Investment research in Oklahoma City, Oklahoma
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Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor
Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor is an independent investment management firm located at 10900 Hefner Pointe Drive, Oklahoma City, Oklahoma. We offer Wealth Consultation Services, comprehensive financial planning, and investment management 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. Susan Penney is registered with Kovack Securities, Inc. and offers securities and advisory services through them. Contact us at 405.418.7629 or [email protected] to learn more about how we can help you navigate your financial future.
UBS Financial Services Inc.
UBS Financial Services Inc. is a leading finance institution located at 4801 Gaillardia Parkway in Oklahoma City, Oklahoma, United States. With a strong reputation for providing comprehensive financial services, UBS is dedicated to helping clients achieve their financial goals and secure their financial future. From investment planning to wealth management, UBS offers a wide range of services tailored to meet the unique needs of each individual client. With a team of experienced financial professionals, UBS is committed to delivering top-notch financial advice and guidance to help clients navigate the complex world of finance with confidence.
Stagner Financial Advisory Group, LLC
Stagner Financial Advisory Group, LLC is a leading financial institution located at 2600 East Memorial Road in Edmond, Oklahoma, United States. With a team of experienced professionals, we offer a wide range of financial advisory services to help our clients achieve their financial goals. From retirement planning to investment management, we provide personalized solutions tailored to each client's unique needs. Trust Stagner Financial Advisory Group, LLC to guide you towards a secure financial future.
Edward Jones - Financial Advisor: Cinamon L Demuth, CFP®|AAMS™
Edward Jones - Financial Advisor: Cinamon L Demuth, CFP®|AAMS™ is a reputable financial institution located at 9309 South Toledo Avenue in Tulsa, Oklahoma, United States. Specializing in personalized financial planning and investment strategies, Cinamon L Demuth, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and guidance to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, this institution provides tailored solutions to meet the unique needs of each individual or family. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Cinamon L Demuth, CFP®|AAMS™ is dedicated to helping you secure a sound financial future.
Edward Jones - Financial Advisor: Jon Haverfield
Edward Jones - Financial Advisor: Jon Haverfield is a reputable finance institution located at 10462 South 82nd East Avenue in Tulsa, Oklahoma, United States. As a dedicated financial advisor, Jon Haverfield offers personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored solutions to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones - Financial Advisor: Jon Haverfield is committed to providing top-notch financial advice and support.
Edward Jones - Financial Advisor: Mark R Buffington, AAMS™
Edward Jones - Financial Advisor: Mark R Buffington, AAMS™ is a trusted financial institution located in Tulsa, Oklahoma. As a certified Accredited Asset Management Specialist, Mark R Buffington provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing expert guidance and support in all aspects of personal finance. Whether you are planning for retirement, saving for education, or investing for the future, Mark R Buffington and his team are dedicated to helping you navigate the complexities of the financial world with confidence. Visit their office at 8009A South Sheridan Road to start planning for a secure financial future today.
Stifel
Stifel is a finance institution located at 2100 South Utica Avenue in Tulsa, Oklahoma, United States. With a commitment to providing top-notch financial services, Stifel offers a wide range of investment solutions and financial advice to help clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Stifel's team of experienced professionals is dedicated to providing personalized and comprehensive financial guidance. Visit Stifel today to see how they can help you secure your financial future.
Financial Design Group
Financial Design Group is a leading finance institution located at 8556 East 101st Street in Tulsa, Oklahoma. Our team of experts specializes in creating personalized financial strategies to help individuals and businesses achieve their goals. Whether you are looking to invest, plan for retirement, or secure a loan, our experienced professionals are here to provide you with the guidance and support you need. Visit us today to learn more about how Financial Design Group can help you secure your financial future.
SageOak Financial, LLC
SageOak Financial, LLC is a finance institution located at 6964 South 69th East Avenue in Tulsa, Oklahoma. As a financial advisor, SageOak provides advice based on timeless biblical wisdom and truth, supported by extensive research in the field of financial science. If you are tired of the stress and uncertainty of managing your investments and financial life on your own, SageOak can help. The institution offers advisory services and is registered with the U.S. Securities and Exchange Commission. Seasons Financial Group operates under the tradename of SageOak Financial, LLC.
Edward Jones - Financial Advisor: Nicholas D Pardon, AAMS™|CRPC™|CRPS™
Edward 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.
Retirement Planning | Sooner Retirement
Retirement 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.
Swanson Reed - Specialist R&D Tax Advisors
Swanson Reed is a leading finance institution specializing in R&D tax advice. Located at 6608 North Western Avenue in Oklahoma City, Oklahoma, United States, our team of specialists provides expert guidance on tax incentives and credits for companies engaged in research and development activities. With a focus on maximizing tax savings and minimizing compliance risks, Swanson Reed is dedicated to helping businesses of all sizes navigate the complex world of R&D tax incentives. Contact us today to learn how we can help your company thrive in the ever-evolving landscape of tax regulations.
Jewelry Appraisal Specialist OKC
Jewelry Appraisal Specialist OKC is a trusted institution located at 8121 South Western Avenue in Oklahoma City, Oklahoma. As a finance and jewelry store, we specialize in providing expert appraisal services for all types of jewelry. Our team of specialists is dedicated to accurately assessing the value of your precious pieces with precision and professionalism. Whether you are looking to sell, insure, or simply understand the worth of your jewelry, we are here to help. Visit us today and experience the expertise and quality service that sets us apart.
Lil Treasures CHILD Enhancement Center
Lil Treasures CHILD Enhancement Center is a premier early childhood education center located at 1275 South Memorial Drive in Tulsa, Oklahoma. Our center is dedicated to providing a safe, nurturing, and stimulating environment for children to learn and grow. With a focus on enhancing each child's development and preparing them for future success, our experienced and caring staff create a personalized curriculum that promotes social, emotional, cognitive, and physical growth. At Lil Treasures, we believe that every child is a treasure worth investing in, and we strive to provide the highest quality care and education for all our little ones. Come visit us today and see the difference Lil Treasures can make in your child's life.
Michael F. Price College of Business
The Michael F. Price College of Business, located at 307 West Brooks Street in Norman, Oklahoma, is a leading institution with nearly a century of innovation and vision. Ranked #1 in Oklahoma, the college offers a wide range of programs from accounting to business analytics, finance to supply chain management, preparing students to excel in a rapidly changing world. With a focus on leadership and management skills, the college offers MBA programs that cater to busy working professionals with in-person, online, and evening courses. The Gene Rainbolt Graduate College of Business provides advanced degrees that are designed to meet the needs of aspiring entrepreneurs and future C-suite executives.
American Abstract and Title Company
American Abstract and Title Company is an insurance agency located at 203 East Dewey Avenue in Sapulpa, Oklahoma. They specialize in providing abstract and title services to ensure a smooth and secure real estate transaction process. With their expertise in title searches, title insurance, and property research, they help clients protect their investments and navigate the complexities of property ownership. Trust American Abstract and Title Company for reliable and professional insurance services in the Sapulpa area.
Edward Jones - Financial Advisor: Jim Browning, AAMS™
Edward Jones - Financial Advisor: Jim Browning, AAMS™ is a reputable financial institution located at 7417 South Western Avenue in Oklahoma City, Oklahoma. As a trusted advisor, Jim Browning, AAMS™ provides personalized financial services to help individuals and families achieve their financial goals. With a focus on investment strategies, retirement planning, and wealth management, clients can rely on Jim Browning for expert guidance and support. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, Edward Jones - Financial Advisor: Jim Browning, AAMS™ is dedicated to helping you secure a stable financial future.
McAlester Regional Health Center
Welcome to McAlester Regional Health Center, a premier healthcare facility dedicated to serving the community of McAlester, Oklahoma, and its surrounding areas. Conveniently located at 1 Clark Bass Blvd, McAlester, OK 74501, our center is committed to providing top-notch medical services and compassionate care to all our patients. At McAlester Regional Health Center, we prioritize your health and well-being. Our state-of-the-art Patient Portal allows you to access your health records securely from your computer, offering you the convenience and peace of mind you deserve. Whether you're looking for tips on healthy living, information on prescription drugs, or insights into various health conditions and treatments, our comprehensive Health Library is here to assist you.
Integrity Financial Services, LLC.
Integrity Financial Services, LLC. is a trusted finance institution located at 2162 East 61st Street in Tulsa, Oklahoma, United States. We specialize in providing a wide range of financial services to individuals and businesses, with a focus on integrity and transparency. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance, we are here to provide personalized solutions tailored to your specific needs. At Integrity Financial Services, LLC., you can trust us to provide expert guidance and support every step of the way.
Wells Fargo Advisors
Wells 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.
HUB International
HUB International, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a finance and insurance agency dedicated to helping businesses manage their risks effectively. By reducing overall costs and providing tailored solutions, HUB International aims to make businesses more successful and profitable. In addition to insurance placement, the institution offers retirement plan services and private wealth management. With a team of specialists in risk, insurance, employee benefits, retirement, and wealth management, HUB International provides personalized solutions and unwavering advocacy. Securities are offered through Cambridge Investment Research Inc., and insurance services are provided by HUB International. Cambridge and HUB International are not affiliated.
Edward Jones - Financial Advisor: Tami Woodard, AAMS™
Edward Jones - Financial Advisor: Tami Woodard, AAMS™ is a reputable finance institution located at 205 East Memorial Road in Oklahoma City, Oklahoma, United States. Tami Woodard, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored strategies, Tami Woodard and the team at Edward Jones are dedicated to helping clients navigate the complexities of investing and financial planning. Trustworthy and knowledgeable, Edward Jones - Financial Advisor: Tami Woodard, AAMS™ is a reliable partner in helping individuals and families secure their financial future.
Charles Schwab
Charles Schwab is a renowned finance institution located at 13710 North Pennsylvania Avenue in Oklahoma City, Oklahoma. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. With a strong reputation for excellent customer service and a commitment to transparency, Charles Schwab is a trusted partner for those looking to build and protect their wealth. Visit their office in Oklahoma City to learn more about how they can help you secure your financial future.
Charles Schwab
Charles Schwab is a renowned finance institution located at 1644 24th Avenue Northwest in Norman, Oklahoma, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and more. Whether you are a seasoned investor or just starting out, their team of experts is dedicated to helping you achieve your financial goals. Visit Charles Schwab today and take the first step towards securing your financial future.
Arvest Asset Management
Arvest Asset Management is a leading financial institution located at 4825 East 36th Street in Tulsa, Oklahoma, United States. As a finance institution, Arvest Asset Management offers a wide range of services including investment management, financial planning, and wealth management to help clients achieve their financial goals. With a team of experienced professionals, Arvest Asset Management is dedicated to providing personalized solutions to meet the unique needs of each client. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Arvest Asset Management is committed to helping you navigate the complexities of the financial world with confidence.
York International Corp.
York International Corp. is a leading institution located at 5005 York Drive, Norman, Oklahoma, United States. We specialize in providing top-notch international services to businesses and individuals looking to expand their reach globally. Our team of experts is dedicated to helping clients navigate the complexities of international trade, investment, and cultural exchange. With our extensive network and resources, we strive to create opportunities for growth and success in the global marketplace. Join us at York International Corp. and let us help you achieve your international goals.
OU Health Harold Hamm Diabetes Center
Welcome to the OU Health Harold Hamm Diabetes Center, your trusted partner in the fight against diabetes. Located at 1000 N Lincoln Blvd, Oklahoma City, OK, our center is dedicated to empowering individuals and leading the way in the prevention, treatment, and pursuit of a cure for diabetes. Whether you're looking to prevent Type 2 diabetes or manage your current condition, our team of compassionate specialists is here to provide comprehensive care and support. At the Harold Hamm Diabetes Center, we offer a wide range of services, including risk assessments, prevention information, workplace screenings, and cooking classes. Our commitment to cutting-edge research is reflected in our internationally recognized biomedical studies, which aim to improve diabetes care and work towards a cure. We are proud to host the Harold Hamm International Prize for Biomedical Research in Diabetes, the world's top research prize in this field, and receive substantial COBRE federal funding to mentor upcoming diabetes researchers.
Charles Schwab
Charles Schwab is a renowned finance institution located at 2005 East 21st Street in Tulsa, Oklahoma, United States. Known for its exceptional financial services and innovative investment solutions, Charles Schwab is a trusted name in the industry. With a focus on providing personalized financial advice and cutting-edge technology, clients can rely on Charles Schwab for all their investment needs. Whether you are looking to grow your wealth, plan for retirement, or simply manage your finances more effectively, Charles Schwab is dedicated to helping you achieve your financial goals.
John Marshall Finance Academy
John Marshall Finance Academy is a prestigious secondary school located in Oklahoma City, Oklahoma. As a specialized institution focusing on finance education, our academy provides students with a comprehensive curriculum that prepares them for successful careers in the financial industry. Our dedicated faculty members are experts in their field and are committed to providing students with a high-quality education. With a focus on hands-on learning and real-world experiences, students at John Marshall Finance Academy gain valuable skills and knowledge that will set them apart in the competitive finance sector. Join us at 12201 Saint Andrews Drive and start your journey towards a successful career in finance.
MSCI
MSCI, located at 201 David L Boren Boulevard in Norman, Oklahoma, United States, is a leading institution that helps managers navigate the ever-changing financial industry landscape. Through their world-class research in multiple asset classes, factors, ESG, and climate investing, MSCI provides pension funds, sovereign wealth funds, family offices, and other institutional investors with the tools and frameworks they need to make better investment decisions. Banks also rely on MSCI for investment decisions and to navigate complexity with confidence, utilizing their research, analytics, and indexes. Companies benefit from MSCI's comprehensive ESG and climate data, measures, and analytical tools to benchmark performance and make informed decisions. Hedge funds use MSCI's solutions to identify risk factors and maximize returns in dynamic markets, while insurance companies rely on MSCI to manage financial risk and regulatory complexities.
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