Investment advice in Oklahoma
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Edward Jones - Financial Advisor: Lilly A Velotta, AAMS™
● ClosedEdward Jones - Financial Advisor: Lilly A Velotta, AAMS™ is a trusted financial institution located in Owasso, Oklahoma. As a qualified Accredited Asset Management Specialist, Lilly A Velotta offers personalized financial advice and expertise to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Lilly A Velotta can provide tailored solutions to meet your needs. Visit us at 307 East 2nd Avenue to start planning your financial future today.
307 E 2nd Ave Ste B, Owasso, OK 74055, United States -
Edward Jones - Financial Advisor: Tanya R Butler
● ClosedEdward Jones - Financial Advisor: Tanya R Butler is a renowned finance institution located at 2478 West New Orleans Street in Broken Arrow, Oklahoma, United States. Tanya R Butler is a highly experienced and trusted financial advisor who provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or save for your child's education, Tanya R Butler can provide expert guidance and support. With a focus on building long-term relationships and delivering exceptional customer service, Edward Jones - Financial Advisor: Tanya R Butler is a top choice for individuals seeking sound financial advice.
2478 W New Orleans St, Broken Arrow, OK 74011, United States -
Edward Jones - Financial Advisor: Nicholas D Pardon, AAMS™|CRPC™|CRPS™
● ClosedEdward Jones - Financial Advisor: Nicholas D Pardon, AAMS™|CRPC™|CRPS™ is a reputable financial institution located at 819 West Kenosha Street in Broken Arrow, Oklahoma, United States. Specializing in providing personalized financial advice and services, Nicholas D Pardon is a highly qualified advisor with multiple certifications including AAMS™, CRPC™, and CRPS™. With a focus on helping clients achieve their financial goals and secure their future, this institution offers a range of investment options and strategies tailored to individual needs. Trustworthy, knowledgeable, and dedicated, Edward Jones - Financial Advisor: Nicholas D Pardon is committed to helping clients navigate the complexities of the financial world and make informed decisions for their financial well-being.
819 W Kenosha St, Broken Arrow, OK 74012, United States -
Edward Jones - Financial Advisor: Todd Barker, AAMS™
● ClosedEdward Jones - Financial Advisor: Todd Barker, AAMS™, located at 1210 East Kenosha Street in Broken Arrow, Oklahoma, is a trusted financial institution providing personalized financial planning and investment services. With a focus on helping clients achieve their financial goals, Todd Barker, AAMS™, offers expert advice and guidance to individuals and businesses alike. Whether you are planning for retirement, saving for education, or building your wealth, Edward Jones is committed to helping you secure your financial future. Visit us today to learn more about our comprehensive financial services.
1210 E Kenosha St, Broken Arrow, OK 74012, United States -
Blake Johnson - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedBlake Johnson - Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, is a trusted finance institution. As a recipient of the Ameriprise Client Experience Award, RoseStone Wealth Advisors offers expert financial advice and guidance. With a focus on risk tolerance and investment strategies, our team aims to help clients achieve their financial goals. By providing personalized consultations and a deep understanding of each individual's needs, we strive to build long-lasting relationships based on trust and expertise. Securities offered by Ameriprise Financial Services, LLC are regulated by FINRA and SIPC, ensuring the highest standards of professionalism and integrity. Contact us today for a complimentary initial consultation to take the next step towards a more secure financial future.
5018 E 68th St Fl 1, Tulsa, OK 74136, United States -
Edward Jones - Financial Advisor: Michael Benditz, AAMS™
● ClosedEdward Jones - Financial Advisor: Michael Benditz, AAMS™ is a finance institution located at 2546 East Kenosha Street in Broken Arrow, Oklahoma, United States. Michael Benditz, an Accredited Asset Management Specialist, offers expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides comprehensive financial planning services to individuals, families, and businesses. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Michael Benditz and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
2546 E Kenosha St, Broken Arrow, OK 74014, United States -
Daniel Bickerstaff - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDaniel Bickerstaff is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street, Tulsa, Oklahoma, United States. Daniel holds multiple 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 Daniel's expertise in various aspects of finance including asset management, estate planning, retirement planning, investment management, and more. Daniel is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Daniel Bickerstaff for comprehensive financial planning services tailored to your specific needs.
5018 E 68th St Fl 1, Tulsa, OK 74136, United States -
Phoenix Financial Group, LLC
● ClosedPhoenix Financial Group, LLC is a reputable finance institution located at 202 South Main Street in Broken Arrow, Oklahoma. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Phoenix Financial Group, LLC is dedicated to providing personalized solutions to help you achieve your financial goals. Trustworthy and reliable, they strive to build long-lasting relationships with their clients based on integrity and expertise. Contact Phoenix Financial Group, LLC today to start securing your financial future.
202 S Main St Ste 202, Broken Arrow, OK 74012, United States -
The Olmedo Group - Morgan Stanley
● OpenThe Olmedo Group at Morgan Stanley is a leading financial institution located in Tulsa, Oklahoma. With a focus on providing top-quality financial services and investment advice, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, The Olmedo Group is here to provide personalized solutions tailored to your unique needs. Visit us at 2200 South Utica Place to learn more about how we can help you secure your financial future.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
James A Livingston - Morgan Stanley
● OpenJames A Livingston - Morgan Stanley is a renowned finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for providing top-notch financial services, they offer a wide range of investment solutions to help clients achieve their financial goals. The team at James A Livingston - Morgan Stanley is dedicated to providing expert advice and personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, this institution is committed to helping you navigate the complexities of the financial world with confidence and success.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Wayne Choisnet - Morgan Stanley
● OpenWayne Choisnet - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma. As a branch of the renowned Morgan Stanley, we provide a wide range of financial services including wealth management, investment banking, and asset management. Our experienced team of professionals is dedicated to helping clients achieve their financial goals through personalized strategies and expert advice. Visit us today to learn more about how we can help you secure your financial future.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Wells Fargo Advisors
● OpenWells Fargo Advisors is a leading financial institution located at 6060 South American Plaza Street East in Tulsa, Oklahoma, United States. As a trusted name in the finance industry, Wells Fargo Advisors offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Wells Fargo Advisors provides personalized investment advice and guidance to help clients make informed decisions about their finances. Whether you're looking to grow your wealth, plan for retirement, or save for the future, Wells Fargo Advisors is dedicated to helping you succeed.
6060 S American Plaza St E #400, Tulsa, OK 74135, United States -
Hunt & Associates - Ameriprise Financial Services, LLC
● ClosedHunt & Associates - Ameriprise Financial Services, LLC is a finance institution located at 5018 East 68th Street, Tulsa, Oklahoma, United States. They offer financial planning services and investment advice to clients. Their financial advisors are registered to do business in certain U.S. states and are committed to helping clients achieve their financial goals. The institution provides a range of services, including retirement planning, investment management, and estate planning. Clients can expect personalized recommendations based on their individual financial situation. Hunt & Associates - Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring that they adhere to strict regulatory standards. Visit their website for more information and to schedule a consultation.
5018 E 68th St Fl 1 Ste B, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Kyle M Ingram
● ClosedMerrill Lynch Financial Advisor Kyle M Ingram is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution is proud of its advisors who have received recognition from financial industry publications and Bank of America Corporation. The team is dedicated to providing exemplary client service, setting the standard for excellence. The advisors at Merrill Lynch Wealth Management focus on understanding your family, goals, and priorities, adapting to your changing needs over time. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and personalized service.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Benjamin W Culver
● ClosedMerrill Lynch Financial Advisor Benjamin W Culver is a reputable finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. With a focus on providing expert financial advice and services, Benjamin W Culver and his team offer personalized solutions to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Merrill Lynch Financial Advisor Benjamin W Culver is dedicated to providing top-notch financial guidance and support.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
AXA Advisors
● ClosedAXA 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.
4200 E Skelly Dr Suite 850, Tulsa, OK 74135, United States -
Merrill Lynch Financial Advisor Terry W Collier
● ClosedMerrill Lynch Financial Advisor Terry W Collier is a finance institution located at One Warren Place in Tulsa, Oklahoma, United States. With a focus on providing expert financial advice and services, Merrill Lynch offers personalized solutions to help clients achieve their financial goals. Terry W Collier, as a trusted financial advisor, is dedicated to helping individuals and businesses manage their investments, plan for retirement, and navigate the complexities of the financial market. With a commitment to excellence and a wealth of experience in the industry, Merrill Lynch Financial Advisor Terry W Collier is a reliable partner in helping clients secure their financial future.
6100 S Yale Ave, One Warren Place Suite 1500, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Matt R Cain
● ClosedMerrill Lynch Financial Advisor Matt R Cain is a reputable finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. As a trusted financial advisor, Matt R Cain provides personalized financial solutions to help clients achieve their financial goals. With years of experience and expertise in the field, clients can trust Merrill Lynch Financial Advisor Matt R Cain to provide sound financial advice and guidance. Whether you are looking to invest, plan for retirement, or manage your wealth, Matt R Cain is dedicated to helping clients make informed decisions to secure their financial future.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Mark P Ingram
● ClosedMerrill Lynch Financial Advisor Mark P Ingram is a leading financial institution located at 6100 South Yale Avenue in Tulsa, Oklahoma. As a trusted name in the finance industry, Mark P Ingram offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to excellence and a focus on personalized service, clients can trust Merrill Lynch Financial Advisor Mark P Ingram to provide tailored solutions to meet their unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Mark P Ingram and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
Edward Jones - Financial Advisor: Eric F Dye, AAMS™
● OpenEdward Jones - Financial Advisor: Eric F Dye, AAMS™ is a trusted financial institution located at 9382 E Highway 20 in Claremore, Oklahoma, United States. As a skilled financial advisor with the Accredited Asset Management Specialist (AAMS™) designation, Eric F Dye is dedicated to helping individuals and families achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Eric F Dye can provide personalized guidance and tailored solutions to help you reach your financial objectives. With a commitment to integrity, expertise, and exceptional client service, Edward Jones - Financial Advisor: Eric F Dye, AAMS™ is your partner in building a secure financial future.
9382 E Highway 20 Suite B, Claremore, OK 74019, United States -
Edward Jones - Financial Advisor: Jeylyn S Sharpe
● OpenEdward Jones - Financial Advisor: Jeylyn S Sharpe is a reputable finance institution located at 900 East Will Rogers Boulevard in Claremore, Oklahoma, United States. Specializing in providing personalized financial planning and investment services, Jeylyn S Sharpe is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jeylyn S Sharpe is committed to providing top-notch financial advice and guidance to individuals and families in the Claremore area.
900 E Will Rogers Blvd Ste G, Claremore, OK 74017, United States -
Edward Jones - Financial Advisor: Kendra G Thompson, CRPC™
● ClosedEdward Jones - Financial Advisor: Kendra G Thompson, CRPC™ is a reputable finance institution located at 2010 U.S. Route 66 in Claremore, Oklahoma, United States. Kendra G Thompson, a Certified Retirement Planning Counselor, provides personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and understanding each client's unique needs, Kendra G Thompson offers expert guidance in areas such as retirement planning, investment strategies, and wealth management. Trustworthy and dedicated, clients can rely on the expertise and professionalism of Kendra G Thompson and the Edward Jones team to navigate the complexities of the financial world with confidence.
2010 U.S. Rt. 66, Claremore, OK 74019, United States -
The Bryan Johnson Group - UBS Financial Services Inc.
● OpenThe Bryan Johnson Group - UBS Financial Services Inc. is a finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. With a focus on providing comprehensive financial services, the institution offers personalized investment strategies, wealth management, retirement planning, and more. The team at The Bryan Johnson Group is dedicated to helping clients achieve their financial goals through expert advice and tailored solutions. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, The Bryan Johnson Group is committed to guiding you every step of the way.
6120 S Yale Ave Suite 1800, Tulsa, OK 74136, United States -
Tanya Wilson
● ClosedTanya Wilson is a finance institution located at 13716 East 106th Street North in Owasso, Oklahoma, United States. With a reputation for excellence in financial services, Tanya Wilson offers a range of solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, Tanya Wilson is committed to providing personalized, expert guidance to help you achieve your financial goals. Visit us today to discover how we can help you secure your financial future.
13716 E 106th St N, Owasso, OK 74055, United States -
Havard Lyons - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedHarvard Lyons, a Private Wealth Advisor at Ameriprise Financial Services, LLC, is located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Harvard Lyons holds various certifications, including the AAMS™ certification, ADPA™ Accredited Domestic Partnership Advisor™, AEP® designation, Accredited Investment Fiduciary® (AIF®) designation, APMA™ Accredited Portfolio Management Advisor™, AWMA℠ certification, and more. These certifications demonstrate Harvard Lyons' expertise in asset management, investment strategies, estate planning, retirement planning, and financial planning for individuals and small business owners. Harvard Lyons is committed to providing clients with comprehensive and personalized financial advice to help them achieve their financial goals.
5018 E 68th St Fl 1, Tulsa, OK 74136, United States -
Tim Veldstra - Thrivent
● ClosedTim 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.
2448 E 81st St Suite 4960, Tulsa, OK 74137, United States -
John W Cary - Morgan Stanley
● OpenJohn W Cary - Morgan Stanley is a reputable financial institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for providing top-notch financial services, their team of experts specializes in wealth management, investment advice, and financial planning. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, John W Cary - Morgan Stanley is dedicated to helping you achieve your financial goals. With a focus on personalized service and tailored solutions, they strive to provide the highest level of expertise and guidance to their clients. Trust John W Cary - Morgan Stanley to help you navigate the complex world of finance and secure your financial future.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
W Michael McCue - Morgan Stanley
● OpenW Michael McCue - Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Our team of experienced professionals provides a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our dedicated team is here to assist you every step of the way. With a focus on personalized service and tailored solutions, W Michael McCue - Morgan Stanley is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit us at 2200 South Utica Place to learn more about how we can help you achieve your financial goals.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Retirement Planning | Sooner Retirement
● ClosedRetirement Planning | Sooner Retirement is a finance institution located at 5222 East 69th Place, Tulsa, Oklahoma, United States. Our team specializes in researching annuities to help you retire confidently. We provide expert advice on which annuities can offer the greatest advantages during your retirement planning session. Don't settle for incomplete information from annuity salespeople - let us guide you towards a secure financial future. Our goal is to help you bridge the retirement income gap and ensure you have enough funds to cover essential expenses in your golden years. If you've recently transferred funds from a retirement savings account to a personal IRA, we can help you make the most of your investments. With interest rates on the rise, we can also assist you in navigating the impact on home mortgages and fixed income investments. Trust Retirement Planning | Sooner Retirement to provide personalized solutions for your financial needs.
5222 E 69th Pl, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Ivan Williams
● ClosedMerrill Lynch Financial Advisor Ivan Williams is located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Ivan Williams began his financial services career in 2009 and is dedicated to helping clients build a wealth management strategy tailored to their individual needs. With a focus on delivering a comprehensive approach to managing wealth, Ivan listens carefully to clients and helps them make informed decisions as they develop their financial strategy. Supported by the global resources of Merrill Lynch, Ivan's team is committed to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Ivan prioritizes understanding what matters most to each client and works to design and implement a personalized plan to help them pursue their financial goals while managing investment risk.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States
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