Long term wealth planning in Oklahoma City, Oklahoma

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.

Riddle Bruce is a reputable finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. With a strong focus on providing personalized financial solutions to individuals and businesses, Riddle Bruce offers a wide range of services including investment planning, wealth management, and retirement planning. Their team of experienced financial advisors are dedicated to helping clients achieve their financial goals and secure their financial future. Visit Riddle Bruce today to learn more about how they can help you manage and grow your finances effectively.

John W Cary - Morgan Stanley is a reputable financial institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for providing top-notch financial services, their team of experts specializes in wealth management, investment advice, and financial planning. Whether you are looking to grow your wealth, plan for retirement, or make smart investment decisions, John W Cary - Morgan Stanley is dedicated to helping you achieve your financial goals. With a focus on personalized service and tailored solutions, they strive to provide the highest level of expertise and guidance to their clients. Trust John W Cary - Morgan Stanley to help you navigate the complex world of finance and secure your financial future.

Stephanie M Ede at Morgan Stanley is a leading financial institution located in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing personalized financial solutions to help our clients achieve their goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, we are here to guide you every step of the way. Visit us at 2200 South Utica Place to learn more about how we can help you secure your financial future.

W Michael McCue - Morgan Stanley is a premier financial institution located in Tulsa, Oklahoma. Our team of experienced professionals provides a wide range of financial services to help clients achieve their goals and secure their financial future. Whether you are looking for investment advice, retirement planning, or wealth management services, our dedicated team is here to assist you every step of the way. With a focus on personalized service and tailored solutions, W Michael McCue - Morgan Stanley is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind. Visit us at 2200 South Utica Place to learn more about how we can help you achieve your financial goals.

John R. Simpson & Thomas F. Simpson - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for excellence in the financial services industry, this institution offers a wide range of services including investment management, wealth management, and financial planning. The team of experienced professionals at John R. Simpson & Thomas F. Simpson - Morgan Stanley are dedicated to helping clients achieve their financial goals and secure their financial futures. Whether you are looking to grow your wealth, plan for retirement, or create a comprehensive financial strategy, this institution is committed to providing personalized solutions to meet your needs.

Kelly R Hewitt - Morgan Stanley is a finance institution located in Tulsa, Oklahoma, United States. With a focus on providing comprehensive financial services, our team at Kelly R Hewitt - Morgan Stanley is dedicated to helping our clients achieve their financial goals. Whether you are looking to invest, plan for retirement, or manage your wealth, our experienced professionals are here to guide you every step of the way. Visit us at 2200 South Utica Place to learn more about how we can assist you in securing your financial future.

Fredric E. Russell Investment Management Co. is a finance institution located in Tulsa, Oklahoma, United States. Since 1987, we have been providing clients with unique money management services. Our expertise lies in our ability to uncover valuable information about publicly traded companies that others may overlook. We conduct thorough research and due diligence to make informed investment decisions based on a company's sustainable competitive advantage. Our personalized service ensures that each client receives the attention and communication they deserve. Contact us today for a tailored investment experience that meets your needs.

INTRUST Retirement is a leading financial institution located at 7134 South Yale Avenue in Tulsa, Oklahoma. We specialize in providing comprehensive retirement planning services to help individuals achieve their financial goals for the future. Our team of experienced professionals is dedicated to helping clients create personalized retirement plans that align with their unique needs and objectives. Whether you are just starting to save for retirement or are nearing retirement age, INTRUST Retirement is here to provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure a comfortable and prosperous retirement.

Gregory Hopeman - UBS Financial Services Inc. is a reputable finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. With a strong focus on providing high-quality financial services, the institution offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The team at Gregory Hopeman - UBS Financial Services Inc. is dedicated to providing personalized advice and guidance to clients, ensuring they make informed decisions about their financial future. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Gregory Hopeman - UBS Financial Services Inc. is committed to helping you navigate the complexities of the financial world with confidence.

Merrill Lynch Financial Advisor Steve L Udrisky is a reputable finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Specializing in global investing, the institution warns of risks associated with foreign taxation, currency fluctuation, and political instability. They offer personalized financial advice and investment strategies tailored to individual needs and goals. Recognized by prestigious publications such as Barron's and Forbes, their team is committed to providing exemplary client service. With access to the global resources of Merrill, they aim to build strong client relationships based on trust and personalized service. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals. Certified by various financial institutions, Merrill Lynch Financial Advisor Steve L Udrisky ensures that clients receive expert advice and guidance to navigate the complexities of the financial markets and achieve their financial objectives.

Raymond James Financial Services is a reputable finance institution located at 323 South Muskogee Avenue in Claremore, Oklahoma, United States. With a strong commitment to providing personalized financial services, Raymond James offers a wide range of investment options, retirement planning, wealth management, and financial advice to its clients. The institution's team of experienced financial advisors strive to help individuals and businesses achieve their financial goals through tailored strategies and expert guidance. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Raymond James Financial Services is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Raymond James Financial Services is a finance institution located at 511 West Will Rogers Boulevard in Claremore, Oklahoma, United States. They provide a wide range of financial services including investment planning, wealth management, retirement planning, and more. With a team of experienced financial advisors, Raymond James is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Raymond James Financial Services is committed to providing personalized and comprehensive financial solutions tailored to your individual needs.

Edward Jones - Financial Advisor: Kent A Jensen is a reputable financial institution located at 1102 West Main Street in Collinsville, Oklahoma. As a trusted advisor in the finance industry, Kent A Jensen provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing tailored solutions, Kent A Jensen is dedicated to helping clients navigate the complexities of investing and financial management. Whether you are planning for retirement, saving for a major purchase, or looking to grow your wealth, Edward Jones - Financial Advisor: Kent A Jensen can provide the expertise and guidance you need to secure your financial future.

Edward Jones - Financial Advisor: Jeffrey L Burger, CRPC™ is a trusted financial institution located in Claremore, Oklahoma. With a focus on personalized service and tailored financial solutions, Jeffrey L Burger, CRPC™ helps clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, saving for your children's education, or investing for the long term, Jeffrey L Burger, CRPC™ provides expert guidance and support every step of the way. Visit us at 301 West Will Rogers Boulevard to start planning for a brighter financial future today.

Merrill Lynch Financial Advisor Garrett Jelley is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution specializes in global investing, offering personalized financial advice and investment strategies. With a team of experienced professionals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from industry publications for exemplary client service. Merrill Personal Wealth Analysis™ is a service offered to help clients build personalized financial plans centered on their goals. The institution understands that both life and financial markets can change over time, and aims to help clients stay on track to achieve their goals. As Merrill Lynch Wealth Management Advisors, the team will work with clients to address their financial complexities and pursue their goals. The institution offers the latest investment insights, tips, and strategies to help clients live their best financial life. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Garrett Jelley is dedicated to helping clients achieve their financial goals.

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 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.

Thomas A Hunt - Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, offers a wide range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Thomas A Hunt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in the field. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, clients can trust Thomas A Hunt to provide tailored financial solutions to meet their unique needs. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Thomas A Hunt can help you navigate the complex world of finance with confidence and peace of mind. Contact Thomas A Hunt - Financial Advisor at Ameriprise Financial Services, LLC today for personalized financial advice and guidance.

Gordon R Polly - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation in the financial industry, the institution offers a wide range of services including wealth management, investment banking, and advisory services. The team at Gordon R Polly - Morgan Stanley is dedicated to helping clients achieve their financial goals and navigate the complexities of the market. With a focus on personalized solutions and expert advice, they strive to provide top-notch service to their clients.

Stephen J Brady - 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, Stephen J Brady offers a wide range of investment and wealth management services to individuals, businesses, and institutions. With a team of experienced financial advisors and analysts, clients can expect personalized financial strategies tailored to their specific needs and goals. Whether you are looking to grow your investments, plan for retirement, or manage your wealth, Stephen J Brady - Morgan Stanley is dedicated to helping you achieve financial success.

Harrison Pierce Brady - Morgan Stanley is a renowned finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for providing top-notch financial services, the institution offers a wide range of investment and wealth management solutions to its clients. Whether you are looking for assistance with retirement planning, asset management, or financial planning, the experienced professionals at Harrison Pierce Brady - Morgan Stanley are dedicated to helping you achieve your financial goals. Visit their office today to learn more about the services they offer and how they can help you secure your financial future.

The DFH Group - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. As a part of the prestigious Morgan Stanley brand, The DFH Group offers a wide range of financial services including investment management, wealth planning, and retirement solutions. With a team of experienced professionals, they strive to provide personalized financial strategies to help clients achieve their goals and secure their financial future. Visit The DFH Group - Morgan Stanley today to start planning for tomorrow.

Paul Bizjack - Morgan Stanley is a renowned finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. With a strong reputation for excellence in financial services, the institution offers a wide range of investment solutions and wealth management services to individuals and businesses. Their team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Paul Bizjack - Morgan Stanley is committed to providing personalized and strategic financial advice to meet your needs.

Joel McCue - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. As a branch of Morgan Stanley, it offers a wide range of financial services including wealth management, investment banking, and asset management. With a team of experienced professionals, Joel McCue - Morgan Stanley is committed to helping clients achieve their financial goals and navigate the complexities of the financial market. Whether you are looking to grow your wealth, plan for retirement, or invest in the future, Joel McCue - Morgan Stanley is dedicated to providing personalized solutions and expert advice to help you succeed.

Cegel Capital is a leading finance and insurance agency located at 8217 South Walker Avenue in Oklahoma City, Oklahoma, United States. With a strong commitment to providing top-notch financial services and insurance solutions, Cegel Capital is dedicated to helping individuals and businesses achieve their financial goals and protect their assets. Our team of experienced professionals offers personalized advice and tailored strategies to meet the unique needs of each client. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Cegel Capital is here to guide you every step of the way. Visit us today to learn more about how we can help you secure your financial future.

Cornell Financial Group LLC is a leading financial institution located at 3750 West Main Street in Norman, Oklahoma, United States. With a team of experienced professionals, we offer a wide range of financial services to help individuals and businesses achieve their financial goals. From investment planning to retirement savings, we are dedicated to providing personalized solutions tailored to our clients' specific needs. Trust Cornell Financial Group LLC to guide you towards a secure financial future.

Sondra Financial Services is a reputable finance institution located at 1831 East 71st Street in Tulsa, Oklahoma, United States. With a focus on providing top-notch financial services, Sondra Financial Services offers a wide range of solutions to meet the diverse needs of their clients. Whether you are looking for investment advice, retirement planning, or assistance with loans and mortgages, the experienced team at Sondra Financial Services is dedicated to helping you achieve your financial goals. Visit them today to see how they can help you secure your financial future.