Financial growth in Tulsa, OK
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Merrill Lynch Financial Advisor Matthew L Monger
● ClosedMerrill Lynch Financial Advisor Matthew L Monger, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a highly experienced wealth management team dedicated to understanding and prioritizing your unique financial goals. Recognized for excellence in the industry, our team, led by Matt Monger, has been named to prestigious lists such as Forbes "Best-in-State Wealth Management Teams" and Barron's "Top 1,200 Financial Advisors." Our mission is centered around putting your interests first and providing personalized wealth management strategies that align with your priorities for today, tomorrow, and the future. We believe in open communication, excellence in portfolio management, and a focus on asset preservation over growth. Our goal is to help you preserve and grow the wealth you've worked hard to build, while also recognizing the greater value in your life beyond financial assets.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
Seasons Financial Group
● ClosedSeasons Financial Group, located at 6964 South 69th East Avenue in Tulsa, Oklahoma, is a finance institution that offers advisory services through SageOak Financial, LLC. As a financial advisor rooted in timeless biblical wisdom and backed by decades of research in financial science, we aim to provide our clients with peace of mind and certainty in managing their investments and financial lives. Seasons Financial Group, a tradename of SageOak Financial, LLC, is dedicated to helping individuals navigate the complexities of financial planning and investment management.
6964 S 69th E Ave, Tulsa, OK 74133, United States -
Redmond Growth Coaching | Tulsa Business Consulting
● ClosedRedmond Growth Coaching is a premier business consulting firm located in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to helping businesses thrive and grow through personalized coaching and strategic planning. We offer a range of services including business development, marketing strategies, financial planning, and leadership training. Located at 2166 East 61st Street, our institution is committed to providing top-notch guidance and support to businesses of all sizes. Contact us today to learn how we can help your business reach its full potential.
2166 E 61st St, Tulsa, OK 74136, United States -
Edward Jones - Financial Advisor: Jon Haverfield
● OpenEdward 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.
10462 S 82nd E Ave #104, Tulsa, OK 74133, United States -
Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. Joey Small 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®. These certifications demonstrate expertise in various areas of financial planning, wealth management, estate planning, retirement planning, and more. Joey Small is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Joey Small aims to help clients achieve their financial goals and secure their financial future.
4200 E Skelly Dr Ste 1015, Tulsa, OK 74135, United States -
Merrill Lynch Financial Advisor Kyle M Ingram
● ClosedMerrill 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.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
SCORE
● ClosedSCORE is a finance institution located at 907 South Detroit Avenue in Tulsa, Oklahoma, United States. We offer free and confidential one-on-one business counseling through phone, email, and in-person meetings in Northeastern Oklahoma. Our workshops cater to both start-up entrepreneurs and seasoned small business owners. As we honor our dedicated volunteers this month, we invite you to consider giving back by becoming a SCORE mentor. Join us in empowering entrepreneurs and small business owners in our community. Learn more about mentoring opportunities at SCORE.
907 S Detroit Ave, Tulsa, OK 74120, United States -
Provident CPAs PLC
● ClosedProvident CPAs PLC, located in Tulsa, Oklahoma, is a leading institution specializing in accounting and finance. Our unique strategies are designed to create significant value for our clients, with potential returns on investment reaching 1,000-2,000%. We excel at minimizing tax liabilities, allowing us to delve deep into the financial and operational health of businesses, ultimately guiding them towards successful exits. At Provident CPAs, our core values drive our interactions and decision-making processes. We prioritize being proactive, efficient, cheerful, compassionate, and helpful, leading to innovation, humility, and excellence in all that we do. Our team embodies an entrepreneurial spirit, remaining future-focused, driven, and disciplined in our pursuit of financial success.
6100 S. Yale Ave., One Warren Place, Suite 1010, Tulsa, OK 74136, United States -
University School
● ClosedUniversity School is a prestigious educational institution located at 326 South College Avenue in Tulsa, Oklahoma, United States. As a school, it offers a comprehensive academic program that prepares students for success in higher education and beyond. With a focus on excellence in teaching and learning, University School provides a supportive and enriching environment for students to thrive. The institution is committed to fostering a culture of innovation, critical thinking, and personal growth. Through its dedicated faculty and state-of-the-art facilities, University School is dedicated to providing a top-notch education for students in the Tulsa area.
326 S College Ave, Tulsa, OK 74104, United States -
Mingo Valley Christian
● ClosedMingo Valley Christian is a prestigious school located at 8304 South 107th East Avenue in Tulsa, Oklahoma, United States. As an institution dedicated to providing a quality Christian education, Mingo Valley Christian strives to nurture the academic, spiritual, and personal growth of its students. With a strong emphasis on faith-based teachings and a supportive community environment, students at Mingo Valley Christian are encouraged to excel academically while developing a strong foundation in their faith. With a commitment to excellence in education and a focus on character development, Mingo Valley Christian prepares students to become leaders in their communities and make a positive impact on the world.
8304 S 107th E Ave, Tulsa, OK 74133, United States -
Sipes Insurance
● OpenSipes Insurance is a reputable insurance agency located at 4942 East 73rd Street, Tulsa, Oklahoma, United States. Our institution offers a wide range of permanent life insurance policies with guaranteed death benefits and cash value growth over time. Our long-term coverage options are highly customizable to meet your specific needs and budget. With the ability to invest your policy's cash value in the market, you can secure your financial future while potentially earning additional income. In addition to providing financial protection, we also offer services to help pay for everyday tasks, replace lost income due to illness or injury, and invest in education expenses. Our professionally managed investments come with low fees and the potential for market gains, ensuring that your assets are well-protected and can grow over time.
4942 E 73rd St, Tulsa, OK 74136, United States -
Ashley Woltjer
● OpenAshley Woltjer is a health institution located at 4103 South Yale Avenue in Tulsa, Oklahoma, United States. Our experienced team offers effective outpatient, individualized care for a variety of mental health disorders. We provide a neutral ground for individuals, families, and couples to work through their challenges. Our focus is on helping individuals heal, energize, and discover their inner strengths. We create a safe space to listen to your concerns and customize a treatment plan to meet your needs. We are committed to supporting you every step of the way on your journey to growth and healing.
4103 S Yale Ave STE B, Tulsa, OK 741356002, United States -
William Geffen
● OpenWilliam Geffen is a trusted healthcare institution located at 1334 North Lansing Avenue in Tulsa, Oklahoma, United States. Specializing in providing top-notch medical care, Dr. Geffen and his team are dedicated to serving the community with compassion and expertise. From routine check-ups to specialized treatments, patients can trust William Geffen for all their healthcare needs.
1334 N Lansing Ave., Tulsa, OK 74106, United States -
Martin Brian
● OpenMartin Brian is a prestigious law firm located at 1503 South Denver Avenue in Tulsa, Oklahoma. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients in various practice areas. Our firm is known for its commitment to excellence, professionalism, and integrity. Whether you are facing a complex legal issue or need assistance with a simple legal matter, our team is here to help. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
1503 S Denver Ave., Tulsa, OK 74119, United States -
Bridger Riley & Associates
● OpenBridger Riley & Associates is a renowned law firm located at 4528 South Sheridan Road in Tulsa, Oklahoma. With a team of experienced and dedicated lawyers, we provide top-notch legal services to our clients. Specializing in various areas of law, including personal injury, family law, and criminal defense, we are committed to achieving the best possible outcomes for our clients. Contact us today for expert legal representation you can trust.
4528 S Sheridan Rd #216, Tulsa, OK 74145, United States -
Triad Bank, N.A.
● ClosedTriad Bank, N.A. is a banking institution located at 5951 South Lewis Avenue, Tulsa, Oklahoma, United States. Offering a variety of financial services including SBA and business loans, Triad Bank prides itself on providing banking solutions with the best terms and conditions. Whether you're looking for home loans in Oklahoma or need assistance with mortgage loans, Triad Bank is here to help. The institution is dedicated to giving back to the community and volunteers for local organizations like Bike Club. With a focus on helping individuals achieve their financial goals, Triad Bank offers affordable mortgage loans that are fast, easy, and personalized. From home purchases to business loans, Triad Bank is committed to helping customers achieve their dreams. With a range of personal and business financing options available, Triad Bank is dedicated to supporting local entrepreneurship and economic growth. Whether you're looking to start a small business or need assistance with personal banking needs, Triad Bank is here to help you every step of the way.
5951 S Lewis Ave, Tulsa, OK 74105, United States -
Triad Bank, N.A.
● ClosedTriad Bank, N.A. is a financial institution located at 7646 East 61st Street in Tulsa, Oklahoma, United States. As a bank specializing in business and finance, we offer a range of banking solutions with some of the best terms and conditions, including SBA and business loans. Our commitment to the community is evident through our volunteer work with local organizations like Bike Club. Our Articles page provides valuable tips and news on how Triad Bank can help you maximize your money. We offer fast, easy, and personalized mortgage loans for home buyers in Oklahoma. From capital improvements to funding growth, our Business Loans can help make your goals a reality. Triad Bank is dedicated to helping Oklahomans achieve their dreams, whether that means buying a home, financing personal goals, or growing a business. We offer innovative business loans to fuel economic growth and support entrepreneurship in the community. Partner with Triad Bank to open a personal checking or savings account and start building generational wealth. At Triad, we are committed to helping you achieve your financial goals and improve your quality of life.
7646 E 61st St, Tulsa, OK 74133, United States -
Thrivetime Show | Clay Clark | Business Coach
● OpenThrivetime Show, led by business coach Clay Clark, is located in Tulsa, Oklahoma. With over 2,300 business owners helped, it is the highest rated and most reviewed business coaching program in the world. Attend their 2-day business conferences led by Forbes Council Member Clay Clark and learn from mentors like NBA legend David Robinson. With a focus on advertising, hiring quality employees, organization, and tracking profits, Thrivetime Show offers a proven system for sustained business growth. Clients receive a custom-designed business plan and month-to-month coaching commitment. Clay Clark's success strategies have been proven to work, with thousands of success stories since 2005. Attend their interactive conferences to learn best practice systems for marketing, sales, leadership, and more. Schedule a free assessment with Clay Clark to see how your business can grow rapidly with their proven systems.
3920 W 91st St S, Tulsa, OK 74132, United States -
The Walker Wealth Management Group - Morgan Stanley
● OpenThe Walker Wealth Management Group at Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and retirement solutions to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, The Walker Wealth Management Group is a trusted partner in helping individuals and families secure their financial futures. Visit us at 2200 South Utica Place to learn more about how we can help you reach your financial goals.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Chestnut Street Advisors
● ClosedChestnut Street Advisors is a leading finance institution located at 6660 South Sheridan Road in Tulsa, Oklahoma. Our team of experienced advisors provides expert financial guidance and personalized investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Chestnut Street Advisors is here to help. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards a secure financial future.
1766, 6660 S Sheridan Rd # 260, Tulsa, OK 74133, United States -
CS3 Advisors
● ClosedCS3 Advisors is a business institution located at 5272 South Lewis Avenue in Tulsa, Oklahoma, United States. We offer a special 30-minute session to discuss successful remote work practices, emergency contingency plans, and necessary HR policy adjustments. Our team of CPAs can help you navigate the credits available to your business, including the EPSLA and EFMLA for COVID-19 affected employees. We also provide guidance on the Care Acts economic stimulus and loan eligibility. Our president, Gary Crouch, shares insights in a quick blog post. CS3 Advisors offers strategic and tactical assistance to help your firm reach new heights, drawing on our diverse industry experience and expertise. We offer project-based or on-demand support through our CS3 Executive Access Plan.
5272 S Lewis Ave, Tulsa, OK 74105, United States -
i2E, Inc
● Closedi2E, Inc. is a non-profit organization based in Tulsa, Oklahoma, United States. Located at 100 South Cincinnati Avenue, i2E, Inc. specializes in providing support and resources for entrepreneurs and startups in the region. They offer a range of services including business consulting, funding opportunities, and networking events to help foster innovation and growth in the local business community. With a focus on driving economic development and creating jobs, i2E, Inc. is a valuable resource for aspiring entrepreneurs looking to bring their ideas to life.
100 S Cincinnati Ave Floor, Suite 514, Tulsa, OK 74103, United States -
Get Better Bookkeeping
● ClosedGet Better Bookkeeping is your one-stop solution for all your accounting and financial needs. Located at 3015 East Skelly Drive in Tulsa, Oklahoma, United States, our institution offers a range of services to help you streamline your financial management. Stop stressing about your finances and let us simplify your bookkeeping, payroll, and financial services all in one place. With GBB, it's like having a CFO for your small business. Our weekly bookkeeping service ensures that your financial records are accurate and up-to-date, allowing you to make informed decisions with ease.
3015 E Skelly Dr Suite 1010, Tulsa, OK 74105, United States -
My Collective Wealth
● ClosedMy Collective Wealth is a leading financial institution located at 8026 South Fulton Avenue in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive solutions tailored to your unique needs. Trust My Collective Wealth to help you build and preserve your financial future.
8026 S Fulton Ave, Tulsa, OK 74136, United States -
Deloitte
● ClosedDeloitte, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a renowned institution in the field of accounting and finance. With a focus on front-office transformation, Deloitte helps businesses gain a competitive edge in their industries. The institution offers training and mentorship programs to help individuals excel in their careers, and proudly employs over 3,000 veterans. By joining Deloitte's Talent Network, individuals can explore career resources and potential job opportunities. With a team of over 80,000 professionals in the United States, Deloitte is dedicated to serving clients and solving their toughest problems. The institution's culture promotes inclusion, collaboration, high performance, and opportunities for growth. Deloitte is part of a global network of member firms, each operating independently to provide exceptional services to clients. Visit www.deloitte.com/about to learn more about Deloitte's impact and services.
6100 S Yale Ave Suite 2010, Tulsa, OK 74136, United States -
Maxwell & Morse Capital Management, Inc.
● ClosedMaxwell & Morse Capital Management, Inc. is a leading finance institution located at 5026 East 101st Street in Tulsa, Oklahoma, United States. Specializing in investment management and financial planning, Maxwell & Morse Capital Management, Inc. offers tailored solutions to meet the unique needs of individual and institutional clients. With a team of experienced professionals and a commitment to excellence, they strive to help clients achieve their financial goals and secure their financial future.
5026 E 101st St Ste A, Tulsa, OK 74137, United States -
Steven Younger - Morgan Stanley
● OpenSteven 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.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Tim Veldstra - Thrivent
● ClosedTim Veldstra - Thrivent is a finance institution located at 2448 East 81st Street in Tulsa, Oklahoma, United States. With over 20 years of experience in the financial services industry, Tim Veldstra focuses on helping clients achieve their financial goals and priorities. Licensed in multiple states, including AR, CA, FL, KS, MO, OK, PA, and TX, Tim Veldstra offers holistic and tailored financial advice to assist clients in navigating their financial journey. Whether you need assistance with a single financial issue or want to build a comprehensive financial plan, Tim Veldstra is dedicated to helping you strengthen your financial security. You can schedule a 30-minute consultation with Tim Veldstra today to discuss your financial needs. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult with their attorney or tax professional. Thrivent offers a Financial Planning Framework and Dedicated Planning Services to help clients with their financial planning needs. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information about their financial advisors and professional designations.
2448 E 81st St Suite 4960, Tulsa, OK 74137, United States -
Secretariat & Associates
● OpenSecretariat & Associates is an accounting and finance institution located at 3015 East Skelly Drive in Tulsa, Oklahoma, United States. Our mission is to provide small businesses with peace of mind and set them up for future success. We offer customized accounting and tax services tailored to meet the unique needs of each business. Our team goes the extra mile to deliver top-notch bookkeeping services, which are essential for organizing financials, making informed decisions, forecasting, managing assets, and optimizing cash flow. Bookkeeping involves recording transactions like income and expenses into a clear reporting structure, and our experienced bookkeepers ensure that your financial information is accurate and up-to-date.
3015 E Skelly Dr, Tulsa, OK 74105, United States -
Ornelas & Morris CPA's P.C.
● ClosedOrnelas & Morris CPA's P.C. is a trusted accounting and finance institution located at 5840 South Memorial Drive in Tulsa, Oklahoma, United States. Our dedicated team is committed to helping businesses improve their finances and overcome their biggest challenges. We offer a free consultation to kickstart the growth process for your business. At Ornelas & Morris CPA's P.C., we prioritize meeting deadlines and ensuring that your work is completed on time. We also provide additional support by communicating with bankers, attorneys, CPAs, IRS agents, and other third parties on your behalf.
5840 S Memorial Dr Ste 315, Tulsa, OK 74145, United States
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