![Guide.in.ua Guide.in.ua](https://guide.in.ua/assets/images/guide300.webp)
- United States
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- West Virginia
- Wisconsin
- Wyoming
- Ukraine
- United Kingdom
- Italy
- Poland
- Australia
- Spain
- New Zealand
- France
- Germany
TOP 30 Investment portfolio in Tulsa, OK
30 results found
Search for local businesses, places and services near you
Pinnacle Investment Advisors
Pinnacle Investment Advisors, located at 233 South Detroit Avenue in Tulsa, Oklahoma, is a finance institution dedicated to minimizing risk and maximizing returns for their clients. Their customized portfolios are tailored to each individual's financial goals, utilizing proprietary strategies such as the Blue Chip Portfolio, MLP Strategy, and Intermediate Tax-Exempt bond portfolio. The team at Pinnacle, led by Registered Investment Advisors David Poarch, Brett Kramer, Joel Kantor, Ms. Boyer, and Mr. Moore, boasts over 100 years of combined experience in the investment industry. As an independent and locally owned firm, Pinnacle Investment Advisors provides personalized solutions to help clients achieve their financial objectives.
Tulsa Wealth Advisors - Raymond James
Tulsa Wealth Advisors - Raymond James is a finance institution located at 1375 East 71st Street in Tulsa, Oklahoma, United States. The Trinity Strategic Wealth™ team at this institution helps clients focus on specific obstacles and dangers that could impact their quality of life and financial vision. They develop and implement strategies tailored to each client's goals, considering both the big picture and small details. Clients at Tulsa Wealth Advisors have access to various asset management options, including Dynamic Asset Allocation and Strategic Asset Allocation strategies. These strategies utilize a diversified investment approach based on Modern- and Post-Modern Portfolio Theory to meet different risk tolerances, total return goals, and income needs.
ChartMark Investments, Inc.
ChartMark Investments, Inc. is a finance institution located at 2200 South Utica Place, Tulsa, Oklahoma, United States. As a Registered Investment Advisor, we specialize in Portfolio Management, Investment Consulting, and Financial Planning Solutions for Individuals, Small Businesses, and Institutions. Our team is dedicated to providing personalized services tailored to meet your specific investment needs. You can explore our website to access a variety of calculators to help you make informed financial decisions. We understand that choosing the right financial advisor is crucial, which is why we offer a complimentary appointment to discuss your objectives and our services. Our goal is to provide you with a no-pressure opportunity to evaluate how we can best serve your needs. Please contact us to schedule a meeting at your convenience.
The Oil & Gas Advisor
The Oil & Gas Advisor is a finance institution located at 401 South Boston Avenue in Tulsa, Oklahoma, United States. Specializing in providing expert financial advice and services to clients in the oil and gas industry, our team of experienced professionals offers strategic guidance and solutions to help businesses thrive in this competitive sector. Whether you are looking to invest in oil and gas projects, manage your financial portfolio, or navigate complex regulatory issues, The Oil & Gas Advisor is here to support you every step of the way. Visit us today to learn more about how we can help you achieve your financial goals in the oil and gas industry.
Future U Financial Inc.
Future 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.
The Walker Wealth Management Group - Morgan Stanley
The 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.
Veitch Legacy Advisors Team - Morgan Stanley
Veitch 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.
Chestnut Street Advisors
Chestnut Street Advisors is a leading finance institution located at 6660 South Sheridan Road in Tulsa, Oklahoma. Our team of experienced advisors provides expert financial guidance and personalized investment strategies to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or navigate the complexities of the financial markets, Chestnut Street Advisors is here to help. We pride ourselves on our commitment to excellence, integrity, and client satisfaction. Contact us today to schedule a consultation and take the first step towards a secure financial future.
Olistico Wealth
Olistico 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.
Seasons Financial Group
Seasons Financial Group, located at 6964 South 69th East Avenue in Tulsa, Oklahoma, is a finance institution that offers advisory services through SageOak Financial, LLC. As a financial advisor rooted in timeless biblical wisdom and backed by decades of research in financial science, we aim to provide our clients with peace of mind and certainty in managing their investments and financial lives. Seasons Financial Group, a tradename of SageOak Financial, LLC, is dedicated to helping individuals navigate the complexities of financial planning and investment management.
Summit Wealth Group
Summit 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.
My Collective Wealth
My 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.
HUB International
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 Stephen D. O'Sullivan
Merrill 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.
Edward Jones - Financial Advisor: Jason Dick
Edward Jones - Financial Advisor: Jason Dick is a reputable financial institution located at 1628 South Cincinnati Avenue in Tulsa, Oklahoma, United States. Specializing in providing tailored financial advice and services, Jason Dick and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and building long-term relationships with clients, Edward Jones - Financial Advisor: Jason Dick is a trusted partner for individuals and families seeking expert financial guidance.
Native American Fund Advisors
Native American Fund Advisors is a finance institution located at 233 South Detroit Avenue in Tulsa, Oklahoma. We specialize in providing financial services and investment advice tailored to the unique needs and goals of Native American communities and individuals. Our team of experienced advisors is dedicated to helping our clients achieve their financial objectives and build sustainable wealth for future generations. Whether you are looking to grow your portfolio, plan for retirement, or secure funding for a new business venture, Native American Fund Advisors is here to help you navigate the complexities of the financial world with confidence and expertise.
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.
Maxwell & Morse Capital Management, Inc.
Maxwell & Morse Capital Management, Inc. is a leading finance institution located at 5026 East 101st Street in Tulsa, Oklahoma, United States. Specializing in investment management and financial planning, Maxwell & Morse Capital Management, Inc. offers tailored solutions to meet the unique needs of individual and institutional clients. With a team of experienced professionals and a commitment to excellence, they strive to help clients achieve their financial goals and secure their financial future.
Steven Younger - Morgan Stanley
Steven Younger - Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Specializing in wealth management, investment banking, and asset management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. With a focus on personalized service and strategic financial planning, we provide tailored solutions to meet the unique needs of each individual and business. Visit us at 2200 South Utica Place to learn more about how Steven Younger - Morgan Stanley can help you secure your financial future.
Edward Jones - Financial Advisor: Judson Johnson, AAMS™
Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is a trusted financial institution located at 3023 South Harvard Avenue in Tulsa, Oklahoma. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Judson Johnson, AAMS™ provides top-notch financial planning and investment services to individuals and families in the Tulsa area. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is dedicated to helping you secure a brighter 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.
Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC
Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. Joey Small 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®. These certifications demonstrate expertise in various areas of financial planning, wealth management, estate planning, retirement planning, and more. Joey Small is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Joey Small aims to help clients achieve their financial goals and secure their financial future.
Merrill Lynch Financial Advisor Kyle M Ingram
Merrill 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.
Steve Younger - Morgan Stanley
Steve Younger - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. As a branch of the renowned Morgan Stanley financial services firm, Steve Younger offers a wide range of financial services to individuals, businesses, and institutions. With a team of experienced financial advisors, Steve Younger - Morgan Stanley provides personalized investment strategies, wealth management solutions, retirement planning, and more. Whether you are looking to grow your investment portfolio or plan for your financial future, Steve Younger - Morgan Stanley is dedicated to helping you achieve your financial goals.
Havard Lyons - Private Wealth Advisor, Ameriprise Financial Services, LLC
Harvard 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.
Tim Veldstra - Thrivent
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 Robert P. Connor
Merrill Lynch Financial Advisor Robert P. Connor is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Bo is dedicated to providing highly customized wealth management strategies and services to a select group of clients, focusing on tax-efficient investment planning, asset preservation, wealth transfer planning, and philanthropic planning. Bo's approach is built on the principles of stewardship, understanding clients' missions, investment discipline, and leadership. His team includes Wealth Management Client Associates and specialists in various areas of wealth management. Bo holds the Chartered Retirement Planning Counselor designation and is a qualified Portfolio Manager. He consistently achieves the Firm's Community Volunteer Honor Roll. Bo's mission is to understand his clients and help them achieve their financial goals. With Merrill Personal Wealth Analysis™, he can create personalized plans centered on clients' goals and priorities. By understanding clients' needs and priorities, Bo can provide comprehensive strategies to turn their financial goals into reality. Through ongoing conversations and assessments, Bo helps clients adapt their financial approach to reflect changes in their lives and goals. He believes that financial success is achieved through thoughtful analysis, personalized solutions, and clear communication. As a Merrill Lynch Wealth Management Advisor, Bo is committed to helping clients navigate the complexities of their financial journey.
Merrill Lynch Financial Advisor Alan H Ford
Merrill Lynch Financial Advisor Alan H Ford, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a finance institution that specializes in overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners. The FHB Wealth Management Group offers personalized service in a boutique-like setting, coupled with the extensive resources of a global institution. With over half a century of experience, the team at FHB Wealth Management Group crafts tailored wealth management strategies to address both immediate and long-term financial goals. Their services include retirement planning, managing concentrated stock holdings, tax-efficient wealth transfer methods, and access to trust and philanthropic services. The team of highly skilled advisors at Merrill Lynch is dedicated to providing innovative strategies to safeguard and grow assets, create diverse portfolios, and leverage market opportunities. Clients can expect personalized attention and guidance to help them achieve their financial objectives. With a focus on building strong client relationships based on trust, Merrill Lynch Wealth Management Advisors work with clients to develop customized investment approaches to address their unique needs and goals. The team at Merrill Lynch encourages clients to seek the advice of experienced financial advisors to help navigate life's financial complexities and build a secure financial future.
Merrill Lynch Financial Advisor Edna Hird
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.
List of local businesses, places and services in Oklahoma
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos