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TOP 30 Financial legacy planning in Oklahoma City, OK
41 results found
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Thrivent Financial - Lutherans
Thrivent Financial - Lutherans is a finance institution located at 199 4th Street North, Boise City, Oklahoma, United States. We believe in providing everyone with a financial plan they can be confident about, starting with the right financial advisor. Our team can help match you with resources based on your top financial concerns and goals. We offer a free virtual coaching service called Money Canvas™ to help you build healthier money habits at your own pace. Whether you are just starting out, building a foundation, or nearing retirement, our financial advisors are here to help you navigate life's challenges and opportunities. We understand that sometimes you may find yourself financially off course, and we can help you develop a plan to stay focused on what matters most to you.
Legacy Insurance & Financial Services
Legacy Insurance & Financial Services is a reputable insurance agency located at 108 Main Street in Cashion, Oklahoma. With a focus on providing personalized and comprehensive insurance solutions, our team of experienced professionals is dedicated to helping individuals and businesses protect their assets and plan for the future. Whether you are looking for auto, home, life, or commercial insurance, we are committed to finding the right coverage to meet your specific needs. Trust Legacy Insurance & Financial Services to provide you with reliable and affordable insurance options that give you peace of mind.
The Legacy Wealth Strategies Group
The Legacy Wealth Strategies Group is a comprehensive finance, health, and insurance agency located at 2630 Northwest Expressway in Oklahoma City, Oklahoma, United States. Our experienced team of professionals is dedicated to helping individuals and families achieve their financial goals and protect their health and assets for future generations. With a focus on personalized strategies and exceptional customer service, we are committed to providing our clients with the tools and resources they need to build a secure and prosperous legacy. Contact us today to learn more about our services and how we can help you plan for a brighter future.
Legacy Insurance Advisors
Legacy Insurance Advisors is a leading finance, health, and insurance agency located at 4880 South Lewis Avenue in Tulsa, Oklahoma. Our team of experienced advisors is dedicated to providing comprehensive insurance solutions tailored to meet the individual needs of our clients. Whether you are looking for health insurance, life insurance, or retirement planning services, Legacy Insurance Advisors is here to help. With a focus on building lasting relationships and delivering exceptional customer service, we strive to be your trusted partner in securing your financial future. Contact us today to schedule a consultation and see how we can help protect what matters most to you.
Klein Legacy Group
Klein Legacy Group is a prestigious institution located at 5218 East 69th Place in Tulsa, Oklahoma, United States. We are dedicated to providing top-notch financial services and wealth management solutions to our clients. Our team of experienced professionals is committed to helping individuals and businesses achieve their financial goals and secure their legacy for future generations. With a focus on personalized service and tailored strategies, Klein Legacy Group is the trusted partner you need for all your financial needs. Visit us today and let us help you plan for a prosperous future.
Legacy Legal Center PLLC
Legacy Legal Center PLLC is a reputable institution located in Oklahoma City, Oklahoma. Specializing in accounting, finance, and legal services, our team of experienced professionals is dedicated to providing top-notch assistance to our clients. Whether you need help with tax preparation, estate planning, or legal representation, we are here to guide you every step of the way. Visit us at 3131 Northwest 63rd Street to learn more about how Legacy Legal Center PLLC can help you with all your financial and legal needs.
Oath - Tulsa Estate Planning & Investment Attorneys
Oath - Tulsa Estate Planning & Investment Attorneys is a reputable institution located at 1214 East 33rd Street in Tulsa, Oklahoma, United States. Specializing in finance and legal services, their team of experienced attorneys are dedicated to helping clients with estate planning and investment matters. With a commitment to professionalism and integrity, Oath provides expert guidance and support to ensure their clients' financial and legal needs are met with the utmost care and attention to detail. Trust Oath - Tulsa Estate Planning & Investment Attorneys to provide top-notch services for all your financial and legal needs.
Murphy Financial Advisors Inc
Murphy Financial Advisors Inc is a leading finance institution located at 301 Northeast 4th Street in Guymon, Oklahoma, United States. As a trusted financial advisor, we offer expert guidance and personalized solutions to help our clients achieve their financial goals. Our team of experienced professionals is dedicated to providing top-notch financial planning, investment management, and retirement planning services. Whether you are looking to grow your wealth, plan for your future, or secure your financial legacy, Murphy Financial Advisors Inc is here to help you every step of the way. Trust us to provide you with the knowledge and expertise you need to make informed financial decisions and secure a prosperous future.
Compass 360 Financial
Compass 360 Financial is a finance institution located at 105 South Main Street in Blanchard, Oklahoma, United States. We offer a wide range of financial services to help individuals and businesses navigate their financial goals. Our team of experienced professionals provides personalized financial planning, investment management, retirement planning, and insurance solutions to help our clients secure their financial future. With a focus on integrity and transparency, Compass 360 Financial is committed to providing expert guidance and support to help our clients achieve their financial objectives.
Legacy Financial Advisors
Legacy Financial Advisors is a trusted finance institution located at 10005 North May Avenue in Oklahoma City, Oklahoma, United States. Our team of experienced financial advisors is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with retirement planning, investment strategies, or wealth management, we are here to provide expert guidance and personalized solutions. At Legacy Financial Advisors, we pride ourselves on our commitment to integrity, transparency, and client satisfaction. Contact us today to learn how we can help secure your financial future.
Moore Tax and Financial Services
Moore Tax and Financial Services, located at 2900 West Lindsey Street in Norman, Oklahoma, is a trusted institution specializing in accounting and finance. With a focus on retirement planning, taxes, investments, and insurance, we are dedicated to helping individuals enter retirement or those who are already retired to protect their assets and secure their financial future. Our team is highly trained to minimize risk and provide income with potential tax-saving advantages, ensuring a more secure retirement. By understanding your individual needs and goals, we aim to provide peace of mind and allow you to enjoy your retirement years without worrying about your finances. Contact us at our Norman office at 405-217-2478 or cell 405-650-2890 to start planning your tax and retirement strategy for maximum returns and to protect and preserve your family's legacy and wealth.
Legacy & Succession
Legacy & Succession is a premier finance institution located in the heart of Oklahoma City, Oklahoma. Our team of experienced professionals specialize in helping clients plan for the future by creating strategies for managing wealth, preserving assets, and ensuring a smooth transition of assets to future generations. We offer personalized services tailored to each client's unique needs and goals, providing peace of mind and financial security for years to come. Visit us at 3030 Northwest Expressway to learn more about how Legacy & Succession can help you secure your legacy and ensure a successful succession plan.
Legacy Investment Services Inc
Legacy Investment Services Inc is a financial institution located in the heart of Oklahoma City, Oklahoma. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through personalized investment strategies. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we are here to provide expert guidance and support. Visit us at 1900 Northwest Expressway to learn more about how Legacy Investment Services Inc can help secure your financial future.
Veitch Legacy Advisors Team - Morgan Stanley
Veitch Legacy Advisors Team at Morgan Stanley is a leading financial institution located in Tulsa, Oklahoma. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Veitch Legacy Advisors Team is here to help you every step of the way. Visit us at 2200 South Utica Place to learn more about how we can assist you in reaching your financial objectives.
Legacy Wealth Management
Legacy Wealth Management is a leading financial institution located at 4880 South Lewis Avenue in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. We offer a wide range of services including investment management, retirement planning, estate planning, and more. With a focus on personalized service and tailored solutions, Legacy Wealth Management is committed to helping our clients build and preserve their wealth for generations to come.
The Legacy Financial Group, Inc.
The Legacy Financial Group, Inc. is a leading finance institution located at 2508 East 21st Street in Tulsa, Oklahoma, United States. With a strong reputation for providing expert financial services, they offer a wide range of solutions to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your wealth, the experienced team at The Legacy Financial Group, Inc. is dedicated to providing personalized and comprehensive financial solutions to meet your needs. Contact them today to learn more about how they can help you secure your financial future.
Seasons Financial Group
Seasons 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.
Edward Jones - Financial Advisor: Kyle Hawkins
Edward Jones - Financial Advisor: Kyle Hawkins is a trusted financial institution located at 1301 North Main Street in Guymon, Oklahoma, United States. As a dedicated finance professional, Kyle Hawkins provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Kyle Hawkins is committed to providing exceptional service and guidance every step of the way. Contact Edward Jones - Financial Advisor: Kyle Hawkins today to schedule a consultation and take control of your financial future.
Edward Jones - Financial Advisor: Jacob M Stewart
Edward Jones - Financial Advisor: Jacob M Stewart is a reputable finance institution located at 1300 West Gary Boulevard in Clinton, Oklahoma, United States. As a trusted financial advisor, Jacob M Stewart provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Jacob M Stewart is committed to helping clients secure their financial future.
Edward Jones - Financial Advisor: Katie Bartmann
Edward Jones - Financial Advisor: Katie Bartmann is a trusted institution located at 212 West Main Street in Weatherford, Oklahoma. As a finance institution, they offer expert financial advice and services to help individuals and families achieve their financial goals. With Katie Bartmann at the helm, clients can expect personalized guidance and a tailored approach to managing their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Edward Jones - Financial Advisor: Katie Bartmann is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Merrill Lynch Financial Advisor James Bertsch
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 Codie Tiffin
Merrill Lynch Financial Advisor Codie Tiffin, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, the team gets to know you and your family, helping you plan for your individual lifetimes and legacy. They provide insights, observations, and ideas to assist you in pursuing your financial goals, whether it's for your business, retirement, family, or philanthropic desires. The team works with your estate planning attorney and tax advisor to preserve, protect, and control your wealth. With a focus on trust and personalized service, Merrill Lynch Wealth Management Advisors like Codie Tiffin are committed to building strong client relationships and helping you pursue what matters most to you and your family. They offer personalized financial plans, rooted in understanding your unique priorities and goals, to help you navigate life's changes and achieve your financial objectives. By utilizing tools like the Investment Personality Assessment and staying updated on your life changes, the team ensures that your financial approach aligns with your beliefs and values. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch Financial Advisor Codie Tiffin is dedicated to working with you to develop a wealth management approach for the future.
Edward Jones - Financial Advisor: Kyle Hare
Edward Jones - Financial Advisor: Kyle Hare is a reputable finance institution located at 1213 North Green Avenue in Purcell, Oklahoma, United States. Kyle Hare is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Kyle Hare can help create a customized financial strategy tailored to your needs. With a commitment to customer service and a wealth of knowledge in the financial industry, Edward Jones - Financial Advisor: Kyle Hare is a trusted partner in achieving financial success.
Wealth and Legacy Planning
Wealth and Legacy Planning is a premier finance institution located at 201 Northwest 63rd Street in Oklahoma City, Oklahoma. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals and secure a lasting legacy for future generations. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, we offer customized solutions tailored to your unique needs. Trust Wealth and Legacy Planning to provide expert guidance and support as you navigate the complexities of financial planning and investment management.
Legacy Financial Solutions, LLC
Legacy Financial Solutions, LLC is a reputable finance institution located at 941 West I 35 Frontage Road in Edmond, Oklahoma. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, retirement planning, tax preparation, and more. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their financial future. Whether you are looking to grow your wealth, plan for retirement, or minimize your tax liabilities, Legacy Financial Solutions, LLC is here to help. Contact us today to schedule a consultation and learn how we can assist you with your financial needs.
Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joey 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.
Planned Giving
Planned Giving is a non-profit organization located at 2501 North Blackwelder Avenue in Oklahoma City, Oklahoma. Our mission is to help individuals and families create a lasting impact through charitable giving. We work with donors to develop personalized giving plans that align with their values and financial goals. By partnering with Planned Giving, donors can ensure their philanthropic legacy lives on for generations to come. Contact us today to learn more about how you can make a difference in your community.
Legacy Accounting CPA, PLLC Kyle Readnour, CPA
Legacy Accounting CPA, PLLC is a reputable accounting and finance institution located at 121 North Crawford Avenue in Norman, Oklahoma, United States. Led by experienced CPA Kyle Readnour, the institution offers a wide range of accounting services to individuals and businesses. With a commitment to providing high-quality financial solutions, Legacy Accounting CPA, PLLC is dedicated to helping clients achieve their financial goals and maximize their success. Whether you need tax preparation, bookkeeping, or financial planning services, you can trust Legacy Accounting CPA, PLLC to provide expert guidance and personalized support.
Legacy Advisors, LLP
Legacy Advisors, LLP is a leading financial advisory firm located at 1050 East 2nd Street in Edmond, Oklahoma. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we offer a wide range of services including investment management, retirement planning, estate planning, and more. At Legacy Advisors, LLP, we are committed to providing our clients with expert guidance and support every step of the way. Contact us today to learn how we can help you build and preserve your legacy.
New York Life
New York Life, located at 13165 South Memorial Drive, Bixby, Oklahoma, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. The institution provides financial support for various needs such as everyday tasks assistance, income replacement due to sickness or injury, college education expenses, and more. With professionally managed investments, low fees, and expert guidance, New York Life helps clients plan for their future financial needs and protect their legacy. The institution also offers insurance solutions for employees, executives, business owners, and small businesses. With a diverse and welcoming workplace, New York Life is committed to making a positive impact on both local and national levels through charitable giving and community engagement. Their mission is to help individuals, families, and communities thrive by providing tailored solutions and support. With a strong history dating back to 1845, New York Life has consistently earned the highest financial ratings and remains accountable to their policy owners. Through their dedication to responsible investing and community service, New York Life strives to make the world a better place for all.
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