TOP 10 Investment portfolio in Oklahoma
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Triton Wealth Advisors, LLC
● ClosedTriton Wealth Advisors, LLC is a finance institution located at 14614 Bogert Parkway in Oklahoma City, Oklahoma, United States. Our team of experienced advisors provides personalized wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Triton Wealth Advisors, LLC is committed to helping you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
14614 Bogert Pkwy, Oklahoma City, OK 73134, United States -
Raymond James Financial Services, Inc. / Bob M. Neeley
● ClosedRaymond 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.
3030 Northwest Expy Suite 1450, Oklahoma City, OK 73112, United States -
Bulmer Financial Group
● ClosedBulmer 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.
918 SW 107th St #100, Oklahoma City, OK 73170, United States -
Penney Wise Wealth Advisors, Inc
● ClosedPenney 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.
10900 Hefner Pointe Dr #302, Oklahoma City, OK 73120, United States -
Cadent Capital Advisors, LLC
● ClosedCadent Capital Advisors, LLC is a finance institution located at 14528 Bogert Parkway in Oklahoma City, Oklahoma, United States. Specializing in investment management and financial planning, Cadent Capital Advisors offers personalized solutions for individuals and businesses looking to grow and protect their wealth. With a team of experienced financial professionals, clients can expect expert advice and guidance to help them achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to diversify your investment portfolio, Cadent Capital Advisors is dedicated to providing comprehensive and tailored financial solutions to meet your needs.
14528 Bogert Pkwy, Oklahoma City, OK 73134, United States -
Perissos Private Wealth Management
● ClosedPerissos Private Wealth Management, located at 15310 North May Avenue in Edmond, Oklahoma, is a finance institution dedicated to unifying Financial Planning, Tax Planning, Estate Planning, and professional Investment Management into a seamless experience for clients. Our mission is to empower clients by integrating every facet of their financial lives, from retirement dreams to estate aspirations, strategic tax planning to expert investment management. We have been named one of Oklahoma's Best Financial Advisory Firms in 2023, offering comprehensive wealth management services that bring the Family Office Framework to all clients. Our team of experts collaborates to develop personalized strategies aimed at minimizing tax liabilities, preserving wealth, and achieving long-term financial goals with confidence. With a focus on risk management and long-term growth, we construct diversified portfolios designed to generate consistent returns in varying market conditions. Our partnership with seasoned CPAs ensures the seamless integration of tax planning into your financial strategy. At Perissos, you will work with a Financial Advisor (CFA charterholder) to oversee the financial planning and investment management process, providing you with the depth of training and knowledge needed to navigate the complexities of the financial landscape. Our team, led by founder Brandon, is committed to bridging the gap between financial planning, tax planning, estate planning, and asset management, providing comprehensive private wealth management services tailored to each client's unique goals. Embark on a journey towards financial empowerment with Perissos Private Wealth Management today.
15310 N May Ave, Edmond, OK 73013, United States -
Merrill Lynch Wealth Management
● ClosedMerrill Lynch Wealth Management, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, is a finance institution that offers a wide range of services to individuals, families, business owners, executives, and institutions. The experienced advisors at Merrill Lynch can provide financial strategies based on years of combined wealth management knowledge and expertise. They go beyond wealth planning advice to offer retirement income planning, guidance on investments, and access to estate planning services. The branch is dedicated to client service and satisfaction, helping clients identify their goals and create financial strategies to meet their long-term objectives. Through volunteerism and charitable outreach, Merrill Lynch supports the communities in which they operate. The institution provides access to industry-skilled advisors, investing insights, wealth planning platforms, and technological resources to help clients pursue their financial and life goals.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
MGM Capital Partners, LLC
● ClosedMGM Capital Partners, LLC is a finance institution located at 1000 West Wilshire Boulevard in Oklahoma City, Oklahoma, United States. Our team of experienced professionals specializes in providing comprehensive financial solutions to individuals and businesses. Whether you are looking to invest, secure a loan, or plan for your financial future, MGM Capital Partners, LLC is here to help. Our commitment to excellence and personalized service sets us apart in the finance industry. Contact us today to learn more about how we can assist you in achieving your financial goals.
1000 W Wilshire Blvd, Oklahoma City, OK 73116, United States -
Exencial Wealth Advisors
● ClosedExencial Wealth Advisors is a financial institution located at 9108 North Kelley Avenue in Oklahoma City, Oklahoma, United States. Specializing in accounting and finance, we provide customized portfolios, tax planning, and accounting services to clients across the U.S. Our core philosophy is "Integrated beats fragmented," emphasizing the importance of coordinating investment management with other financial areas such as planning, taxes, estate, and risk to improve outcomes. With our E3 process of Evaluate, Execute, and Evolve, we bring our clients' financial plans to life as their needs evolve. Our team of experienced CPAs and CFPs offers services such as retirement planning, tax projections, and income tax filing to simplify our clients' lives. Employee Spotlight: Cassandra Colon, Client Service Manager. We have multiple locations across the U.S., including Dallas, Plano, Austin, San Antonio, Newtown, Old Lyme, Stamford, Charlotte, Tampa, Cincinnati, Westlake Village, and Guilford. Exencial Wealth Advisors is a SEC Registered Investment Advisory Firm committed to helping clients achieve their financial goals.
9108 N Kelley Ave, Oklahoma City, OK 73131, United States -
Cornerstone Planning Group Llc
● ClosedCornerstone Planning Group LLC is a finance and insurance agency located at 805 East 33rd Street in Edmond, Oklahoma, United States. With a focus on providing comprehensive financial planning services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Cornerstone Planning Group LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
805 E 33rd St, Edmond, OK 73013, United States -
Strategy Wealth
● ClosedStrategy Wealth is a leading financial institution located at 317 Lilac Drive in Edmond, Oklahoma, United States. Our team of experienced professionals specializes in providing strategic wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Strategy Wealth is here to help. We offer personalized financial planning, investment management, and retirement planning services to help you secure your financial future. Contact us today to schedule a consultation and start building your wealth strategy.
317 Lilac Dr Suite 130, Edmond, OK 73034, United States -
Future U Financial Inc.
● ClosedFuture U Financial Inc. is a finance institution located at 110 South Hartford Avenue in Tulsa, Oklahoma, United States. At Future U Financial, we empower you to take control of your financial future by providing advice-only financial planning services. Our goal is to help you place trades online for free, increase your odds of achieving a work optional lifestyle, invest appropriately for your goals, and structure your investments to save money on taxes. Our team of financial professionals offers personalized advice based on where you are in life, whether you are new to investing or have been doing it for years. We provide as much or as little hand holding as you need, with the option to choose your plan, make changes or cancel anytime. Our services include active or passive investment strategies, custom meeting calendars, investment alerts, and custom portfolios tailored to your goals.
110 S Hartford Ave Suite 100, Tulsa, OK 74120, United States -
The Walker Wealth Management Group - Morgan Stanley
● OpenThe Walker Wealth Management Group at Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing top-notch wealth management services to our clients. We offer personalized investment strategies, financial planning, and retirement solutions to help our clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, The Walker Wealth Management Group is a trusted partner in helping individuals and families secure their financial futures. Visit us at 2200 South Utica Place to learn more about how we can help you reach your financial goals.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Tulsa Wealth Advisors - Raymond James
● OpenTulsa 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.
1375 E 71st St, Tulsa, OK 74136, United States -
Veitch Legacy Advisors Team - Morgan Stanley
● OpenVeitch Legacy Advisors Team at Morgan Stanley is a leading financial institution located in Tulsa, Oklahoma. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals through personalized investment strategies and wealth management services. With a focus on building long-term relationships based on trust and integrity, we strive to provide our clients with the guidance and support they need to navigate the complexities of the financial world. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Veitch Legacy Advisors Team is here to help you every step of the way. Visit us at 2200 South Utica Place to learn more about how we can assist you in reaching your financial objectives.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Chestnut Street Advisors
● ClosedChestnut 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.
1766, 6660 S Sheridan Rd # 260, Tulsa, OK 74133, United States -
Olistico Wealth
● ClosedOlistico Wealth is a leading financial institution located at 2431 East 61st Street in Tulsa, Oklahoma. Our team of experienced financial experts is dedicated to helping our clients achieve holistic wealth management through personalized financial planning and investment strategies. Whether you are looking to build your savings, plan for retirement, or grow your portfolio, Olistico Wealth is here to provide you with the guidance and support you need to reach your financial goals. Visit us today to learn more about how we can help you secure your financial future.
2431 E 61st St Suite 175, Tulsa, OK 74136, United States -
Seasons Financial Group
● ClosedSeasons 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.
6964 S 69th E Ave, Tulsa, OK 74133, United States -
Summit Wealth Group
● ClosedSummit Wealth Group is a finance institution located at 9175 South Yale Avenue in Tulsa, Oklahoma, United States. As your personal CFO, we are dedicated to helping you invest smarter, optimize your income, and reach your financial goals. Our team will work with you to create a customized financial plan tailored to your unique goals and future income needs. We provide comprehensive strategies and solutions, ensuring transparency with our fee schedule aligning with your goals. With only 25% of financial advisors holding the CERTIFIED FINANCIAL PLANNER™ designation, you can trust our team of professionals to deliver independent, trusted advice and managed portfolios. Whether you are planning for major life events or simply looking to optimize your income, Summit Wealth Group is here to guide you every step of the way. Join us for a free assessment and receive valuable resources to help you navigate your financial journey. With our expertise and dedication, we aim to be your first call for any financial need.
9175 S Yale Ave # 100, Tulsa, OK 74137, United States -
My Collective Wealth
● ClosedMy Collective Wealth is a leading financial institution located at 8026 South Fulton Avenue in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive solutions tailored to your unique needs. Trust My Collective Wealth to help you build and preserve your financial future.
8026 S Fulton Ave, Tulsa, OK 74136, United States -
HUB International
● ClosedHUB 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.
4521 E 91st St #300, Tulsa, OK 74137, United States -
Merrill Lynch Financial Advisor Stephen D. O'Sullivan
● ClosedMerrill Lynch Financial Advisor Stephen D. O'Sullivan is located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Stephen and his team are dedicated to understanding your values and goals to help you achieve your financial objectives. With a focus on one-on-one conversations and personalized service, they work with you to create a financial plan that aligns with your individual needs and aspirations. Stephen, a Certified Investment Management Analyst® with a degree in Finance and Management from Oklahoma State University, has been with Merrill since 1998. The team at Merrill Lynch Wealth Management offers a range of services, including personalized financial planning, portfolio management, and wealth transfer solutions. They are committed to building strong client relationships based on trust and collaboration. By utilizing the global resources of Merrill, they provide expert guidance and advice tailored to your unique financial situation.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Edward Jones - Financial Advisor: Kyle Hawkins
● OpenEdward Jones - Financial Advisor: Kyle Hawkins is a trusted financial institution located at 1301 North Main Street in Guymon, Oklahoma, United States. As a dedicated finance professional, Kyle Hawkins provides expert advice and personalized financial solutions to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Kyle Hawkins is committed to providing exceptional service and guidance every step of the way. Contact Edward Jones - Financial Advisor: Kyle Hawkins today to schedule a consultation and take control of your financial future.
1301 N Main St, Guymon, OK 73942, United States -
Finch Wealth Management
● ClosedFinch Wealth Management is a leading finance institution located at 3029 Garrison Road in Altus, Oklahoma, United States. Our team of experienced financial advisors are dedicated to helping individuals and businesses 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 investment portfolio, our experts are here to provide you with the guidance and support you need. Trust Finch Wealth Management to help you secure your financial future.
3029 Garrison Rd, Altus, OK 73521, United States -
Edward Jones - Financial Advisor: Lonnie Olson, AAMS™
● ClosedEdward Jones - Financial Advisor: Lonnie Olson, AAMS™ is a trusted financial institution located at 411 South Main Street in Hobart, Oklahoma, United States. Specializing in personal finance and investment management, Lonnie Olson, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones is dedicated to providing top-notch financial planning services to individuals and families in the Hobart area.
411 S Main St, Hobart, OK 73651, United States -
Edward Jones - Financial Advisor: Jacob M Stewart
● ClosedEdward Jones - Financial Advisor: Jacob M Stewart is a reputable finance institution located at 1300 West Gary Boulevard in Clinton, Oklahoma, United States. As a trusted financial advisor, Jacob M Stewart provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Jacob M Stewart is committed to helping clients secure their financial future.
1300 W Gary Blvd, Clinton, OK 73601, United States -
INVEST360
● ClosedINVEST360 is a leading finance institution located at 501 West Gary Boulevard in Clinton, Oklahoma, United States. Our team of experienced financial professionals is dedicated to providing comprehensive investment services to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or invest for the future, INVEST360 is here to help. With a focus on personalized service and tailored investment strategies, we strive to provide our clients with the tools and expertise needed to navigate the complex world of finance. Visit us today to learn more about how INVEST360 can help you secure your financial future.
501 W Gary Blvd, Clinton, OK 73601, United States -
Waugh, Lavender & Associates - Ameriprise Financial Services, LLC
● ClosedWaugh, Lavender & Associates - Ameriprise Financial Services, LLC is a finance institution located at 13 Northwest 44th Street in Lawton, Oklahoma, United States. They offer a range of services including investment recommendations, asset allocation, and portfolio management tailored to individual goals and risk tolerance. Clients can track their progress towards financial goals securely from any device. The institution provides personalized advice to help clients reach their financial goals, with advisors registered to do business in specific U.S. states. A complimentary initial consultation is available to discuss financial planning concepts. Ameriprise Financial Services cannot guarantee future financial results. Clients can refer friends or family members to the institution for assistance with their financial goals. The institution adheres to strict privacy and security regulations to protect client information.
13 NW 44th St, Lawton, OK 73505, United States -
Edward Jones - Financial Advisor: Bobby Abel
● ClosedEdward Jones - Financial Advisor: Bobby Abel is a reputable financial institution located at 7716 Northwest 85th Terrace in Oklahoma City, Oklahoma. As a trusted finance advisor, Bobby Abel provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Bobby Abel and the team at Edward Jones are dedicated to helping clients navigate the complexities of financial planning and investment management. Whether you are looking to save for retirement, plan for your child's education, or grow your wealth, Edward Jones - Financial Advisor: Bobby Abel is committed to providing expert guidance and support every step of the way.
7716 NW 85th Terrace Suite B, Oklahoma City, OK 73132, United States -
Edward Jones - Financial Advisor: Jonathan Holeman
● ClosedEdward Jones - Financial Advisor: Jonathan Holeman is a trusted financial institution located in Mustang, Oklahoma. Jonathan Holeman is a dedicated and experienced financial advisor who is committed to helping his clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Jonathan Holeman can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jonathan Holeman is the go-to option for all your financial needs. Visit us at 500 North Financial Terrace to start planning for a secure financial future today.
500 N Financial Terrace g, Mustang, OK 73064, United States
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