The 30 Best Individual insurance in Oklahoma
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LTC Financial Partners
LTC Financial Partners is a leading finance, health, and insurance agency located at 9512 Ridgeview Circle in Oklahoma City, Oklahoma, United States. Specializing in long-term care planning, their team of experts are dedicated to helping individuals and families navigate the complexities of insurance and financial planning for healthcare needs in the future. With a commitment to providing personalized and comprehensive services, LTC Financial Partners is a trusted partner in securing peace of mind for their clients.
Ethan Hulme - Thrivent
Ethan Hulme - Thrivent is a finance institution located at 1616 East 19th Street in Edmond, Oklahoma, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. We offer a range of services including retirement planning, wealth management, insurance, and more. With our commitment to integrity and excellence, we strive to provide our clients with the best possible financial solutions to secure their future. Visit us today to learn how we can help you achieve financial success.
Merrill Lynch Financial Advisor Scott Mullins
Merrill Lynch Financial Advisor Scott Mullins, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, United States, offers a comprehensive approach to managing wealth. Scott Mullins focuses on understanding each client's needs and goals to develop personalized strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients address various aspects of their financial lives. Scott Mullins is dedicated to delivering excellent service and helping clients pursue their goals, with a focus on business owners, healthcare professionals, trusts, and 401(k) rollovers. In addition to his financial expertise, Scott Mullins is actively involved in the community, volunteering with organizations such as The Epilepsy Foundation of Oklahoma, the Oklahoma Rehabilitation Council, Junior Achievement, AMBUCS, and the Sooner Rotary Club. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.
David Thielke Thrivent Financial
David Thielke Thrivent Financial is a leading finance institution located at 1000 West Wilshire Boulevard in Oklahoma City, Oklahoma, United States. With a commitment to helping individuals achieve financial security and peace of mind, our team of experienced professionals offers a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Whether you are looking to grow your wealth, protect your assets, or plan for the future, David Thielke Thrivent Financial is dedicated to providing personalized and comprehensive financial advice to help you reach your goals. Contact us today to schedule a consultation and start building a secure financial future.
Northwestern Mutual - David Houston
Northwestern Mutual - David Houston is a reputable finance and insurance agency located at 6301 Waterford Boulevard in Oklahoma City, Oklahoma. With a strong focus on providing top-notch financial planning and insurance services, they are committed to helping individuals and families achieve their financial goals and protect what matters most to them. With a team of experienced professionals, Northwestern Mutual - David Houston is dedicated to providing personalized solutions tailored to each client's unique needs and circumstances. Whether you are looking for retirement planning, investment strategies, or insurance coverage, you can trust Northwestern Mutual - David Houston to provide expert guidance and support every step of the way.
NAIFA - Oklahoma, Inc.
NAIFA - Oklahoma, Inc. is a finance and insurance agency located at 4334 Northwest Expressway in Oklahoma City, Oklahoma, United States. As a branch of the National Association of Insurance and Financial Advisors, NAIFA - Oklahoma, Inc. is dedicated to providing professional guidance and support to individuals and businesses in navigating the complexities of the insurance and financial industries. With a team of experienced advisors and a commitment to excellence, NAIFA - Oklahoma, Inc. is a trusted resource for all insurance and financial needs.
Stephen J Janzen - Financial Advisor, Ameriprise Financial Services, LLC
Stephen J Janzen - Financial Advisor, Ameriprise Financial Services, LLC, located at 6420 North Santa Fe Avenue, Oklahoma City, Oklahoma, United States, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Stephen J Janzen is equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. Additionally, the institution offers specialized services such as Certified Divorce Financial Analyst, Certified Estate Planners™, and Certified Military Financial Advisor® to cater to specific client needs. With a commitment to ethical practices and continuous education, Stephen J Janzen ensures that clients receive the highest level of financial advice and support.
Fowler & Associates
Fowler & Associates is a reputable finance institution located at 3324 French Park Drive in Edmond, Oklahoma, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. From financial planning and investment management to retirement planning and insurance services, Fowler & Associates is dedicated to helping their clients achieve their financial goals. Their commitment to excellence and personalized approach sets them apart in the industry, making them a trusted partner for all financial needs.
Olive Branch Wealth Management, LLC
Olive Branch Wealth Management, LLC is a finance institution located at 14000 Quail Springs Parkway in Oklahoma City, Oklahoma, United States. Our team of experienced financial advisors is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are planning for retirement, saving for your children's education, or looking to grow your investments, we are here to provide expert guidance and support every step of the way. At Olive Branch Wealth Management, LLC, we are committed to helping our clients navigate the complexities of the financial world with confidence and peace of mind.
First Command Financial Advisor - Mitch Butler
First Command Financial Advisor - Mitch Butler is a finance institution located at 5604 Southeast 67th Street in Oklahoma City, Oklahoma. As a trusted financial advisor, Mitch Butler provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on comprehensive financial planning, investment management, retirement planning, and insurance solutions, Mitch Butler is dedicated to providing top-notch financial advice and guidance to individuals and families in the Oklahoma City area. Whether you are planning for retirement, saving for your child's education, or looking to build wealth, First Command Financial Advisor - Mitch Butler is here to help you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives.
Liberty National Financial
Liberty National Financial is a leading financial institution located at 800 West Rock Creek Road in Norman, Oklahoma, United States. Specializing in finance, Liberty National Financial offers a wide range of services including investment planning, insurance options, retirement planning, and more. With a team of experienced professionals, Liberty National Financial is dedicated to helping individuals and businesses achieve their financial goals and secure their financial futures. Visit us today to learn more about how we can help you make the most of your money.
Slate River Financial
Slate River Financial is a finance institution located in Oklahoma City, Oklahoma, United States. Our main goal is to help people keep their money safe for retirement, protecting their assets from loss and ensuring a secure financial future. We offer educational events, one-on-one meetings, and insurance products from top-rated companies to help you make informed decisions about your retirement strategy. Our focus is on simplicity, transparency, and putting our clients first. We believe in keeping your money safe while also earning a reasonable rate of return, tailored to your individual risk tolerance and financial goals. Contact us today to start planning for a secure and successful retirement.
Edward Jones - Financial Advisor: Troy S Thomas
Edward Jones - Financial Advisor: Troy S Thomas is a reputable financial institution located at 2108 South Division Street in Guthrie, Oklahoma, United States. As a trusted financial advisor, Troy S Thomas provides personalized financial planning services to help individuals achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Troy S Thomas and Edward Jones are here to help you every step of the way.
Retirement Benefit Advisors
Retirement Benefit Advisors is a leading financial institution located at 212 North Main Street in Sand Springs, Oklahoma. Our team of expert advisors specialize in helping individuals plan for a secure and comfortable retirement. With years of experience and a commitment to personalized service, we offer a range of services including retirement planning, investment management, and insurance solutions. Contact us today to start planning for your future with confidence and peace of mind.
D S Drelich & Associates
D S Drelich & Associates is a reputable finance institution located at 104 West 9th Avenue in Bristow, Oklahoma, United States. With a team of experienced professionals, they offer a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you need assistance with investments, retirement planning, or insurance, D S Drelich & Associates is dedicated to providing personalized solutions tailored to your specific needs. Visit their office today to learn more about how they can help you secure a stable financial future.
Michael Mcconnell, Financial Advisor - Financial Diagnostics Group
Michael McConnell, Financial Advisor - Financial Diagnostics Group is a finance institution located at 2431 East 61st Street in Tulsa, Oklahoma, United States. This institution is dedicated to helping professional advisors achieve a lifetime of financial wellness. The team at FDG understands that planning for your financial future can be overwhelming, which is why they are committed to walking alongside you through your financial journey. Michael W. McConnell and Vickie Ford are licensed to sell insurance through New York Life and offer securities products & services through NYLIFE Securities LLC. Additionally, Michael McConnell is registered as an investment adviser representative with Eagle Strategies LLC. The institution serves individuals in various states including Oklahoma, Alabama, Arkansas, California, and more. Please consult with a tax, legal, or accounting professional for personalized advice.
Steve Wilson Lamphear - Associate Financial Advisor, Ameriprise Financial Services, LLC
Steve Wilson Lamphear is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Steve holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Steve is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals. Additionally, Steve specializes in working with domestic partners, seniors, small business owners, and individuals planning for retirement. With a strong commitment to ethical practices and ongoing education, Steve is well-equipped to assist clients with a wide range of financial needs.
Mike Purzner - Financial Advisor, Ameriprise Financial Services, LLC
Mike Purzner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Mike 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®. With a strong focus on ethical practices and comprehensive financial planning, Mike is dedicated to providing expert advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with asset management, estate planning, retirement planning, investment strategies, insurance products, or any other financial need, Mike Purzner is well-equipped to help you navigate the complexities of the financial world.
David Provenzano - Private Wealth Advisor, Ameriprise Financial Services, LLC
David Provenzano - Private Wealth Advisor, Ameriprise Financial Services, LLC is a prestigious financial institution located at 7712 South Yale Avenue in Tulsa, Oklahoma, United States. Specializing in wealth management, David Provenzano holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in areas such as asset management, estate planning, investment strategies, retirement planning, and insurance products. Additionally, David Provenzano is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With a focus on ethical practices and continuing education, clients can trust in the knowledge and professionalism of David Provenzano as their trusted advisor in achieving their financial goals.
Isaiah C Edison, Founding Partner And Wealth Advisor - Edison Wealth Strategies
Isaiah C Edison, Founding Partner And Wealth Advisor at Edison Wealth Strategies, located at 8905 South Yale Avenue in Tulsa, Oklahoma, United States, is dedicated to serving professional advisors and helping hardworking individuals build a strong financial future. At Edison Wealth, their core mission is to simplify financial planning by creating a Big Picture Plan tailored to each client's needs. They offer an understandable, uncomplicated, and comprehensive approach, utilizing technology and resources to guide clients through even the most complex financial situations. Recognized as one of Forbes' Best-in-State Top Financial Security Professionals in 2022 and 2023, Edison Wealth Strategies is committed to providing excellent service to clients for many years to come. Their team, including Isaiah Edison and Jack Stagg, are licensed to sell insurance through New York Life Insurance Company and offer securities products & services through NYLIFE Securities LLC. They also provide advisory services through Eagle Strategies LLC. With a focus on client satisfaction and financial security, Edison Wealth Strategies is a trusted partner for individuals looking to secure their financial future.
Robert Linn - Financial Advisor, Ameriprise Financial Services, LLC
Robert Linn - Financial Advisor, Ameriprise Financial Services, LLC is a prestigious institution located at 4765 East 91st Street, Tulsa, Oklahoma, United States. Specializing in finance, Robert Linn offers a range of services tailored to meet the individual needs of clients. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Robert Linn is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. The institution also offers specialized training in areas such as behavioral finance, philanthropy, divorce financial analysis, and exit planning. With a team of highly qualified professionals, Robert Linn - Financial Advisor, Ameriprise Financial Services, LLC is dedicated to helping clients make informed financial decisions and achieve their financial goals.
Prime Wealth Management - Ameriprise Financial Services, LLC
Prime Wealth Management - Ameriprise Financial Services, LLC, located at 2431 East 61st Street in Tulsa, Oklahoma, is a finance institution led by David Karimian, who was recognized on the Forbes Top Next-Generation Wealth Advisors list in 2022. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. The institution also provides insurance solutions to protect against unexpected events. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help others achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients. Contact them today to schedule a complimentary consultation and start planning for a secure financial future.
John Keown - Private Wealth Advisor, Ameriprise Financial Services, LLC
John Keown - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive, Tulsa, Oklahoma, United States. John Keown holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management, estate planning, investment fiduciary practices, portfolio management, and behavioral financial advising. With a focus on providing tailored financial solutions for individuals, retirees, small business owners, and high net worth clients, John Keown is committed to upholding ethical standards and staying updated on industry trends. Whether you are looking for retirement planning, estate planning, investment strategies, or insurance products, John Keown is a trusted advisor with a diverse skill set to meet your financial needs.
Lorianne Williams - Financial Advisor, Ameriprise Financial Services, LLC
Lorianne Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Lorianne holds various certifications such as 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®. Lorianne is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for investment strategies, estate planning, risk management, retirement planning, or insurance products, Lorianne Williams has the knowledge and expertise to help you achieve your financial goals. Contact Lorianne today for comprehensive and personalized financial planning services.
Chris Mc Keown - Private Wealth Advisor, Ameriprise Financial Services, LLC
Chris McKeown - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 4200 East Skelly Drive in Tulsa, Oklahoma, is a finance institution offering a wide range of services to meet the needs of individuals seeking asset management, investment opportunities, estate planning, and insurance products. Chris McKeown holds various certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in wealth management and financial planning. With a focus on ethical practices and comprehensive knowledge of fiduciary practices, Chris McKeown is dedicated to providing personalized financial solutions for retirees, small business owners, high net worth clients, and individuals with specific needs such as domestic partnership planning or philanthropic goals. As a Certified Financial Planner™ and Chartered Financial Analyst®, Chris McKeown is committed to upholding the highest standards of excellence in the financial industry. Whether you are looking for retirement planning, investment strategies, estate planning, or specialized financial advice, Chris McKeown can help you navigate the complex world of finance with confidence and expertise.
Federal Benefits Specialists
Federal Benefits Specialists is a leading finance and insurance agency located in Bixby, Oklahoma. Our team of experts is dedicated to helping individuals navigate the complex world of federal benefits. Whether you need assistance with retirement planning, social security, or insurance coverage, we are here to provide personalized guidance and support. Visit us at 16535 South 97th East Place to learn more about how we can help you secure your financial future.
Jerald Cooperman - Financial Advisor, Ameriprise Financial Services, LLC
Jerald Cooperman is a Financial Advisor at Ameriprise Financial Services, LLC located at 4765 East 91st Street, Tulsa, Oklahoma, United States. Jerald Cooperman holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Jerald Cooperman's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Jerald Cooperman is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jerald Cooperman strives to help clients make informed financial decisions and achieve their long-term financial goals.
Northstar Wealth Management - Carter Cowan, Advisor
Northstar Wealth Management - Carter Cowan, Advisor is a premier finance and insurance agency located in Tulsa, Oklahoma. With a focus on providing personalized financial solutions for individuals and businesses, Carter Cowan and his team strive to help clients achieve their financial goals and secure their future. Located at 6660 South Sheridan Road, Northstar Wealth Management offers expert financial planning, investment management, and insurance services tailored to each client's unique needs. Trust Northstar Wealth Management - Carter Cowan, Advisor to guide you towards a secure and prosperous financial future.
Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services, LLC
Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5224 East 69th Place, Tulsa, Oklahoma, United States. Kimberly Quintanar holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products, Kimberly Quintanar offers comprehensive financial services for individuals and small business owners. The institution is committed to ethical standards and providing expert advice on a wide range of financial topics to help clients achieve their financial goals.
Matt Howeth - Associate Financial Advisor, Ameriprise Financial Services, LLC
Matt Howeth is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, United States. He holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Matt Howeth is dedicated to providing comprehensive financial planning services to individuals, retirees, small business owners, and high net worth clients. With expertise in asset management, investment strategies, estate planning, insurance products, retirement planning, and more, Matt Howeth is committed to helping clients achieve their financial goals and secure their financial future.
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