Mission strategy consulting in Oklahoma City, OK
19 results found
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Center for Integral Mission
● OpenThe Center for Integral Mission is a school located in Colcord, Oklahoma, United States, specifically at D0608 Road. This institution is dedicated to providing a comprehensive education that integrates faith and social action. Students at the Center for Integral Mission are equipped with the tools and knowledge to make a positive impact in their communities through service and advocacy. With a focus on holistic development and social justice, the Center for Integral Mission prepares students to be agents of change in a world that is in need of compassion and justice.
D0608 Rd, Colcord, OK 74338, United States -
Isaiah C Edison, Founding Partner And Wealth Advisor - Edison Wealth Strategies
● OpenIsaiah C Edison, Founding Partner And Wealth Advisor at Edison Wealth Strategies, located at 8905 South Yale Avenue in Tulsa, Oklahoma, United States, is dedicated to serving professional advisors and helping hardworking individuals build a strong financial future. At Edison Wealth, their core mission is to simplify financial planning by creating a Big Picture Plan tailored to each client's needs. They offer an understandable, uncomplicated, and comprehensive approach, utilizing technology and resources to guide clients through even the most complex financial situations. Recognized as one of Forbes' Best-in-State Top Financial Security Professionals in 2022 and 2023, Edison Wealth Strategies is committed to providing excellent service to clients for many years to come. Their team, including Isaiah Edison and Jack Stagg, are licensed to sell insurance through New York Life Insurance Company and offer securities products & services through NYLIFE Securities LLC. They also provide advisory services through Eagle Strategies LLC. With a focus on client satisfaction and financial security, Edison Wealth Strategies is a trusted partner for individuals looking to secure their financial future.
8905 S Yale Ave Ste 100, Tulsa, OK 74137, United States -
CORE GROUP US
● ClosedCORE Group is an institution located at 8901 Commerce Park Drive in Oklahoma City, Oklahoma, United States. Specializing in accounting and finance, we are dedicated to providing expert financial guidance and accounting services for creative businesses. Our mission is to turn your passion into profit by offering comprehensive services such as tax planning, bookkeeping, and investment advice. With over 25 years of experience, we have assisted thousands of entrepreneurs in the creative industry, helping them navigate complex tax scenarios and increase profitability through the Profit First method. As your virtual CFO, we are committed partners in your business, focusing on your financial needs while you concentrate on your craft. Our team of experts understands the unique challenges faced by creative business owners and possesses the knowledge to guide you through every intricacy. From quarterly planning to relationship building, we are here to help you thrive in your creative journey.
8901 Commerce Park Dr, Oklahoma City, OK 73132, United States -
Tulsa Datacenter LLC
● OpenTulsa Datacenter LLC, located at 2448 East 81st Street in Tulsa, Oklahoma, offers a wide range of services including colocation, public and private cloud options, Network Operations Monitoring (NOC), and more. With 20 years of experience in writing Enterprise Focused Software (EFS) for Fortune 500 companies, the institution also specializes in creating mobile apps. Consultants are available to help solve complex problems, improve efficiencies, and develop concise IT strategies. The institution recently introduced "The D3 Cloud" by DATA3, as well as monitoring services for servers and network devices. They also offer white label datacenter services specifically for Managed Service Providers (MSPs). The data centers, designed by mission-critical engineers, are known for their reliability and high uptime rates, making them among the most secure and optically connected Tier3 facilities in the world.
2448 E 81st St #700, Tulsa, OK 74137, United States -
RoseRock Eyecare - Broken Arrow
● ClosedRoseRock Eyecare in Broken Arrow, Oklahoma is a premier eye care institution dedicated to providing the best comprehensive eye care in a personal setting. Our knowledgeable staff is well-versed in the latest trends in frames and coating options to suit your lifestyle and hobbies. We work with you to understand your vision or medical insurance coverage and offer financial alternatives to ensure you receive the best care possible. At RoseRock Eyecare, we use advanced technology to achieve the best vision and manage ocular diseases. Our mission is to prioritize our patients above all else, and our passionate team is committed to delivering transparent communication and exceptional care. Visit our website to learn more about the RoseRock Eyecare team and our specialty services beyond a normal eye exam.
433 W Stone Wood Dr, Broken Arrow, OK 74012, United States -
Tanner Salyer - State Farm Insurance Agent
● ClosedTanner Salyer - State Farm Insurance Agent is a trusted insurance agency located at 205 West Broadway Street in Anadarko, Oklahoma. Born and raised in Anadarko, Tanner Salyer is proud to protect the community and is dedicated to helping with all insurance needs in Oklahoma. With a team that is committed to providing excellent service, Tanner Salyer can review your coverages and ensure you are properly protected. Investing can be a great way to grow your money over time and prepare for retirement. Tanner Salyer can help you with investing basics to get started. They also offer tips for rural road driving and money management strategies for businesses.
205 W Broadway St, Anadarko, OK 73005, United States -
Merrill Lynch Financial Advisor Dawn M Maslar
● ClosedMerrill Lynch Financial Advisor Dawn M Maslar is a finance institution located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, United States. At Merrill Lynch, understanding your life priorities is at the core of our relationship with you. We believe in creating a personalized plan tailored to you, your family, your goals, and your aspirations. Our team of experienced professionals will work with you to identify and prioritize your most important goals, whether it's planning for retirement, saving for a home, or funding a child's education. Through our Investment Personality Assessment, we aim to understand your investing preferences and customize a financial approach that aligns with your values. We offer tools to help you track changes in your life and goals, ensuring that your financial plan evolves with you. Our mission is to build strong client relationships based on trust and personalized service, supported by the global resources of Merrill. By working with a dedicated Merrill advisor, you will receive personalized investment strategies and access to comprehensive financial solutions from Bank of America. We believe in putting you first, every day, and helping you achieve your financial goals. Let's work together to create a financial approach that reflects your unique needs and priorities.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
Arrow Investment Management
● ClosedArrow Investment Management is a leading financial planning firm located in Oklahoma City, Oklahoma. Our mission is to help clients achieve financial freedom through custom investment, retirement, and goal-based plans. We offer low-fee ETF portfolios tailored to individual goals and interests, as well as lifelong financial planning services to help families generate and preserve wealth. Our team of fiduciary advisors prioritizes ethics and client service, ensuring that all clients receive the respect and diligence they deserve. Our services include financial planning, investment management, estate planning, tax planning, retirement planning, and small business plans. We believe in the importance of working with a CERTIFIED FINANCIAL PLANNERᵀᴹ to reach financial goals, as CFP® professionals undergo rigorous certification processes and adhere to strict ethical standards.
3030 Northwest Expy Suite 300, Oklahoma City, OK 73112, United States -
Retire Happily
● OpenRetire Happily is a leading finance institution located at 2405 South Bryant Avenue in Edmond, Oklahoma. Our mission is to help individuals plan for a secure and fulfilling retirement. Our team of experienced financial advisors offers personalized strategies to help clients achieve their retirement goals. From investment planning to estate planning, we provide comprehensive services to ensure our clients can retire happily. Contact us today to start planning for your future.
2405 S Bryant Ave STE 200, Edmond, OK 73013, United States -
Perissos Private Wealth Management
● ClosedPerissos Private Wealth Management, located at 15310 North May Avenue in Edmond, Oklahoma, is a finance institution dedicated to unifying Financial Planning, Tax Planning, Estate Planning, and professional Investment Management into a seamless experience for clients. Our mission is to empower clients by integrating every facet of their financial lives, from retirement dreams to estate aspirations, strategic tax planning to expert investment management. We have been named one of Oklahoma's Best Financial Advisory Firms in 2023, offering comprehensive wealth management services that bring the Family Office Framework to all clients. Our team of experts collaborates to develop personalized strategies aimed at minimizing tax liabilities, preserving wealth, and achieving long-term financial goals with confidence. With a focus on risk management and long-term growth, we construct diversified portfolios designed to generate consistent returns in varying market conditions. Our partnership with seasoned CPAs ensures the seamless integration of tax planning into your financial strategy. At Perissos, you will work with a Financial Advisor (CFA charterholder) to oversee the financial planning and investment management process, providing you with the depth of training and knowledge needed to navigate the complexities of the financial landscape. Our team, led by founder Brandon, is committed to bridging the gap between financial planning, tax planning, estate planning, and asset management, providing comprehensive private wealth management services tailored to each client's unique goals. Embark on a journey towards financial empowerment with Perissos Private Wealth Management today.
15310 N May Ave, Edmond, OK 73013, United States -
T.C.B Taking Care of Business
● OpenT.C.B Taking Care of Business is a renowned institution located at 105 South Harvard Avenue in Tulsa, Oklahoma, United States. Our mission is to provide top-notch business consulting services to help entrepreneurs and companies thrive in today's competitive market. Our team of experienced professionals offers a wide range of services including business planning, marketing strategies, financial analysis, and more. Whether you are a start-up looking to launch your business or an established company seeking to grow and expand, T.C.B Taking Care of Business is here to help you achieve your goals. Contact us today to schedule a consultation and take your business to the next level.
105 S Harvard Ave, Tulsa, OK 74112, United States -
Tao Private Wealth
● OpenTao Private Wealth is a finance institution located at 1316 East 35th Place in Tulsa, Oklahoma, United States. We offer investment services precisely tailored to your unique aspirations, with a mission to create long-term, reliable wealth built to endure. Our team of experts harnesses data and research to provide high-net-worth and ultra-high-net-worth families with the highest standard of care and discretion. We specialize in fulfilling the complex wealth management needs of our clients, offering comprehensive guidance and integrated planning solutions. Our advanced estate planning and wealth preservation solutions help mitigate tax liabilities and ensure the enduring legacy of your wealth.
1316 E 35th Pl Ste 200, Tulsa, OK 74105, United States -
EVERWEALTH
● ClosedEverwealth is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. We offer customized wealth management solutions to meet your unique goals and objectives, with a mission to help our clients achieve Financial Peace of Mind™. Our holistic approach to wealth management focuses on understanding your personal wealth goals and designing a tailored strategy to achieve them while considering potential outcomes. Founded over 20 years ago, Everwealth was built on the philosophy of providing true consultative wealth management, serving our clients' needs above all else. As an independent Registered Investment Adviser, we provide wealth management, investment supervisory, and pension consulting services. We avoid speculative and unnecessary cost-generating activities, instead emphasizing broad diversification and consistent exposure to global market trends.
4200 E Skelly Dr #350, Tulsa, OK 74135, United States -
Merrill Lynch Financial Advisor Matthew L Monger
● ClosedMerrill Lynch Financial Advisor Matthew L Monger, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a highly experienced wealth management team dedicated to understanding and prioritizing your unique financial goals. Recognized for excellence in the industry, our team, led by Matt Monger, has been named to prestigious lists such as Forbes "Best-in-State Wealth Management Teams" and Barron's "Top 1,200 Financial Advisors." Our mission is centered around putting your interests first and providing personalized wealth management strategies that align with your priorities for today, tomorrow, and the future. We believe in open communication, excellence in portfolio management, and a focus on asset preservation over growth. Our goal is to help you preserve and grow the wealth you've worked hard to build, while also recognizing the greater value in your life beyond financial assets.
6100 S Yale Ave Suite 1500, Tulsa, OK 74136, United States -
Henwich Bookkeeping, Accounting, CFO Services
● ClosedHenwich Bookkeeping, Accounting, CFO Services is a trusted financial institution located at 1216 East Kenosha Street in Broken Arrow, Oklahoma, United States. Specializing in accounting and finance, Henwich is more than just an accounting firm - they are your strategic financial partner for business success. Henwich offers a wide range of digital products and services to streamline your financial operations and fuel your business growth. Whether you are a small business, startup, or entrepreneur, Henwich is dedicated to helping you navigate the complexities of financial management.
1216 E Kenosha St #342, Broken Arrow, OK 74012, United States -
Edward Jones - Financial Advisor: Albert B Collingbourne IV
● OpenEdward Jones - Financial Advisor: Albert B Collingbourne IV is a leading finance institution located at 1503 South Mission Street in Anadarko, Oklahoma, United States. As a trusted financial advisor, Albert B Collingbourne IV provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones - Financial Advisor: Albert B Collingbourne IV is dedicated to providing top-notch financial guidance and support to individuals and families in the Anadarko area.
1503 S Mission St Ste 5, Anadarko, OK 73005, United States -
Venturi Private Wealth
● ClosedVenturi Private Wealth is a finance institution located in Oklahoma City, Oklahoma, United States. We offer sophisticated solutions for business owners, corporate executives, and successful families. Our team provides answers, advice, and education on topics affecting your wealth, including significant wealth events and hiring an estate attorney for your family. We are proud to have been named to WealthManagement.com's RIA Edge 100 List and recognized as one of the top RIA firms in America by Forbes. Our personalized financial plans, tailored investment strategies, and access to private investment opportunities set us apart.
11600 Broadway Ext Suite 200, Oklahoma City, OK 73114, United States -
Jeffrey A Weinstein - Morgan Stanley
● OpenJeffrey A Weinstein - Morgan Stanley is a finance institution located at 2200 South Utica Place in Tulsa, Oklahoma, United States. As a branch of the prestigious Morgan Stanley firm, they offer a wide range of financial services to individuals, families, and businesses. With a team of experienced financial advisors, they provide personalized investment strategies, wealth management solutions, retirement planning, and more. Their mission is to help clients achieve their financial goals and secure their financial future.
2200 S Utica Pl Suite 300, Tulsa, OK 74114, United States -
Merrill Lynch Financial Advisor Robert P. Connor
● ClosedMerrill Lynch Financial Advisor Robert P. Connor is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Bo is dedicated to providing highly customized wealth management strategies and services to a select group of clients, focusing on tax-efficient investment planning, asset preservation, wealth transfer planning, and philanthropic planning. Bo's approach is built on the principles of stewardship, understanding clients' missions, investment discipline, and leadership. His team includes Wealth Management Client Associates and specialists in various areas of wealth management. Bo holds the Chartered Retirement Planning Counselor designation and is a qualified Portfolio Manager. He consistently achieves the Firm's Community Volunteer Honor Roll. Bo's mission is to understand his clients and help them achieve their financial goals. With Merrill Personal Wealth Analysis™, he can create personalized plans centered on clients' goals and priorities. By understanding clients' needs and priorities, Bo can provide comprehensive strategies to turn their financial goals into reality. Through ongoing conversations and assessments, Bo helps clients adapt their financial approach to reflect changes in their lives and goals. He believes that financial success is achieved through thoughtful analysis, personalized solutions, and clear communication. As a Merrill Lynch Wealth Management Advisor, Bo is committed to helping clients navigate the complexities of their financial journey.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States
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