TOP 10 Financial investments in Tulsa, Oklahoma

Merrill Lynch Financial Advisor James C Aldag is a prestigious finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution is proud of its advisors who have received recognition from various financial industry publications. The team at Merrill is dedicated to providing exemplary client service and personalized financial solutions. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and tailored service. The institution offers a range of financial services, including credit services through Bank of America, N.A. The advisors at Merrill Lynch Wealth Management focus on understanding each client's unique needs, goals, and priorities to create a personalized financial plan. By listening carefully and asking thoughtful questions, the team helps clients manage investment risk and pursue their financial goals. The institution believes in the importance of ongoing communication and collaboration to help clients stay on track towards achieving their goals. The team at Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach that aligns with their needs and aspirations. Whether clients are planning for retirement, saving for a major purchase, or funding their children's education, the team at Merrill is there to provide guidance and support every step of the way. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor James C Aldag is committed to helping clients achieve their financial goals and live their best financial life.

Harvard Lyons, a Private Wealth Advisor at Ameriprise Financial Services, LLC, is located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Harvard Lyons holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, and more. These certifications demonstrate Harvard Lyons' expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for individuals and small business owners. Harvard Lyons is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.

The Merrill Lynch Financial Advisor Katy R Stephens is located at 6100 South Yale Avenue, Suite 1500, Tulsa, Oklahoma, United States. As part of the MLCS Group, they have been recognized as the #1 wealth management team in Oklahoma on the Forbes "Best-In-State Wealth Management Teams" list for two consecutive years. Specializing in addressing the investing and wealth management needs of institutions, high net worth individuals, and families, they offer personalized service and customized strategies to help clients pursue their financial goals. As Bank of America Retirement Benefits Consultants and Global Institutional Consultants, they provide specialized knowledge and assistance to navigate the financial landscape. The team at Merrill Lynch Financial Advisor Katy R Stephens is dedicated to building strong client relationships based on trust and personalized service. They have been recognized on various prestigious lists such as Barron's "Top 1,200 Financial Advisors" and Forbes "Best-in-State Wealth Advisors", showcasing their commitment to excellence in financial advisory services.

Fredric E. Russell Investment Management Co. is a finance institution located in Tulsa, Oklahoma, United States. Since 1987, we have been providing clients with unique money management services. Our expertise lies in our ability to uncover valuable information about publicly traded companies that others may overlook. We conduct thorough research and due diligence to make informed investment decisions based on a company's sustainable competitive advantage. Our personalized service ensures that each client receives the attention and communication they deserve. Contact us today for a tailored investment experience that meets your needs.

Merrill Lynch Financial Advisor Robert P. Connor is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Bo is dedicated to providing highly customized wealth management strategies and services to a select group of clients, focusing on tax-efficient investment planning, asset preservation, wealth transfer planning, and philanthropic planning. Bo's approach is built on the principles of stewardship, understanding clients' missions, investment discipline, and leadership. His team includes Wealth Management Client Associates and specialists in various areas of wealth management. Bo holds the Chartered Retirement Planning Counselor designation and is a qualified Portfolio Manager. He consistently achieves the Firm's Community Volunteer Honor Roll. Bo's mission is to understand his clients and help them achieve their financial goals. With Merrill Personal Wealth Analysis™, he can create personalized plans centered on clients' goals and priorities. By understanding clients' needs and priorities, Bo can provide comprehensive strategies to turn their financial goals into reality. Through ongoing conversations and assessments, Bo helps clients adapt their financial approach to reflect changes in their lives and goals. He believes that financial success is achieved through thoughtful analysis, personalized solutions, and clear communication. As a Merrill Lynch Wealth Management Advisor, Bo is committed to helping clients navigate the complexities of their financial journey.

Merrill Lynch Financial Advisor Ivan Williams is located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Ivan Williams began his financial services career in 2009 and is dedicated to helping clients build a wealth management strategy tailored to their individual needs. With a focus on delivering a comprehensive approach to managing wealth, Ivan listens carefully to clients and helps them make informed decisions as they develop their financial strategy. Supported by the global resources of Merrill Lynch, Ivan's team is committed to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Ivan prioritizes understanding what matters most to each client and works to design and implement a personalized plan to help them pursue their financial goals while managing investment risk.

Merrill Lynch Financial Advisor D Kurt Morgan is a top-rated finance institution located at 6100 South Yale Avenue, Suite 1500, Tulsa, Oklahoma, United States. The MLCS Group, led by D Kurt Morgan, has been recognized as the #1 wealth management team in Oklahoma on the prestigious Forbes "Best-In-State Wealth Management Teams" list for two consecutive years. Specializing in addressing the investing and wealth management needs of institutions, high net worth individuals, and families, the team at MLCS Group takes the time to understand the unique goals and aspirations of their clients in order to create personalized strategies to help them achieve financial success. As Bank of America Retirement Benefits Consultants and Global Institutional Consultants, the team at MLCS Group provides specialized knowledge and customized services to navigate the complex financial landscape and adapt to market trends. With a team of experienced professionals dedicated to building strong client relationships based on trust and personalized service, Merrill Lynch Financial Advisor D Kurt Morgan is a top choice for those seeking expert financial advice and guidance.

Gregory Hopeman - UBS Financial Services Inc. is a reputable finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. With a strong focus on providing high-quality financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Gregory Hopeman - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to clients, ensuring they make informed decisions about their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Gregory Hopeman - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Steve L Udrisky is a reputable finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Specializing in global investing, the institution warns of risks associated with foreign taxation, currency fluctuation, and political instability. They offer personalized financial advice and investment strategies tailored to individual needs and goals. Recognized by prestigious publications such as Barron's and Forbes, their team is committed to providing exemplary client service. With access to the global resources of Merrill, they aim to build strong client relationships based on trust and personalized service. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals. Certified by various financial institutions, Merrill Lynch Financial Advisor Steve L Udrisky ensures that clients receive expert advice and guidance to navigate the complexities of the financial markets and achieve their financial objectives.

Merrill Lynch Financial Advisor Garrett Jelley is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution specializes in global investing, offering personalized financial advice and investment strategies. With a team of experienced professionals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from industry publications for exemplary client service. Merrill Personal Wealth Analysis™ is a service offered to help clients build personalized financial plans centered on their goals. The institution understands that both life and financial markets can change over time, and aims to help clients stay on track to achieve their goals. As Merrill Lynch Wealth Management Advisors, the team will work with clients to address their financial complexities and pursue their goals. The institution offers the latest investment insights, tips, and strategies to help clients live their best financial life. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Garrett Jelley is dedicated to helping clients achieve their financial goals.

Merrill Lynch Financial Advisor Alan H Ford, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a finance institution that specializes in overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners. The FHB Wealth Management Group offers personalized service in a boutique-like setting, coupled with the extensive resources of a global institution. With over half a century of experience, the team at FHB Wealth Management Group crafts tailored wealth management strategies to address both immediate and long-term financial goals. Their services include retirement planning, managing concentrated stock holdings, tax-efficient wealth transfer methods, and access to trust and philanthropic services. The team of highly skilled advisors at Merrill Lynch is dedicated to providing innovative strategies to safeguard and grow assets, create diverse portfolios, and leverage market opportunities. Clients can expect personalized attention and guidance to help them achieve their financial objectives. With a focus on building strong client relationships based on trust, Merrill Lynch Wealth Management Advisors work with clients to develop customized investment approaches to address their unique needs and goals. The team at Merrill Lynch encourages clients to seek the advice of experienced financial advisors to help navigate life's financial complexities and build a secure financial future.

Merrill Lynch Financial Advisor Edna Hird is a finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Supported by the global resources of Merrill, Edna's team is dedicated to building strong client relationships based on trust and personalized service. The team offers wealth planning, portfolio management, retirement income strategies, residential lending, education funding, insurance services, trust services, and banking through Bank of America, N.A. With over 50 years of combined experience, the team at Merrill Lynch Wealth Management is committed to helping clients preserve, grow, and distribute their wealth in alignment with their goals and risk tolerance. They work closely with clients to develop personalized, strategic advice to help them achieve their financial objectives. The team believes in prioritizing the goals and aspirations of their clients, offering customized investment approaches, and providing comprehensive financial solutions. They are dedicated to helping clients navigate the complexities of their financial lives and stay on track to reach their goals. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Edna Hird is committed to helping clients achieve their financial aspirations.

Thomas A Hunt - Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, offers a wide range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Thomas A Hunt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in the field. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, clients can trust Thomas A Hunt to provide tailored financial solutions to meet their unique needs. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Thomas A Hunt can help you navigate the complex world of finance with confidence and peace of mind. Contact Thomas A Hunt - Financial Advisor at Ameriprise Financial Services, LLC today for personalized financial advice and guidance.

Tulsa Responds is a reputable accounting and finance institution located at 2174 South Sheridan Road in Tulsa, Oklahoma, United States. With a team of experienced professionals, they provide expert financial advice and services to individuals and businesses in the Tulsa area. Whether you need help with tax preparation, budgeting, or investment strategies, Tulsa Responds is dedicated to helping you achieve your financial goals. Contact them today to schedule a consultation and take control of your finances.

Sondra Financial Services is a reputable finance institution located at 1831 East 71st Street in Tulsa, Oklahoma, United States. With a focus on providing top-notch financial services, Sondra Financial Services offers a wide range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced team at Sondra Financial Services is dedicated to helping you achieve your financial goals. Visit them today to see how they can help you secure your financial future.

Provident 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.

Best Loans, located at 1503 South Sheridan Road in Tulsa, Oklahoma, is your go-to institution for personal and title loans. Our dedicated team is committed to providing exceptional service and guiding you through the loan process with ease. Whether you need funds for unexpected expenses, home repairs, emergencies, or any other financial need, Best Loans has got you covered. With competitive rates, flexible payment options, and swift approvals, Best Loans makes borrowing money a stress-free experience. If you're in need of instant cash, consider a title loan where you can use your vehicle as collateral without giving up the ability to drive it.

The 21st Street Group - Morgan Stanley is a prominent finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. As a part of the globally recognized Morgan Stanley brand, this institution offers a wide range of financial services and expertise to individuals, businesses, and organizations. With a strong focus on client satisfaction and financial success, The 21st Street Group provides personalized investment strategies, wealth management solutions, and financial planning services. Their team of experienced professionals are dedicated to helping clients achieve their financial goals and secure their future.

CORE Group is a financial institution located at 8139 East 74th Place in Tulsa, Oklahoma, United States. Specializing in accounting and finance, CORE Group offers expert financial guidance and accounting services specifically tailored for creative businesses. With over 25 years of experience, CORE Group has helped thousands of entrepreneurs in the creative industry navigate complex tax scenarios, improve profitability, and implement the Profit First method. As a virtual CFO, CORE Group is committed to building relationships with clients, providing ongoing support, and empowering entrepreneurs to achieve enduring financial success. Services offered include tax planning, bookkeeping, investment advice, and wealth management. Quarterly meetings and soft skills education are also provided to ensure clients are on track with their financial goals. Whether you're a videographer, photographer, designer, influencer, or content creator, CORE Group is dedicated to helping you thrive in your creative journey. To learn more about how CORE Group can transform your financial approach and help you build a profitable business, download their free guides on tax strategies, cash flow, and workspace tax advantages. Book a consultation with CORE Group today to start turning your passion into profit. Please note that CPA services are provided by Turnbull and Brim, LLC, a licensed Oklahoma CPA firm, and CORE Group is not a licensed CPA firm.

The Advancement Group is a reputable finance institution located at 7315 South Lewis Avenue in Tulsa, Oklahoma, United States. With a commitment to helping individuals and businesses achieve their financial goals, The Advancement Group offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals provides personalized guidance and support to clients, ensuring they make informed decisions to secure their financial future. Visit us at The Advancement Group to learn more about how we can help you advance towards your financial goals.

The Oil & Gas Advisor is a finance institution located at 401 South Boston Avenue in Tulsa, Oklahoma, United States. Specializing in providing expert financial advice and services to clients in the oil and gas industry, our team of experienced professionals offers strategic guidance and solutions to help businesses thrive in this competitive sector. Whether you are looking to invest in oil and gas projects, manage your financial portfolio, or navigate complex regulatory issues, The Oil & Gas Advisor is here to support you every step of the way. Visit us today to learn more about how we can help you achieve your financial goals in the oil and gas industry.

Bryan Smith - State Farm Insurance Agent is a reputable institution located at 616 South Main Street, Tulsa, Oklahoma, United States. Specializing in health and insurance services, the institution is conveniently situated at 7th and Main, right as you enter Downtown- II Main Building. They offer First Responder and Law Enforcement Lunches, as well as the #CallBryanSmith Player of the Game. As a lifelong Tulsa resident, Bryan Smith takes pride in serving the community and providing top-notch customer service. With over 65 years of combined experience, the State Farm team has received numerous awards for their dedication to customer satisfaction. Recognized as Oklahoma Magazine’s Top Co. since 2011 and Tulsa World’s Top Business since 2014, they have also been voted as Oklahoma Magazine's Great Places to work for 2022.

Primerica is a well-established insurance agency located at 525 South Main Street in Tulsa, Oklahoma, United States. With a strong reputation for providing high-quality insurance products and services, Primerica is dedicated to helping individuals and families protect their financial future. Whether you are looking for life insurance, investments, or other financial solutions, Primerica's team of knowledgeable agents is committed to helping you find the right coverage to meet your needs. Visit Primerica today to learn more about their comprehensive insurance options and start securing your financial well-being.

Northwestern Mutual is a renowned finance and insurance agency located at 9 East 4th Street in Tulsa, Oklahoma, United States. They are dedicated to helping individuals and businesses achieve financial security through their comprehensive range of insurance and investment products. With a strong reputation for reliability and customer service, Northwestern Mutual is a trusted partner in planning for the future and protecting what matters most.

New York Life is a reputable insurance agency located at 2431 East 61st Street in Tulsa, Oklahoma. With a long-standing history of providing reliable insurance solutions to individuals and families, New York Life is committed to helping clients protect their financial futures. Whether you are looking for life insurance, retirement planning, or investment strategies, their team of experienced professionals is dedicated to guiding you every step of the way. Trust New York Life to provide you with the peace of mind and security you deserve.

Bankers Life, located at 7633 East 63rd Place in Tulsa, Oklahoma, is a leading finance, health, and insurance agency. Our agents offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, Washington National Insurance Company, and partner carriers like Aetna, Cigna, Humana, UnitedHealthcare®, and Wellcare. We specialize in helping individuals compare Medicare Advantage plans to find the best coverage for their needs. With the rising costs of healthcare and increasing life expectancy, planning for long-term care is essential. Our team is here to guide you through these important discussions and help you prepare for the future. If you're interested in a rewarding career in finance and insurance, Bankers Life is currently recruiting for agent, manager, and investment professional positions. Our comprehensive training programs and supportive team environment will help you achieve success and reach your career goals. Join us at Bankers Life and start building a financially secure retirement for yourself and your community.

Randall Young - State Farm Insurance Agent is a health insurance agency located at 6130 South Memorial Drive in Tulsa, Oklahoma, United States. Centrally located next to Ziggi's Coffee and across from Hooters, we are dedicated to helping you protect and grow your assets with insurance and financial service products. Our services include auto insurance, homeowners insurance, renters insurance, business insurance, and life insurance options tailored to fit your family and business needs. Randall Young has been a State Farm associate since 1991 and is highly educated and involved in the community. Our team is diverse in age, experiences, and interests, with over 25 years of industry experience ready to help you navigate the world of insurance. Whether you're in Tulsa, Broken Arrow, Jenks, Bixby, Sand Springs, or Owasso, we offer free insurance quotes with discounts.

Farmers Insurance - Troy Blankenship is an insurance agency located at 4747 South Union Avenue in Tulsa, Oklahoma, United States. As a local Farmers® agent in West Tulsa, Troy Blankenship helps customers identify the insurance coverage that best fits their needs and budget. With knowledge and experience growing up in West Tulsa, Troy can help customers understand their coverage options including auto, home, renters, business, life, and more. Customers can call 918-820-3434 for a free quote. Services offered include comprehensive Car insurance coverage, Home insurance to protect valuable possessions, Life insurance for financial support, Renters insurance for personal belongings, Business insurance for risk reduction, Condo insurance for investments, and Recreational insurance for outdoor adventures. Troy can also help with financial planning and Personal Umbrella insurance for added asset protection. Farmers Insurance Exchange, Fire Insurance Exchange, and other affiliated insurers provide coverage underwritten for various policies. Troy Blankenship is a registered investment professional with experience and expertise in helping customers reach their financial goals. For more information, customers can visit the website or call for an appointment.

Northwestern Mutual is a reputable finance and insurance agency located at 201 South Denver Avenue in Tulsa, Oklahoma, United States. With a strong presence in the industry, Northwestern Mutual offers a wide range of financial services and insurance products to help individuals and businesses secure their financial future. Their team of experienced professionals is dedicated to providing personalized solutions and top-notch customer service to meet the unique needs of each client. Whether you are looking for investment advice, retirement planning, or insurance coverage, Northwestern Mutual is committed to helping you achieve your financial goals.

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.