Managed it solutions in Oklahoma
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Staton Financial Group Inc.
● ClosedStaton Financial Group Inc. is a finance institution located at 709 Southwest 119th Street in Oklahoma City, Oklahoma, United States. We specialize in helping clients develop a strategy for their retirement income. By scheduling a meeting with us, you can share your goals and dreams so we can fully understand your vision for retirement. Our process will then help translate your retirement dreams into clear action steps, and we will monitor regularly to ensure your plan stays on track for as long as you live. We offer a free chapter of our new book, "Saving for Saturday", which provides valuable information on managing market volatility and the importance of investing in the stock market. As an independent institution, we can help you develop a custom financial strategy tailored to your specific needs, no matter how close you are to retirement.
709 SW 119th St, Oklahoma City, OK 73170, United States -
A-Team Financial Investments
● ClosedA-Team Financial Investments is a finance institution located at 10307 Greenbriar Parkway in Oklahoma City, Oklahoma, United States. Our team of experienced professionals is dedicated to providing ethical and unbiased financial advice to help clients achieve their investment goals. We begin by discussing our fee structure and assessing your current portfolio to tailor an investment strategy that aligns with your risk tolerance. Our team members, including Angela and Danita, are fully licensed and credentialed to provide impartial recommendations.
10307 Greenbriar Pkwy, Oklahoma City, OK 73159, United States -
Merrill Lynch Financial Advisor Daniel Bruner
● ClosedMerrill Lynch Financial Advisor Daniel Bruner, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a reputable institution in the finance industry. Daniel Bruner and his team have been recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, as well as "Best-in-State Wealth Management Teams" in 2023 and 2024. With the support of Merrill's global resources, the team is dedicated to providing exceptional client service, building strong relationships based on trust and personalized financial solutions. At Merrill Lynch Wealth Management, Daniel Bruner focuses on understanding clients' priorities, goals, and family dynamics to create a customized financial plan. Through conversations and the Investment Personality Assessment, the team gains insights into clients' investing preferences to tailor strategies that align with their aspirations. The team believes that financial success is achieved by making informed investment decisions that support clients' meaningful goals, whether it's planning for retirement, funding education, or passing wealth to future generations.
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102, United States -
Three Trees Financial Strategies
● ClosedThree Trees Financial Strategies is a reputable institution located at 1330 North Classen Boulevard in Oklahoma City, Oklahoma, United States. Specializing in accounting and finance, Three Trees Financial Strategies is dedicated to helping individuals and businesses navigate complex financial issues with ease and confidence. At Three Trees Financial Strategies, we believe that earning lots of money is not the mark of success, but rather how you handle it. Our team of experienced professionals is committed to providing personalized financial solutions to help clients achieve their financial goals and overcome challenges. Whether you are facing tax issues, need assistance with debt management, or are looking to start a new business venture, we are here to guide you every step of the way.
1330 N Classen Blvd Suite G20, Oklahoma City, OK 73106, United States -
Novus Consulting
● ClosedNovus Consulting is a leading management consulting firm located in Oklahoma City, Oklahoma. Our team of experienced consultants offer a wide range of services to help businesses achieve their goals and overcome challenges. Whether you're looking to improve efficiency, increase profitability, or develop a strategic plan for growth, Novus Consulting has the expertise and resources to support your needs. Our office is conveniently located at 9400 Broadway Extension, making it easy for clients to access our services. Contact us today to learn more about how Novus Consulting can help your business thrive.
9400 Broadway Ext Suite 410A, Oklahoma City, OK 73114, United States -
Charles Schwab
● ClosedCharles 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.
2005 E 21st St Ste 100, Tulsa, OK 74114, United States -
Merrill Lynch Financial Advisor Kaysha Andrews
● ClosedMerrill Lynch Financial Advisor Kaysha Andrews, located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States, offers personalized wealth management strategies tailored to your individual financial goals. With access to the investment insights of Merrill and the banking solutions of Bank of America, Kaysha Andrews can help you navigate today's changing market conditions and create a flexible financial plan designed to help you pursue your aspirations. Kaysha Andrews is dedicated to understanding your priorities and building a personalized plan centered around your unique goals. By participating in the community and volunteering with local organizations, Kaysha Andrews exemplifies the deep-seated Merrill tradition of serving the communities they work in.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Jonathan M. Christensen
● ClosedMerrill Lynch Financial Advisor Jonathan M. Christensen is a Certified Financial Planner professional located at 6100 South Yale Avenue in Tulsa, Oklahoma. With over 16 years of experience in the finance industry, Jonathan is dedicated to helping his clients achieve their financial goals and align their money with their ideal life. He holds an MBA from Regent University and is committed to providing personalized financial plans tailored to each client's needs and priorities. By getting to know his clients on a personal level, Jonathan can offer advice and guidance to help them stay on track towards achieving their goals. Whether it's planning for retirement, buying a home, or funding a child's education, Jonathan's approach is centered on understanding what matters most to his clients and designing a customized plan to help them succeed. As a Merrill Lynch Wealth Management Advisor, Jonathan offers personalized investment strategies and comprehensive financial solutions to help his clients navigate the complexities of their financial lives. With a focus on building one-on-one relationships, Jonathan is dedicated to helping his clients live their best financial life.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Get Better Bookkeeping
● ClosedGet Better Bookkeeping is your one-stop solution for all your accounting and financial needs. Located at 3015 East Skelly Drive in Tulsa, Oklahoma, United States, our institution offers a range of services to help you streamline your financial management. Stop stressing about your finances and let us simplify your bookkeeping, payroll, and financial services all in one place. With GBB, it's like having a CFO for your small business. Our weekly bookkeeping service ensures that your financial records are accurate and up-to-date, allowing you to make informed decisions with ease.
3015 E Skelly Dr Suite 1010, Tulsa, OK 74105, United States -
Morgan Stanley Smith Barney
● OpenMorgan Stanley Smith Barney is a finance institution located at 601 Southwest C Avenue in Lawton, Oklahoma, United States. As a leading global financial services firm, Morgan Stanley Smith Barney offers a wide range of investment and wealth management services to individuals, institutions, and corporations. With a team of experienced financial advisors and experts, the institution is dedicated to helping clients achieve their financial goals and secure their financial future. Whether it's retirement planning, investment management, or estate planning, Morgan Stanley Smith Barney provides personalized solutions tailored to each client's unique needs and objectives. Visit their office in Lawton to learn more about how they can help you make the most of your finances.
601 SW C Ave Suite 100, Lawton, OK 73501, United States -
BancFirst
● ClosedBancFirst, located at 105 West 4th Street in Hobart, Oklahoma, is a trusted institution offering a range of financial services including banking, ATM access, and finance solutions. With a strong reputation for safety and reliability, BancFirst serves the community with checking accounts, savings accounts, commercial loans, and treasury services. Customers can easily manage their finances online, through the mobile app, or by visiting a nearby branch. It is important to exercise caution when sending money in cryptocurrency, and to avoid using ATMs by utilizing the convenient Send Money feature. Please note that external third-party websites will open in a separate window, and BancFirst is not responsible for their content or policies.
105 W 4th St, Hobart, OK 73651, United States -
Arvest Bank ATM
● OpenArvest Bank ATM is a convenient financial institution located at 1927 South 4th Street in Chickasha, Oklahoma, United States. As an ATM service, it provides easy access to cash withdrawals and balance inquiries for Arvest Bank customers and other cardholders. Whether you need to make a quick transaction or manage your finances on the go, Arvest Bank ATM offers a reliable and secure solution for your banking needs.
1927 S 4th St, Chickasha, OK 73018, United States -
Dan Baily
● ClosedDan Baily is a reputable finance institution located at 1684 Southwest 86th Street in Oklahoma City, Oklahoma, United States. With a strong focus on providing personalized financial services to individuals and businesses, Dan Baily is known for its expertise in financial planning, investment management, and wealth preservation. The institution prides itself on its commitment to helping clients achieve their financial goals and secure their financial future. With a team of experienced professionals, Dan Baily is dedicated to providing top-notch financial solutions tailored to each client's unique needs and objectives.
1684 SW 86th St STE C, Oklahoma City, OK 73159, United States -
Edward Jones - Financial Advisor: Troy D Brown, AAMS™
● ClosedEdward Jones - Financial Advisor: Troy D Brown, AAMS™ is a reputable financial institution located in Oklahoma City, Oklahoma. Specializing in providing personalized financial advice and services, Troy D Brown, AAMS™ offers expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect tailored financial solutions to meet their individual needs. Whether it's retirement planning, investment strategies, or wealth management, Troy D Brown, AAMS™ is dedicated to helping clients secure their financial future. Visit the institution at 13701 South Santa Fe Avenue to start your journey towards financial success.
13701 S Santa Fe Ave Suite A, Oklahoma City, OK 73170, United States -
Freeman Financial Group
● ClosedFreeman Financial Group is a reputable finance institution located at 14003B Quail Springs Parkway in Oklahoma City, Oklahoma, United States. With a focus on providing expert financial services, their team of professionals is dedicated to helping clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, Freeman Financial Group offers personalized solutions tailored to each client's unique needs. Trustworthy and experienced, Freeman Financial Group is committed to delivering top-notch financial advice and guidance to ensure their clients' financial success.
14003B Quail Springs Pkwy, Oklahoma City, OK 73134, United States -
Merrill Lynch Financial Advisor James Bertsch
● ClosedMerrill Lynch Financial Advisor James Bertsch, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a finance institution with a focus on serving employers with their retirement plan needs. With 20 years of experience in the financial services industry, James holds a bachelor's degree in Finance from the University of Oklahoma and an MBA in Business from Oklahoma City University. He is dedicated to participating in the community and volunteers with local organizations. At Merrill Lynch Wealth Management, James prioritizes understanding his clients and their financial goals. By creating personalized plans centered on the client's aspirations and focused on achieving their desired outcomes, James helps manage investment risk and guide clients towards their financial objectives. Through the Merrill Personal Wealth Analysis™, clients can build a customized plan tailored to their unique needs and priorities.
211 N Robinson Ave STE 1800, Oklahoma City, OK 73102, United States -
Stephen H. McDonald & Associates, Inc.
● OpenStephen H. McDonald & Associates, Inc. is a reputable institution located at 2200 McKown Drive in Norman, Oklahoma, United States. The institution is known for its expertise in providing top-notch consulting services in various fields such as business development, strategic planning, and project management. With a team of experienced professionals, Stephen H. McDonald & Associates, Inc. strives to help businesses and organizations achieve their goals and overcome challenges. The institution is committed to delivering high-quality solutions tailored to meet the unique needs of each client. Whether you are looking to grow your business or improve your operations, Stephen H. McDonald & Associates, Inc. is the go-to institution for all your consulting needs.
2200 McKown Dr, Norman, OK 73072, United States -
Pinnacle Financial Advisors
● ClosedPinnacle Financial Advisors is a finance institution located at 1000 West Wilshire Boulevard, Oklahoma City, Oklahoma, United States. We specialize in providing personalized financial planning and guidance tailored to your goals and values. Our focus is on building strong client relationships and working with you to ensure every dollar works as hard as you do. We offer comprehensive advice and financial strategies that are in your best interest, helping you achieve financial clarity and confidence as you work towards your goals and dreams. As part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, we are committed to providing expert financial solutions to help people make the most of all they've been given. Thrivent believes money is a tool, not a goal, and we are dedicated to helping our clients live more generous lives.
1000 W Wilshire Blvd #338, Oklahoma City, OK 73116, United States -
Steven Tucker - Morgan Stanley
● OpenSteven Tucker - Morgan Stanley is a renowned finance institution located at 6305 Waterford Boulevard in Oklahoma City, Oklahoma, United States. Specializing in investment banking and wealth management services, the institution offers a wide range of financial solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals and a commitment to excellence, Steven Tucker - Morgan Stanley is dedicated to providing top-notch financial advice and services to its clients.
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118, United States -
Stifel
● OpenStifel is a finance institution located at 6301 Waterford Boulevard in Oklahoma City, Oklahoma, United States. With a strong reputation for providing comprehensive financial services, Stifel offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution is known for its personalized approach to financial planning and its team of experienced advisors who are dedicated to helping clients make informed decisions about their finances. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Stifel is committed to providing top-notch financial guidance and support.
6301 Waterford Blvd #300, Oklahoma City, OK 73118, United States -
Craig Shriner - Morgan Stanley
● OpenCraig Shriner - Morgan Stanley is a renowned finance institution located at 6305 Waterford Boulevard in Oklahoma City, Oklahoma, United States. With a strong reputation for providing top-notch financial services, Craig Shriner - Morgan Stanley offers a wide range of investment options and wealth management solutions to help clients achieve their financial goals. The institution is known for its experienced team of financial advisors who are dedicated to providing personalized and professional service to each client. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Craig Shriner - Morgan Stanley is committed to helping you make informed decisions and achieve financial success.
6305 Waterford Blvd STE 240, Oklahoma City, OK 73118, United States -
Marks & Associates - Ameriprise Financial Services, LLC
● ClosedMarks & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 9104 North Kelley Avenue in Oklahoma City, Oklahoma, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024 and 2023, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's retirement planning, education savings, or a major purchase. We prioritize what matters most to you and regularly review your progress to ensure your financial plan remains aligned with your evolving life circumstances. With easy access to your investments and accounts from any device, you can track your progress towards your goals securely. Our experienced financial advisors are registered to do business in specific U.S. states and adhere to strict regulations to provide you with reliable financial guidance.
9104 N Kelley Ave, Oklahoma City, OK 73131, United States -
Municipal Finance Services, Inc.
● ClosedMunicipal Finance Services, Inc. is a reputable finance institution located at 1017 North Bryant Avenue in Edmond, Oklahoma. As a leading provider of financial services, they specialize in offering comprehensive financial solutions to municipalities and local governments. With a strong commitment to helping communities thrive, Municipal Finance Services, Inc. provides expert guidance and assistance in managing budgets, investments, and overall financial planning. Their experienced team of professionals is dedicated to ensuring the financial stability and success of their clients. Visit their office today to learn more about their services and how they can help your community achieve its financial goals.
1017 N Bryant Ave STE 100, Edmond, OK 73034, United States -
Bank of America Private Client Advisor Cory P Simpson
● OpenBank 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.
2100 S Utica Ave, Tulsa, OK 74114, United States -
Bank of America Private Client Advisor William M Lissau
● OpenThe Bank of America Private Client Advisor William M. Lissau, located at 2100 South Utica Avenue in Tulsa, Oklahoma, is a finance institution dedicated to providing sophisticated wealth management strategies to high-net-worth individuals, families, endowments, and foundations. Bill Lissau leads a team that specializes in wealth structuring, banking, credit solutions, and investments. Additionally, Bill serves as Bank of America’s President for the State of Oklahoma, overseeing the delivery of resources to clients, teammates, and communities to address social and economic concerns and build strong communities. With over 28 years of experience in high-net-worth wealth management, Bill Lissau is a fourth generation Oklahoman and holds a Bachelor of Science degree in finance from Regis University in Denver. He is actively involved in various industry and community service organizations, including Big Brothers and Sisters of Green Country, Alzheimer’s Association of Oklahoma, and The Children’s Hospital at St. Francis.
2100 S Utica Ave, Tulsa, OK 74114, United States -
Jeff Galvin - Morgan Stanley
● OpenJeff Galvin - Morgan Stanley is a prestigious finance institution located in Tulsa, Oklahoma. With a prime location at 2200 South Utica Place, this institution offers top-notch financial services and expertise to its clients. Specializing in wealth management, investment banking, and financial planning, Jeff Galvin - Morgan Stanley is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, this institution prides itself on providing personalized and tailored financial solutions to meet the unique needs of each client. Trust Jeff Galvin - Morgan Stanley for all your financial needs and experience the difference of working with a leading finance institution.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
David C. Ellis - UBS Financial Services Inc.
● OpenDavid C. Ellis - 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 top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized solutions tailored to their individual needs and goals, backed by the resources and global reach of UBS. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, David C. Ellis - UBS Financial Services Inc. is dedicated to helping you achieve your financial objectives.
6120 S Yale Ave Suite 1800, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Kyle M Ingram
● ClosedMerrill 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.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor James C Aldag
● ClosedMerrill Lynch Financial Advisor James C Aldag is a prestigious finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution is proud of its advisors who have received recognition from various financial industry publications. The team at Merrill is dedicated to providing exemplary client service and personalized financial solutions. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and tailored service. The institution offers a range of financial services, including credit services through Bank of America, N.A. The advisors at Merrill Lynch Wealth Management focus on understanding each client's unique needs, goals, and priorities to create a personalized financial plan. By listening carefully and asking thoughtful questions, the team helps clients manage investment risk and pursue their financial goals. The institution believes in the importance of ongoing communication and collaboration to help clients stay on track towards achieving their goals. The team at Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach that aligns with their needs and aspirations. Whether clients are planning for retirement, saving for a major purchase, or funding their children's education, the team at Merrill is there to provide guidance and support every step of the way. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor James C Aldag is committed to helping clients achieve their financial goals and live their best financial life.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
Tim Veldstra - Thrivent
● ClosedTim 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.
2448 E 81st St Suite 4960, Tulsa, OK 74137, United States
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List of local businesses, places and services in Oklahoma
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