investment strategies on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies.

Merrill Lynch Financial Advisor James Bertsch, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a finance institution with a focus on serving employers with their retirement plan needs. With 20 years of experience in the financial services industry, James holds a bachelor's degree in Finance from the University of Oklahoma and an MBA in Business from Oklahoma City University. He is dedicated to participating in the community and volunteers with local organizations. At Merrill Lynch Wealth Management, James prioritizes understanding his clients and their financial goals. By creating personalized plans centered on the client's aspirations and focused on achieving their desired outcomes, James helps manage investment risk and guide clients towards their financial objectives. Through the Merrill Personal Wealth Analysis™, clients can build a customized plan tailored to their unique needs and priorities.

Merrill Lynch Financial Advisor Bridgette Nicole Hundon is a finance institution located at 211 North Robinson Avenue, Oklahoma City, Oklahoma, United States. The institution provides insights, observations, and ideas to help clients pursue their financial goals. Bridgette Hundon believes in helping clients prepare for the joys and challenges of retirement, capitalizing on new opportunities, and pursuing cherished dreams. She creates a personalized plan for each client to help them grow their investments and preserve their wealth. With access to comprehensive banking solutions from Bank of America, clients can address any financial situation they may encounter. Bridgette Hundon is a problem-solver, thorough, thoughtful, and creative in her thinking. She believes in guiding clients and their families through various life stages and unexpected events. She offers a calming presence to help clients avoid emotional decision making in the face of financial market unpredictability.

Marks & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 9104 North Kelley Avenue in Oklahoma City, Oklahoma, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024 and 2023, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's retirement planning, education savings, or a major purchase. We prioritize what matters most to you and regularly review your progress to ensure your financial plan remains aligned with your evolving life circumstances. With easy access to your investments and accounts from any device, you can track your progress towards your goals securely. Our experienced financial advisors are registered to do business in specific U.S. states and adhere to strict regulations to provide you with reliable financial guidance.

Edward Jones - Financial Advisor: Leah L Willis, CFP®|AAMS™ is a leading financial institution located at 20213 Northeast 23rd Street in Harrah, Oklahoma, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Leah L Willis provides expert financial advice and personalized investment strategies 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 top-notch financial services to individuals and families in the Harrah area. Whether you are planning for retirement, saving for college, or investing for the future, Leah L Willis and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Prime Wealth Management - Ameriprise Financial Services, LLC, located at 2431 East 61st Street in Tulsa, Oklahoma, is a finance institution led by David Karimian, who was recognized on the Forbes Top Next-Generation Wealth Advisors list in 2022. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. The institution also provides insurance solutions to protect against unexpected events. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help others achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients. Contact them today to schedule a complimentary consultation and start planning for a secure financial future.

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.

Jerald Cooperman is a Financial Advisor at Ameriprise Financial Services, LLC located at 4765 East 91st Street, Tulsa, Oklahoma, United States. Jerald Cooperman 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®, CFP®, Certified Fund Specialist, ChFC®, 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 Jerald Cooperman's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Jerald Cooperman is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jerald Cooperman strives to help clients make informed financial decisions and achieve their long-term financial goals.

Merrill Lynch Financial Advisor Steve M Jelley, located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States, offers personalized financial services to help clients navigate the complexities of the global investing landscape. With a team of experienced professionals supported by the global resources of Merrill, the institution is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from prestigious financial industry publications such as Barron's, Forbes, and Financial Times, showcasing their commitment to exemplary client service. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals and aspirations. The institution understands that life and financial markets are constantly evolving, and they aim to help clients stay on track to achieve their goals by regularly reviewing and adjusting financial approaches. With a focus on getting to know clients personally and understanding their priorities, Merrill Lynch Wealth Management Advisors work to create customized investment approaches tailored to individual needs and objectives. By offering personalized investment strategies and access to comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Steve M Jelley is dedicated to helping clients live their best financial lives.

Fleming Advisors, LLC is a leading accounting and finance institution located at 8813 North 145th East Avenue in Owasso, Oklahoma. Our team of knowledgeable and experienced professionals specializes in developing creative strategies to help our clients succeed. From tax and accounting services to industry-specific divisions like Rx Advisors for pharmacies and aviation tax advisors, we offer a wide range of services to meet your financial needs. We partner with industry-leading software suites to provide financial clarity for real estate portfolios and offer free income tax reviews to get you started. Our Insights series provides valuable information and tips to help you navigate the financial landscape. With offices in Owasso, OK and Leawood, KS, we serve clients nationwide and are committed to creating value for our clients through cutting-edge technology and experienced professionals. Contact us today to see how we can help you reach your financial goals.

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.

Neil Jarvis - State Farm Insurance Agent is a trusted insurance agency located at 1021 South Main Street in Grove, Oklahoma, United States. Neil Jarvis has been serving the community as a State Farm Agent since 1981, providing personalized and attentive service to each individual. The team at Neil Jarvis - State Farm Insurance Agent includes experienced professionals such as Scott Shouse, Summer Tunnell, and Gib Russ, who are dedicated to helping customers with their insurance needs. Summer Tunnell, a Personal Account Representative, has been with the agency for 9 years and specializes in Auto, Home, Boat, and Life insurance. Scott Shouse, the Marketing Coordinator, has 23 years of experience in the insurance industry and is well-versed in the community and area. Gib Russ, the Customer Service Representative, joined the team in 2021 and is committed to providing excellent customer service.

Jim Rexwinkle - State Farm Insurance Agent is an insurance agency located at 1936 North Main Street, Miami, Oklahoma, United States. They offer healthcare plans for couples, including individual plans or combined plans. Married couples can seek guidance on the best approach to this important family decision. The agency also provides information on reporting boating accidents as required by law and offers tips on DIY auto maintenance to combat rising repair costs. Their mission is to provide remarkable service to customers, helping them realize their dreams and manage risks. They aim to be the community's go-to resource for insurance and financial support, building strong relationships that last. For inquiries, contact (918) 542-5526. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. Customers should carefully consider investment objectives and seek advice from tax or legal advisors for personalized guidance.

The Rendel Agency, LLC is a reputable finance and insurance agency located at 26 North Main Street in Miami, Oklahoma, United States. With a team of experienced professionals, they provide a wide range of financial and insurance services to meet the needs of individuals and businesses alike. Whether you are looking for assistance with investments, retirement planning, or insurance coverage, The Rendel Agency, LLC is dedicated to helping you achieve your financial goals. Contact them today to learn more about their personalized and comprehensive services.

Shoreline Investment Strategies is a finance institution located at 111 East 18th Street, Grove, Oklahoma, United States. We are dedicated to helping you achieve your financial goals with our expert advice and guidance. Backed by one of the nation's most recognized financial services companies, we offer a range of investment options to help you plan for your future with confidence. Whether you are looking to create a retirement plan, save for your future with an IRA, or develop an estate plan, our team is here to assist you every step of the way. Our LifeSync® experience helps you align your finances with your values and goals, creating a cohesive and evolving lifelong plan.

Jackson Hewitt Tax Service is a finance institution located at 84127 U.S. 59 in Stilwell, Oklahoma, United States. While our tax advance loans have ended for this year, our Tax Pros are still ready to help you get your biggest refund! Our services are perfect for those with busy lives - simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing. Our Tax Pros at this location are proficient in both English and Spanish, making it easier for Spanish-speaking clients to get the assistance they need. Located within Walmart, you can get your taxes done while you shop and still receive our guaranteed biggest refund.

Tanner Salyer - State Farm Insurance Agent is a trusted insurance agency located at 205 West Broadway Street in Anadarko, Oklahoma. Born and raised in Anadarko, Tanner Salyer is proud to protect the community and is dedicated to helping with all insurance needs in Oklahoma. With a team that is committed to providing excellent service, Tanner Salyer can review your coverages and ensure you are properly protected. Investing can be a great way to grow your money over time and prepare for retirement. Tanner Salyer can help you with investing basics to get started. They also offer tips for rural road driving and money management strategies for businesses.

Gary Baccus - State Farm Insurance Agent is a reputable insurance agency located at 16145 North May Avenue in Edmond, Oklahoma. Situated between NW 150th and NW 164th on the west side of May Ave, across from Angie Debo Elementary School, our agency takes pride in being a good neighbor to our community. With a history dating back to 1922, State Farm has been dedicated to protecting millions of individuals across the country and helping them plan for the future. As summer approaches, we can assist you with all your insurance needs for summertime activities, including motorcycle, boat, recreational vehicle, and camper insurance. Our experienced team, led by Heather and Stephaine, is committed to providing personalized service and ensuring that you have the right coverage for your adventures.

Farmers Insurance - Wendy Barnes is a local insurance agency located at 303 North Main Street in Noble, Oklahoma, United States. Wendy Barnes, the Farmers® agent, works with each client individually to develop personalized insurance packages that best suit their needs and budget constraints. Whether you need auto, home, renters, life, retirement, or business insurance, Wendy is dedicated to providing excellent service to meet all your insurance needs. The agency is now accepting new clients and offers after-hours and Saturday appointments. Wendy can help you navigate through the complexities of selecting the right coverage, whether it's comprehensive coverage, collision coverage, deductibles, or medical payments. Farmers® has been a trusted insurance provider for over 80 years, ensuring that your most valuable possessions are protected in the event of a disaster. Get competitive rates and multi-line insurance discounts for your home insurance needs. Review your life insurance policy with Wendy to create a plan that provides financial support for your loved ones. Protect your personal belongings with renters insurance, as your landlord's policy may not cover them in case of a fire. For small business owners, Farmers® offers customizable business insurance packages to reduce risks and protect investments. Get a quote for condo insurance to safeguard your investment. Enjoy outdoor adventures worry-free with recreational insurance options provided by Farmers®. Additionally, Wendy can help you build a solid financial plan for a secure future. Consider a personal umbrella insurance policy for added protection above the liability limits of your auto or home insurance policies. Farmers Insurance Exchange, Fire Insurance Exchange, Truck Insurance Exchange, and other specific insurers offer coverage through Wendy Barnes. Contact Wendy for an appointment to discuss your insurance needs and financial goals.

Drew Vincent - State Farm Insurance Agent is a trusted insurance agency located at 100 Northwest 150th Street in Edmond, Oklahoma. Our dedicated team is committed to serving the community by providing a wide range of insurance and financial services. Whether you need Auto Insurance, Homeowners Insurance, Life Insurance, or Business Insurance, we are here to help. Our experienced team is passionate about helping customers manage risks, recover from the unexpected, and achieve their dreams. We also offer free Oklahoma Notary Public services by appointment. Contact us today for a free insurance quote and let us help you protect what matters most.

Bobby Lewis - State Farm Insurance Agent is an insurance agency located at 4805 Southeast 44th Street, Del City, Oklahoma, United States. With over a decade of experience, Bobby Lewis and his team are dedicated to providing exceptional insurance and financial services tailored to each individual's needs. The agency prides itself on treating every customer like a cherished friend, prioritizing customer service and community involvement. Bobby Lewis has been actively involved in the Choctaw community, serving as a Board Member in the Choctaw Chamber of Commerce and being an active member of Life Church. The agency also supports schools and youth organizations in and around Choctaw through philanthropic endeavors. Bobby Lewis - State Farm Insurance Agent has received prestigious awards such as the Chairman's Circle award and consistently qualifies for the Eagle Club and Ambassador Travel programs.

Dustin Bass - State Farm Insurance Agent is located at 8920 South Delaware Avenue in Tulsa, Oklahoma, United States. As an insurance agency, we are here to help you review your coverage as we enter the spring season with wild weather possibilities. Teaching your children good saving habits and budgeting skills is important for their future financial well-being. We can also assist you with information on annuities and retirement planning. Please remember not to share sensitive personal information with us for your protection. Our services include life insurance, annuities, and deposit products offered by U.S. Bank National Association. We also provide information on credit cards issued by U.S. Bank National Association. Rocket Mortgage, LLC is also available for mortgage services. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Please note that investing involves risk and it is advisable to consult a tax or legal advisor for personalized advice. Contact us at (918) 518-6700 if you are having difficulty navigating our website.

Farmers Insurance - William Franklin is a local insurance agency located at 8556 East 101st Street in Tulsa, Oklahoma. As your Farmers® agent, William Franklin helps customers identify insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. The agency takes pride in providing excellent customer service and making the insurance process easy and reliable. With over 14 years of experience in Financial Services and the Auto Industry, William Franklin has the knowledge to help you protect your assets. The agency offers comprehensive coverage options, routine policy reviews, and discounts to ensure you have the right coverage. They also partner with local realtors and mortgage brokers to assist with additional needs. Whether you need car insurance, home insurance, life insurance, renters insurance, or business insurance, William Franklin Insurance Agency can help customize a plan for you. Contact them for a quote or to learn more about their services.