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TOP 30 Mba in finance in Tulsa, OK
3 results found
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LOVELY PATRICK W MBA, CPA, CVA
LOVELY PATRICK W MBA, CPA, CVA is a prestigious accounting and finance institution located at 6666 South Sheridan Road in Tulsa, Oklahoma, United States. With a team of highly qualified professionals holding advanced degrees and certifications in business administration, accounting, and business valuation, this institution offers top-notch financial services to individuals and businesses alike. Whether you need assistance with tax preparation, financial planning, or business valuation, LOVELY PATRICK W MBA, CPA, CVA is dedicated to providing expert guidance and personalized solutions to help you achieve your financial goals.
Merrill Lynch Financial Advisor Jonathan M. Christensen
Merrill 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.
Integrated Tax Solutions
Integrated Tax Solutions is a finance institution located at 9175 South Yale Avenue in Tulsa, Oklahoma, United States. Our mission is to combine tax planning and preparation with your financial goals to help you secure a successful future. We analyze your current tax situation, provide recommendations, and offer a complimentary investment analysis for all tax clients. With over 125 years of combined experience, our team of tax and financial professionals will guide you towards reaching your financial objectives. All employees at Integrated Tax Solutions are also part of Summit Wealth Group, a Registered Investment Advisor under the SEC. While the two companies are separate entities, they share common ownership and clients can utilize the services of either company individually or together. Additional planning services may be required for specific needs, but the standard services are included in your engagement with Integrated Tax Solutions.
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