TOP 10 Best Long term investment management in Owasso, Oklahoma

Lance Skalnik - PTP Investment Group is a finance institution located at 8551 North 125th East Avenue in Owasso, Oklahoma, United States. Lance Skalnik, the President of PTP Investment Group, works with clients to develop investment strategies, coordinate retirement income, and discuss estate planning and inheritance. The institution offers assistance with retirement distribution options and can help clients set clear, written goals for their future. Securities are offered through Raymond James Financial Services, Inc., and investment advisory services are offered through Raymond James Financial Services Advisors, Inc. PTP Investment Group is independent of Raymond James Financial Services, Inc. Contact them for more information on their services.

Welcome to Michael Nelson - State Farm Insurance Agent located at 7216 East 41st Street in Tulsa, Oklahoma. Our insurance agency is conveniently situated on the south side of 41st Street between Sheridan and Memorial. Whether you're looking for auto, home, or life insurance, our team is here to help you hop into savings this spring. Established in September 2019, our office serves customers in Tulsa, Broken Arrow, Jenks, Owasso, Bixby, and beyond. We also assist customers relocating to Texas, Arkansas, and Missouri. Our bilingual service team is ready to help Spanish-speaking customers with their insurance needs.

Randall Young - State Farm Insurance Agent is a health insurance agency located at 6130 South Memorial Drive in Tulsa, Oklahoma, United States. Centrally located next to Ziggi's Coffee and across from Hooters, we are dedicated to helping you protect and grow your assets with insurance and financial service products. Our services include auto insurance, homeowners insurance, renters insurance, business insurance, and life insurance options tailored to fit your family and business needs. Randall Young has been a State Farm associate since 1991 and is highly educated and involved in the community. Our team is diverse in age, experiences, and interests, with over 25 years of industry experience ready to help you navigate the world of insurance. Whether you're in Tulsa, Broken Arrow, Jenks, Bixby, Sand Springs, or Owasso, we offer free insurance quotes with discounts.

The Baroud Agency is an insurance agency located at 8426 North 123rd East Avenue in Owasso, Oklahoma, United States. Our agency prides itself on our flexibility and adaptability, offering ZERO cost programs to help you get out of debt and secure your future. We provide recommended insurance plans that we would trust for our own families, as well as assistance in building your tax-deferred retirement savings. Our process begins with a careful evaluation of your goals and objectives, allowing us to tailor our products and services to meet your specific needs. Working closely with you, we will construct a personalized plan that is exactly what you need. We gather all necessary information and documentation, sending it to our carrier's underwriters for review to ensure you receive the best coverage possible. Trust The Baroud Agency to help protect your future.

Westerman Financial Services is a reputable finance and insurance agency located at 12315 East 86th Street North in Owasso, Oklahoma, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, retirement planning, insurance coverage, and more. Our goal is to help our clients achieve their financial goals and secure their financial future. Visit us today to learn more about how we can assist you in managing your finances effectively.

Edward Jones - Financial Advisor: Lilly A Velotta, AAMS™ is a trusted financial institution located in Owasso, Oklahoma. As a qualified Accredited Asset Management Specialist, Lilly A Velotta offers personalized financial advice and expertise to help clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to invest wisely, Lilly A Velotta can provide tailored solutions to meet your needs. Visit us at 307 East 2nd Avenue to start planning your financial future today.

Edward Jones - Financial Advisor: Jeffrey L Stumpff, AAMS™ is a reputable financial institution located in Owasso, Oklahoma. As a trusted advisor, Jeffrey L Stumpff, AAMS™ provides personalized financial planning and investment services to help clients achieve their financial goals. With a focus on building long-term relationships, Edward Jones offers a wide range of financial solutions tailored to each client's unique needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Jeffrey L Stumpff, AAMS™ can provide expert guidance and support every step of the way. Visit the office at 10310 North 138th East Avenue to start planning for a secure financial future.

PT Advisors is a leading finance institution located at 202 East 2nd Avenue in Owasso, Oklahoma, United States. Our team of experienced financial advisors is dedicated to providing personalized financial planning and investment strategies to help our clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, PT Advisors is here to help. Contact us today to schedule a consultation and take the first step towards a secure financial future.

Raymond James Financial Services is a finance institution located at 11633 East 86th Street North in Owasso, Oklahoma, United States. They offer a wide range of financial services including investment advice, retirement planning, wealth management, and more. With a team of experienced financial advisors, Raymond James Financial Services is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investment portfolio or plan for retirement, Raymond James Financial Services can provide personalized solutions to meet your needs.

Edward Jones - Financial Advisor: Alex Hinkle, CFP®|CRPC™ is a trusted financial institution located at 307 East 2nd Avenue in Owasso, Oklahoma. As a Certified Financial Planner and Chartered Retirement Planning Counselor, Alex Hinkle provides expert advice and personalized financial solutions to help clients achieve their long-term goals. With a focus on building lasting relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families navigate the complex world of finance with confidence and peace of mind. Whether you are planning for retirement, investing for the future, or simply looking to better manage your finances, Alex Hinkle and the team at Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Matthew D Fleske is a trusted financial institution located at 12338 East 86th Street North in Owasso, Oklahoma. As a finance institution, they offer expert financial advice and services to help individuals and businesses achieve their financial goals. With a focus on personalized service and tailored solutions, Edward Jones - Financial Advisor: Matthew D Fleske is dedicated to helping clients build and protect their wealth for the future. Contact them today to schedule a consultation and start planning for a secure financial future.

Edward Jones - Financial Advisor: Nick Kila, CFP®|AAMS™ is a reputable financial institution located at 9540 North Garnett Road in Owasso, Oklahoma, United States. Specializing in finance, Nick Kila, a Certified Financial Planner and Accredited Asset Management Specialist, offers expert advice and personalized financial solutions to help clients achieve their financial goals. With a strong emphasis on building long-term relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Nick Kila, CFP®|AAMS™ is dedicated to helping individuals and families secure their financial future.