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TOP 30 Independent financial advisors in Oklahoma
52 results found
A convenient service for searching for businesses, places and services
Sandman Financial
Sandman Financial, located at 311 South Grand Street in Grove, Oklahoma, is a finance institution specializing in Safe Money Strategies and Medicare planning. Our goal is to help you build strategies that maximize your retirement goals by focusing on protecting the money you can't afford to lose. As retirement approaches, the risk of losing your nest egg or running out of money becomes a real concern, and we are here to help you navigate through these challenges. Our licensed independent agents are knowledgeable about the complexities of Medicare and can assist you in finding the right strategy for your individual needs. Trust Sandman Financial to secure your financial future and provide peace of mind for your retirement years.
Northwestern MUTUAL Financial
Northwestern Mutual Financial, located at 704 South Main Street in Grove, Oklahoma, United States, is a top financial institution that offers a wide range of services to help you protect your family and achieve your financial goals. Our experienced financial advisors will work with you to create a personalized plan that balances your current and future priorities, providing you with the flexibility and protection you need. As one of the top U.S. Independent Investment Broker-Dealers, Northwestern Mutual has earned the highest financial strength ratings from all major rating agencies, ensuring that you have access to the best financial options available. Whether you are looking for investments for growth, insurance for protection, or annuities for retirement income, our advisors will tailor a plan to help you reach your goals.
Integrated Financial
Integrated Financial is a finance institution located at 15 West 6th Street in Tulsa, Oklahoma, United States. Led by Managing Principal Michael, who has over four decades of experience working with professionals in legal, tax, financial, and accounting fields, Integrated Financial provides unparalleled service and resources to address estate, financial, and business planning challenges. The institution collaborates with New York Life to offer a wide range of financial services to individuals, entrepreneurs, companies, and foundations. The team at Integrated Financial is dedicated to helping clients gain clarity and insight into their vision and goals, whether for themselves, their families, businesses, or communities. The institution is not owned or operated by Eagle Strategies LLC or its affiliates. In addition to financial planning services, Integrated Financial is actively involved in the community, with Michael and his team members serving on various boards and committees for organizations such as The University of Tulsa, Junior Achievement, and The American Cancer Society. The team includes professionals like Kirk, a financial advisor with extensive experience in estate planning, investment advisory, and wealth management services. Kirk is a Member Agent of The Nautilus Group® and holds designations like CLU® and ChFC® from the American College.
Anchor Financial Services of Pocola LLC
Anchor Financial Services of Pocola LLC is a finance institution located at 105 North Pocola Boulevard in Pocola, Oklahoma, United States. We provide a wide range of financial services to meet the needs of our clients, including investment management, retirement planning, and wealth management. Our experienced team of financial advisors is dedicated to helping individuals and businesses achieve their financial goals through personalized strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or navigate complex financial decisions, Anchor Financial Services of Pocola LLC is here to help you every step of the way.
Paul Financial Solutions
Paul Financial Solutions is a trusted insurance agency located at 333 West Main Street in Ardmore, Oklahoma. With a commitment to providing personalized and comprehensive financial solutions, our team of experienced professionals is dedicated to helping clients protect their assets and plan for the future. Whether you are looking for auto, home, life, or business insurance, we have the knowledge and expertise to tailor a policy to meet your specific needs. Contact us today to learn more about how we can help you achieve financial security and peace of mind.
Buddy Bronn: Primerica - Financial Services
Buddy Bronn: Primerica - Financial Services is a trusted finance and insurance agency located at 13312 North Macarthur Boulevard in Oklahoma City, Oklahoma, United States. With a focus on providing personalized financial solutions, Buddy Bronn and his team are dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance coverage, Primerica offers a wide range of services to meet your needs. Contact Buddy Bronn: Primerica - Financial Services today to schedule a consultation and take the first step towards securing your financial future.
Vickie L Ford, Financial Services Professional - Financial Diagnostics Group
Vickie L. Ford, Financial Services Professional - Financial Diagnostics Group, located at 2431 East 61st Street in Tulsa, Oklahoma, is an insurance agency dedicated to serving professional advisors and helping individuals achieve a lifetime of financial wellness. With a team of dedicated professionals, FDG understands the challenges of planning for the future and aims to support clients through every stage of life. Agents Michael W. McConnell and Vickie Ford are licensed to sell insurance through New York Life and other independent unaffiliated insurance companies in multiple states. They also offer securities products and services through NYLIFE Securities LLC. Additionally, Michael W. McConnell is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in several states. Please note that neither Financial Diagnostics Group nor New York Life provide tax, legal, or accounting advice. It is recommended to consult with a professional in these areas for personalized guidance.
Choice Financial Services
Choice Financial Services, located at 13100 North Macarthur Boulevard in Oklahoma City, Oklahoma, is a finance and insurance agency dedicated to providing clients with choices and options for their money based on their individual goals. The firm believes that education is key to making informed financial decisions, and they prioritize empowering clients with the knowledge and resources needed to achieve financial success. The team at Choice Financial Services works with a diverse range of clients, including pre-retirees, retirees, young families, federal employees, medical professionals, retired military, business owners, high-net worth families, and executives throughout the United States. Rather than offering a one-size-fits-all financial plan, the firm creates highly customized strategies tailored to each client's unique circumstances and goals.
TRW Financial LLC
TRW Financial LLC is a finance institution located at 16131 County Street 2740 in Minco, Oklahoma, United States. We specialize in providing a wide range of financial services to individuals and businesses, including investment management, financial planning, and wealth management. 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 investments, plan for retirement, or protect your assets, TRW Financial LLC is here to help. Contact us today to schedule a consultation and take the first step towards financial success.
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.
Raymond James Financial Services, Inc. / Bob M. Neeley
Raymond James Financial Services, Inc. is a reputable finance institution located at 3030 Northwest Expressway in Oklahoma City, Oklahoma, United States. Led by experienced financial advisor Bob M. Neeley, this institution offers a wide range of financial services to help clients achieve their investment goals. With a focus on personalized financial planning and investment management, Raymond James Financial Services, Inc. is committed to providing top-quality service and guidance to its clients.
Bulmer Financial Group
Bulmer Financial Group, located at 918 Southwest 107th Street in Oklahoma City, Oklahoma, is a client-centered finance institution dedicated to providing personalized financial solutions. With a focus on setting aside money for the future and planning for retirement, our team emphasizes the importance of proactive financial planning to protect yourself, your family, and your assets in the face of unexpected events. At Bulmer Financial Group, we prioritize integrity and accessibility, treating our clients like family. As an independent company, we offer a personal touch while also having the capabilities to manage a wide range of financial projects, from individual investments to large company retirement portfolios.
Penney Wise Wealth Advisors, Inc
Penney Wise Wealth Advisors, Inc. is a finance and insurance agency located at 10900 Hefner Pointe Drive in Oklahoma City, Oklahoma, United States. As an independent investment management firm, we offer comprehensive financial planning and investment management services to retirees, executives, successful professionals, and business owners. Our goal is to strategically manage your wealth in line with your financial goals, providing unbiased financial strategies and services. Whether you are preparing for retirement or already in retirement, we can help you prioritize savings, set financial goals, create an income plan, and manage your retirement portfolio. Contact us at 405.418.7629 or email us at [email protected] to learn more about how we can help you achieve your financial goals. Please note that Susan Penney is registered with and offers securities through Kovack Securities, Inc., and advisory services through Kovack Advisors, Inc. Penney Wise Wealth Advisors, Inc. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Please visit FINRA's Broker Check for more information about our investment firm.
Journey Financial Strategies
Journey Financial Strategies, located at 10416 Greenbriar Parkway in Oklahoma City, Oklahoma, is a finance institution dedicated to helping individuals create a legacy of love and financial security. Specializing in life insurance, they prioritize making sure their clients are prepared for the worst-case scenarios. The institution works closely with professional advisors from New York Life Insurance Company to provide top-notch service and expertise. Srikant Jonnada, a licensed agent with New York Life, offers insurance products through various independent companies in multiple states including OK, TX, MO, FL, and CO. Additionally, he is a Registered Representative with NYLIFE Securities LLC, offering securities products and services to residents in OK, TX, CA, MO, FL, and CO.
Staton Financial Group Inc.
Staton Financial Group Inc. is a finance institution located at 709 Southwest 119th Street in Oklahoma City, Oklahoma, United States. We specialize in helping clients develop a strategy for their retirement income. By scheduling a meeting with us, you can share your goals and dreams so we can fully understand your vision for retirement. Our process will then help translate your retirement dreams into clear action steps, and we will monitor regularly to ensure your plan stays on track for as long as you live. We offer a free chapter of our new book, "Saving for Saturday", which provides valuable information on managing market volatility and the importance of investing in the stock market. As an independent institution, we can help you develop a custom financial strategy tailored to your specific needs, no matter how close you are to retirement.
Providence Financial Group
Providence Financial Group, located in Oklahoma City, Oklahoma, is a full-service brokerage and managed investing institution dedicated to helping clients pursue their financial goals. With over 125 years of combined experience, our team offers a holistic approach to financial planning, providing access to a wide range of investment options and services including managed account solutions, cash management, and market research data. Our professionals are committed to understanding your individual needs and values in order to create personalized plans that align with your objectives. As a member of LPL Financial, we are held to the highest standards of professionalism and integrity. Let us help you navigate through all stages of your financial journey and work towards achieving financial independence and wellness.
Arogos - Advocates for Financial Freedom - Planners/Advisors
Arogos - Advocates for Financial Freedom - Planners/Advisors is a reputable finance and insurance agency located at 9901 North May Avenue in Oklahoma City, Oklahoma, United States. Our experienced team of financial planners and advisors are dedicated to helping individuals and families achieve financial independence and security. Whether you need assistance with retirement planning, investment strategies, or insurance coverage, we are here to provide expert guidance and personalized solutions tailored to your specific needs. Trust Arogos to be your partner in building a solid financial foundation for a secure future.
Castlepoint Wealth Advisors
Castlepoint Wealth Advisors is a finance institution located at 7308 North Classen Boulevard in Oklahoma City, Oklahoma, United States. We specialize in simplifying investment complexities with tailored financial strategies that protect and grow wealth for enterprising individuals. Our ideal clients are enterprising, ambitious, purposeful individuals who are looking to reach their financial goals through personally-crafted investment strategies. As an independent wealth management firm, our financial advisors specialize in guiding clients with more than $2 million in liquid assets, whether inherited or built over time. At Castlepoint, we believe in providing custom-tailored financial strategies for each client, based on their unique needs and long-term goals. We prioritize building enduring relationships based on trust, transparency, and results, and are dedicated to advising and working with our clients in every area of their financial life. Additionally, we are committed to contributing to our community and supporting non-profit organizations that we are passionate about. Contact our Tulsa office at 2021 S Lewis Ave, Suite 440, Tulsa, OK 74104 or call 405-705-2906 to learn more about our services.
Pinnacle Investment Advisors
Pinnacle Investment Advisors, located at 233 South Detroit Avenue in Tulsa, Oklahoma, is a finance institution dedicated to minimizing risk and maximizing returns for their clients. Their customized portfolios are tailored to each individual's financial goals, utilizing proprietary strategies such as the Blue Chip Portfolio, MLP Strategy, and Intermediate Tax-Exempt bond portfolio. The team at Pinnacle, led by Registered Investment Advisors David Poarch, Brett Kramer, Joel Kantor, Ms. Boyer, and Mr. Moore, boasts over 100 years of combined experience in the investment industry. As an independent and locally owned firm, Pinnacle Investment Advisors provides personalized solutions to help clients achieve their financial objectives.
Sullivan Financial Solutions, LLC
Sullivan Financial Solutions, LLC, located at 1508 South Carson Avenue in Tulsa, Oklahoma, is a finance institution dedicated to helping individuals plan for a secure retirement. By scheduling a meeting with their experienced team, you can share your goals and dreams for retirement, and they will create a Financial Trailmap to help you achieve them. With regular monitoring and a focus on long-term relationships built on trust, Sullivan Financial Solutions is committed to ensuring your financial health and confidence. Their independent status allows them to provide custom financial strategies tailored to your specific needs, whether you are nearing retirement or just starting to plan. They offer a wide array of products and services to help you reach your financial goals.
Tulsa Wealth Advisors - Raymond James
Tulsa Wealth Advisors - Raymond James is a finance institution located at 1375 East 71st Street in Tulsa, Oklahoma, United States. The Trinity Strategic Wealth™ team at this institution helps clients focus on specific obstacles and dangers that could impact their quality of life and financial vision. They develop and implement strategies tailored to each client's goals, considering both the big picture and small details. Clients at Tulsa Wealth Advisors have access to various asset management options, including Dynamic Asset Allocation and Strategic Asset Allocation strategies. These strategies utilize a diversified investment approach based on Modern- and Post-Modern Portfolio Theory to meet different risk tolerances, total return goals, and income needs.
Chestnut Street Advisors
Chestnut 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.
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.
First Command District Advisor - Tra Vick
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.
Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor
Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor is an independent investment management firm located at 10900 Hefner Pointe Drive, Oklahoma City, Oklahoma. We offer Wealth Consultation Services, comprehensive financial planning, and investment management to retirees, executives, successful professionals, and business owners. Our goal is to strategically manage your wealth in line with your financial goals, providing unbiased financial strategies and services. Whether you are preparing for retirement or already in retirement, we can help you prioritize savings, set financial goals, create an income plan, and manage your retirement portfolio. Susan Penney is registered with Kovack Securities, Inc. and offers securities and advisory services through them. Contact us at 405.418.7629 or [email protected] to learn more about how we can help you navigate your financial future.
Edward Jones - Financial Advisor: Brett A Thompson, CFP®
Edward Jones - Financial Advisor: Brett A Thompson, CFP® is a reputable financial institution located at 17300 North May Avenue in Edmond, Oklahoma, United States. Specializing in finance, their experienced advisor, Brett A Thompson, is a Certified Financial Planner (CFP®) who provides personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is a trusted name in the industry for individuals seeking expert financial advice and guidance.
Sri Jonnada, Financial Advisor - Journey Financial Strategies
Sri Jonnada, Financial Advisor at Journey Financial Strategies, located at 10416 Greenbriar Parkway in Oklahoma City, Oklahoma, is dedicated to helping clients leave a legacy of love and financial security. Specializing in life insurance, Srikant Jonnada is licensed to sell insurance through New York Life Insurance Company and other independent insurance companies in multiple states including OK, TX, MO, FL, and CO. As a Registered Representative of NYLIFE Securities LLC, Srikant offers securities products and services to individuals residing in OK, TX, CA, MO, FL, and CO. Journey Financial Strategies, not owned or operated by NYLIFE Securities LLC, strives to provide professional financial advice and services. Other agents at the institution, such as Samit Patel and Robert Cohran, are licensed to sell insurance through New York Life Insurance Company in various states. Clients can trust the expertise and integrity of the agents at Sri Jonnada, Financial Advisor - Journey Financial Strategies for their insurance and investment needs.
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.
The Financial Diva
The Financial Diva, located at 1725 East 15th Street in Edmond, Oklahoma, is a finance institution led by the dynamic Victoria Woods. With over twenty years of experience as a financial advisor to Millionaires, Victoria is a self-made entrepreneur, radio talk show host, and motivational speaker. She is known for her pizzazz and down-home diva-ism, making her unstoppable in the world of finance. Victoria is the founder of the 84-acre Financial District of Oklahoma and is well-qualified to share her expertise on how to create wealth, organize your financial life, and monitor your investments for success. She has written a book titled "It’s All About The $Money, Honey!" as a calling card for her successful management firm, ChappelWood Financial Services.
The Advisors Raymond James
The Advisors Raymond James is a finance institution located at 2417 South Bryant Avenue in Edmond, Oklahoma, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our knowledgeable advisors are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
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