TOP 30 Insurer in Tulsa, Oklahoma

1030 results found

Geneos Wealth Management Inc is a finance and insurance agency located at 7233 South 85th East Avenue in Tulsa, Oklahoma, United States. With a team of experienced professionals, Geneos Wealth Management Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Geneos Wealth Management Inc is dedicated to providing personalized and comprehensive financial guidance. Visit us today to learn more about how we can help secure your financial future.

Watkins & Associates Financial Services is a reputable finance institution located at 1419 South Utica Avenue in Tulsa, Oklahoma, United States. With a team of experienced financial experts, we provide a wide range of services including financial planning, investment management, retirement planning, and insurance solutions. Our mission is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can assist you in reaching your financial aspirations.

Merrill Lynch Financial Advisor Ralph C Evans, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a trusted institution offering a wide range of financial services to individuals, families, businesses, and institutions. With a focus on personalized service and tailored investment strategies, The Evans Group works closely with clients to understand their unique needs and goals. As a Bank of America Global Institutional Consultant, Ralph Evans and his team provide expert advice and guidance to help clients navigate the complexities of the financial landscape and achieve their long-term investment objectives. Specializing in retirement plans, captive insurance companies, and multigenerational wealth management, The Evans Group is dedicated to helping clients build and preserve their wealth for future generations. With over four decades of experience, they have the knowledge and expertise to provide comprehensive wealth management solutions that meet the evolving needs of their clients. Whether you are an individual looking to plan for your financial future or a business seeking to optimize your retirement plan, The Evans Group is committed to providing you with the highest level of service and support. Contact them today to learn more about how they can help you achieve your financial goals.

Primerica - Andrew Brooks is a finance institution located at 7666 East 61st Street in Tulsa, Oklahoma, United States. Led by the experienced financial advisor Andrew Brooks, this institution offers a wide range of financial services including investments, insurance, and retirement planning. With a focus on providing personalized financial solutions to individuals and families, Primerica - Andrew Brooks is dedicated to helping clients achieve their financial goals and secure their future. Contact them today to schedule a consultation and start on the path towards financial success.

HUB International is a finance institution located at 4521 East 91st Street, Tulsa, Oklahoma, United States. Bridgecreek Investment Management, a division of HUB Retirement and Private Wealth, has been providing investment advisory services since 2004 and joined HUB International in 2022. Clients at Bridgecreek benefit from having a dedicated manager to monitor and adjust their portfolios in response to market changes. The institution's mission is to construct and rebalance portfolios to generate risk-adjusted returns through a defined, flexible, and disciplined security selection process. Investment advisory services are offered through TCG Advisors, an SEC registered investment advisor, while insurance services are provided through HUB International. TCG Advisors is a subsidiary of HUB International.

Merrill Lynch Financial Advisor Kreg Callery, located at 6100 South Yale Avenue in Tulsa, Oklahoma, offers customized investment programs for businesses, captive insurance companies, and other institutions. With a focus on generational wealth management, the institution ensures that the needs and goals of clients are understood and addressed with personalized service. As a Bank of America Global Institutional Consultant, The Evans Group provides in-depth knowledge and customized assistance to institutional investors navigating the financial landscape. The team, led by Wealth Management Advisor Ralph Evans, offers a range of institutional investment solutions within a high touch client-consultant relationship. With over four decades of experience, The Evans Group specializes in advising captive insurance companies, providing prudently managed investment strategies tailored to meet specific goals and liabilities. The institution also assists corporate retirement plan sponsors in enhancing their retirement plans through thorough needs assessments, investment menu design, and employee communications strategies. Additionally, The Evans Group offers comprehensive wealth management services for individual clients and multigenerational families, serving as trusted financial advisors for life. Through regular meetings and ongoing discussions, the team ensures that clients' changing needs are addressed and their wealth is managed with rigor and discipline.

Jason Hoffman is a trusted COUNTRY Financial Agent located at 409 Fretz Avenue in Edmond, Oklahoma. Specializing in finance, health, and insurance services, Jason is dedicated to helping his clients achieve their financial goals and protect their assets. With personalized service and a commitment to excellence, Jason Hoffman is the go-to choice for all your insurance and financial needs in the Edmond area.

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 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 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 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 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 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, 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.

1522 Financial is a finance institution located at 2250 East 73rd Street in Tulsa, Oklahoma, United States. Our mission is to provide innovative solutions for long-term financial success by understanding your goals and investment allocation through customized solutions and tax planning. Founded in 2022, our firm offers creative and modern financial services to help you achieve your financial objectives. At 1522 Financial, we specialize in working with professionals such as accountants, doctors, business owners, and engineers. We strive to deliver a premium boutique experience with a lower client count and a higher rate of personal service. As a fiduciary, we do not sell products or earn commissions. Instead, we focus on connecting clients with experts in areas such as estate planning, insurance, accounting, and business succession.

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 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 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.

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 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.

Jon Grossi - COUNTRY Financial Representative is a reputable finance and insurance agency located at 8282 South Memorial Drive in Tulsa, Oklahoma. With a commitment to providing personalized and reliable financial services, Jon Grossi helps clients navigate the complexities of insurance and financial planning. Whether you are looking for assistance with retirement planning, investments, or insurance coverage, Jon Grossi is dedicated to helping you achieve your financial goals. With a focus on building long-term relationships with clients, this institution offers expert guidance and support to ensure financial security and peace of mind.

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.

Opes One is a leading finance and insurance agency located at 4200 East Skelly Drive in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing top-notch financial and insurance services to our clients. Whether you are looking for investment advice, retirement planning, or insurance coverage, Opes One has the expertise to help you achieve your financial goals. Contact us today to learn more about how we can assist you in securing your financial future.

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.

AXA Advisors is a financial institution located at 4200 East Skelly Drive in Tulsa, Oklahoma. As a leading provider of financial services, AXA Advisors offers a wide range of solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, AXA Advisors provides personalized advice and guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, protect your assets, or plan for the future, AXA Advisors is committed to helping you make informed decisions and secure your financial future.

Tim Veldstra - Thrivent is a finance institution located at 2448 East 81st Street in Tulsa, Oklahoma, United States. With over 20 years of experience in the financial services industry, Tim Veldstra focuses on helping clients achieve their financial goals and priorities. Licensed in multiple states, including AR, CA, FL, KS, MO, OK, PA, and TX, Tim Veldstra offers holistic and tailored financial advice to assist clients in navigating their financial journey. Whether you need assistance with a single financial issue or want to build a comprehensive financial plan, Tim Veldstra is dedicated to helping you strengthen your financial security. You can schedule a 30-minute consultation with Tim Veldstra today to discuss your financial needs. Please note that Thrivent and its financial professionals do not provide legal, accounting, or tax advice, and clients should consult with their attorney or tax professional. Thrivent offers a Financial Planning Framework and Dedicated Planning Services to help clients with their financial planning needs. Thrivent is the marketing name for Thrivent Financial for Lutherans, and insurance products are issued by Thrivent. Securities and investment advisory services are offered through Thrivent Investment Management Inc., a registered investment adviser and subsidiary of Thrivent. Only credentialed financial advisors are authorized to provide investment advisory services. Visit Thrivent.com for more information about their financial advisors and professional designations.

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.

Jason Copass - COUNTRY Financial Agent is a reputable insurance agency located at 8282 South Memorial Drive in Tulsa, Oklahoma. Specializing in finance, health, and insurance services, Jason Copass and his team are dedicated to providing personalized and comprehensive coverage options to meet the unique needs of each client. With a focus on customer satisfaction and building long-lasting relationships, they strive to offer expert advice and top-notch service to ensure peace of mind and financial security for individuals and families. Trust Jason Copass - COUNTRY Financial Agent for all your insurance and financial planning needs.

John L Rucker Co is a trusted institution located at 1933 South Boston Avenue in Tulsa, Oklahoma, United States. With a reputation for excellence and reliability, this company offers a range of services to meet the needs of their clients. Whether you are looking for expert financial advice, insurance solutions, or real estate services, John L Rucker Co has the expertise and experience to assist you. Their dedicated team is committed to providing top-notch customer service and helping you achieve your goals. Contact John L Rucker Co today to see how they can help you succeed.

KPMG is a renowned institution located at 100 West 5th Street, Tulsa, Oklahoma, United States, specializing in accounting and finance. They are committed to creating a caring, inclusive, Purpose-led, and Values-driven culture. KPMG works with a wide range of clients, from asset management firms to the world's largest banks, helping them navigate challenges and make bold decisions for future success. They also assist in transforming the energy sector, working with biotechnology and pharmaceutical companies, and supporting insurers in preparing for the future. KPMG's global network of professionals delivers meaningful results through a deep understanding of public sector issues. They provide objective assurance and help clients transform their functions to create lasting value and responsible growth. Entrepreneurs can benefit from KPMG's expertise in building successful businesses at every stage. By signing up, clients can access personalized content based on their interests and view viewpoints from KPMG leaders and experts worldwide. KPMG International Limited is a private English company limited by guarantee and does not provide services to clients directly. Member firms of the KPMG network are affiliated with KPMG International but do not have the authority to obligate or bind KPMG International or any other member firm.