TOP 10 Long term investment in Tulsa, Oklahoma

Edward Jones - Financial Advisor: Jeff James, AAMS™ is a reputable financial institution located at 3311 South Yale Avenue in Tulsa, Oklahoma, United States. Jeff James, an Accredited Asset Management Specialist, is dedicated to providing personalized financial advice and services to help clients achieve their financial goals. With a focus on long-term financial planning and investment strategies, Edward Jones - Financial Advisor: Jeff James, AAMS™ is committed to helping individuals and families secure their financial futures.

Sheree Ziemba is a Financial Advisor at Ameriprise Financial Services, LLC located at 2448 East 81st Street in Tulsa, Oklahoma, United States. Sheree 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 cover a range of financial planning topics such as asset management, retirement planning, estate planning, investment strategies, and more. Sheree is dedicated to providing personalized and comprehensive financial advice to individuals and small business owners.

Lorianne Williams, a Financial Advisor at Ameriprise Financial Services, LLC, located at 7712 South Yale Avenue in Tulsa, Oklahoma, United States, offers a wide range of financial services to individuals and small business owners. Lorianne 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 Lorianne's expertise in asset management, estate planning, retirement planning, investment management, and more. Whether you are looking to plan for your future, manage your investments, or navigate complex financial situations, Lorianne Williams is dedicated to providing personalized and comprehensive financial guidance to help you achieve your goals.

Bank of America Private Client Advisor Cory P Simpson is a premier financial institution located in Tulsa, Oklahoma. As a trusted advisor, Cory P Simpson offers personalized financial planning and investment strategies to high-net-worth individuals, families, and businesses. With a focus on building long-term relationships and providing exceptional service, clients can expect tailored solutions to help them achieve their financial goals. Whether it's retirement planning, wealth management, or estate planning, Bank of America Private Client Advisor Cory P Simpson is dedicated to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit us at 2100 South Utica Avenue to learn more about our comprehensive financial services.

Mike Purzner is a Financial Advisor at Ameriprise Financial Services, LLC, located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Mike holds various certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. With a strong focus on ethical practices and comprehensive financial planning, Mike is dedicated to providing expert advice and guidance to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for assistance with asset management, estate planning, retirement planning, investment strategies, insurance products, or any other financial need, Mike Purzner is well-equipped to help you navigate the complexities of the financial world.

Edward Jones - Financial Advisor: Brett Vandervort is a reputable finance institution located at 11917 South Norwood Avenue in Tulsa, Oklahoma, United States. Brett Vandervort is a trusted financial advisor who provides 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, Brett Vandervort is dedicated to helping clients navigate the complexities of the financial market and make informed decisions to secure their financial future. Contact Edward Jones - Financial Advisor: Brett Vandervort today to start planning for a secure and prosperous financial future.

Edward Jones - Financial Advisor: Grant D Simmons is a leading finance institution located at 9175 South Yale Avenue in Tulsa, Oklahoma. As a trusted financial advisor, Grant D Simmons provides personalized investment strategies and solutions 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 top-notch financial services to individuals and businesses in the Tulsa area. Whether you are planning for retirement, saving for education, or investing for the future, Grant D Simmons and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence.

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.

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

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: Albert E Akpaloo is a reputable financial institution located at 8556 East 101st Street in Tulsa, Oklahoma, United States. As a dedicated finance professional, Albert E Akpaloo provides expert financial advice and services to help clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, Edward Jones - Financial Advisor: Albert E Akpaloo is committed to providing personalized solutions tailored to your individual needs. With a focus on building long-term relationships based on trust and integrity, you can trust in the expertise and guidance of Albert E Akpaloo to help secure your financial future.

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.

Lorianne Williams is a Financial Advisor at Ameriprise Financial Services, LLC located at 8801 South Yale Avenue in Tulsa, Oklahoma, United States. Lorianne holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. Lorianne is dedicated to providing expert financial advice and services to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. Whether you are looking for investment strategies, estate planning, risk management, retirement planning, or insurance products, Lorianne Williams has the knowledge and expertise to help you achieve your financial goals. Contact Lorianne today for comprehensive and personalized financial planning services.

Edward Jones - Financial Advisor: Larry Cornwell, AAMS™ is a trusted financial institution located at 8556 East 101st Street in Tulsa, Oklahoma. As a seasoned financial advisor with the Accredited Asset Management Specialist™ designation, Larry Cornwell offers personalized investment strategies and financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Larry Cornwell, AAMS™ is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, clients can feel confident in their financial future with Edward Jones.

Edward Jones - Financial Advisor: Tammy K Moore, AAMS™ is a reputable finance institution located at 7147 South Yale Avenue in Tulsa, Oklahoma, United States. Tammy K Moore, an 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, Tammy K Moore provides expert guidance on investments, retirement planning, and wealth management. Clients can trust in her expertise and dedication to helping them secure their financial future.

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.

Charla K McIntyre Fields - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4765 East 91st Street, Tulsa, Oklahoma, United States. The institution offers a range of certifications and designations such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications cover various aspects of financial planning, investment management, estate planning, and specialized areas such as long-term care and military financial advising. The institution is committed to providing expert advice and services to individuals and businesses in need of wealth management and financial planning guidance."

Edward Jones - Financial Advisor: Ryan L Mason is a reputable financial institution located at 4142 South Harvard Avenue in Tulsa, Oklahoma, United States. As a dedicated financial advisor, Ryan L Mason provides personalized and comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is a trusted name in the finance industry. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Ryan L Mason and Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Jon Care is a reputable finance institution located at 4142 South Harvard Avenue in Tulsa, Oklahoma. As a dedicated financial advisor, Jon Care offers personalized services to help clients navigate their financial goals and secure their financial future. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance and tailored financial solutions to meet their individual needs. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jon Care is committed to helping you achieve your financial aspirations.

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™ 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.

Edward Jones - Financial Advisor: Steve Collins is a reputable finance institution located at 5100 East Skelly Drive in Tulsa, Oklahoma, United States. As a trusted financial advisor, Steve Collins provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Steve Collins is dedicated to helping individuals and families navigate the complexities of investing and wealth management. Contact Steve Collins today to start planning for a secure financial future.

Castlepoint Wealth Advisors is a finance institution located at 2021 South Lewis Avenue in Tulsa, Oklahoma, United States. We specialize in simplifying investment complexities with tailored financial strategies that protect and grow wealth. Our ideal clients are enterprising, ambitious, purposeful individuals who are looking to reach their financial goals with personally-crafted investment strategies. As an independent wealth management firm, our financial advisors focus on guiding clients with more than $2 million in liquid assets, whether recently inherited or built over time. We believe in creating custom-tailored financial strategies for each client, based on their unique needs and long-term goals. Our relationships are built on trust, transparency, and results, and we are dedicated to advising and working with you in every area of your financial life. Additionally, we are passionate about contributing to and participating in our community. Contact us at our Tulsa office at 405-705-2906 to learn more about how we can help you build an abundant life.

Brian Mitchell with LPL Financial is a trusted financial institution located at 5612 East 89th Street in Tulsa, Oklahoma. Specializing in providing personalized financial planning and investment services, Brian Mitchell and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, they offer a wide range of financial products and services to meet the unique needs of each individual client. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Brian Mitchell with LPL Financial is committed to providing expert guidance and support every step of the way.

Mike Sturm is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Mike holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mike's expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. As a Certified Military Financial Advisor®, Mike is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and ongoing education, Mike Sturm is dedicated to providing comprehensive financial planning services to individuals and small business owners in the Tulsa area.

Edward Jones - Financial Advisor: Sam Barker, AAMS™ is a reputable finance institution located at 10108 East 79th Street in Tulsa, Oklahoma, United States. Specializing in personalized financial planning and investment services, Sam Barker, AAMS™ is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution provides expert guidance and tailored solutions to help individuals and families secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Sam Barker, AAMS™ is committed to providing the highest level of service and expertise to help you reach your financial goals.

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.

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

Edward Jones - Financial Advisor: Bill Lee is a trusted financial institution located at 6054 South Yale Avenue in Tulsa, Oklahoma. As a dedicated financial advisor, Bill Lee provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building lasting relationships based on trust and integrity, Edward Jones - Financial Advisor: Bill Lee offers a wide range of investment options and strategies tailored to each client's unique needs. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Bill Lee is committed to helping you navigate the complexities of the financial world with confidence and peace of mind.

Kimberly Quintanar - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 5224 East 69th Place, Tulsa, Oklahoma, United States. Kimberly Quintanar holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and CLU®. With a focus on asset management, retirement planning, estate planning, investment strategies, and insurance products, Kimberly Quintanar offers comprehensive financial services for individuals and small business owners. The institution is committed to ethical standards and providing expert advice on a wide range of financial topics to help clients achieve their financial goals.