TOP 30 Best Ok estate planning attorney in Oklahoma City, Oklahoma

Merrill Lynch Financial Advisor Nikole R Lingelbach, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, offers over 20 years of financial services experience to a diverse clientele. Specializing in investments, retirement planning, tax strategies, and estate planning, Nikki is dedicated to providing personalized solutions to each client's unique financial goals. With a focus on multi-generational families, business owners, and corporate executives, Nikki acts as a caring "life advisor" to help clients navigate complex financial decisions. She collaborates with clients' CPAs and attorneys to ensure a comprehensive planning approach. Nikki holds the Chartered Financial Consultant® (ChFC®) designation and the Certified Plan Fiduciary Advisor (CPFA®) designation, demonstrating her commitment to continual learning and expertise in the field. Committed to giving back to her community, Nikki volunteers with non-profits like Allied Arts. Through Merrill Lynch Wealth Management, Nikki offers personalized financial plans tailored to each client's goals and priorities, helping them achieve financial success and security for the future.

Merrill Lynch Financial Advisor Codie Tiffin, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, is dedicated to understanding your values and helping you achieve your financial goals. Through one-on-one conversations, the team gets to know you and your family, helping you plan for your individual lifetimes and legacy. They provide insights, observations, and ideas to assist you in pursuing your financial goals, whether it's for your business, retirement, family, or philanthropic desires. The team works with your estate planning attorney and tax advisor to preserve, protect, and control your wealth. With a focus on trust and personalized service, Merrill Lynch Wealth Management Advisors like Codie Tiffin are committed to building strong client relationships and helping you pursue what matters most to you and your family. They offer personalized financial plans, rooted in understanding your unique priorities and goals, to help you navigate life's changes and achieve your financial objectives. By utilizing tools like the Investment Personality Assessment and staying updated on your life changes, the team ensures that your financial approach aligns with your beliefs and values. Whether you're planning for retirement, saving for a major purchase, or funding a child's education, Merrill Lynch Financial Advisor Codie Tiffin is dedicated to working with you to develop a wealth management approach for the future.

Pinnacle 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.

DAMASIG Financial Group is a comprehensive financial institution located at 3233 East Memorial Road in Edmond, Oklahoma, United States. Specializing in cemetery services, finance, and funeral home services, we provide a range of financial solutions and support for individuals and families during difficult times. Our experienced team is dedicated to helping clients navigate the complexities of financial planning and funeral arrangements with care and professionalism. Visit us today to learn more about how we can assist you in securing your financial future and honoring your loved ones.

Venturi 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.

Edward Jones - Financial Advisor: Levi Smith is a reputable financial institution located at 9222 South Elwood Avenue in Jenks, Oklahoma. As a trusted financial advisor, Levi Smith offers personalized investment strategies and financial planning services to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Levi Smith is committed to providing top-notch financial guidance and support to individuals and families in the Jenks area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Levi Smith is dedicated to helping you make informed decisions and secure your financial future.

Jesse D. Cotney is a reputable finance institution located at 201 South Denver Avenue in Tulsa, Oklahoma, United States. With a strong commitment to providing top-notch financial services, Jesse D. Cotney offers a wide range of financial solutions to meet the needs of individuals and businesses alike. Whether you are looking for investment advice, loan options, or financial planning services, the experienced professionals at Jesse D. Cotney are dedicated to helping you achieve your financial goals. Visit us today and experience the difference that personalized financial guidance can make in your life.

Mike Sturm is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Mike holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Mike's expertise in asset management, investment strategies, retirement planning, estate planning, risk management, and more. As a Certified Military Financial Advisor®, Mike is also trained to serve veterans and active duty military personnel. With a commitment to ethical practices and ongoing education, Mike Sturm is dedicated to providing comprehensive financial planning services to individuals and small business owners in the Tulsa area.

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.

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.

Ledgerwood Steven is a reputable law firm located at 204 North Robinson Avenue in Oklahoma City, Oklahoma. Specializing in various legal services, Ledgerwood Steven is known for their expertise in providing top-notch legal representation and advice to clients in the United States. With a team of experienced lawyers, Ledgerwood Steven is dedicated to serving their clients with professionalism and integrity. Whether you are in need of legal assistance for personal or business matters, Ledgerwood Steven is committed to helping you navigate the complexities of the legal system and achieve the best possible outcome. Contact Ledgerwood Steven today for expert legal counsel you can trust.

SALTA, PLLC is a leading law firm located at 7030 South Yale Avenue in Tulsa, Oklahoma. Our team of experienced attorneys specializes in providing a wide range of legal services to individuals and businesses in the area. From personal injury and family law to estate planning and business litigation, we are dedicated to delivering top-notch legal representation and personalized attention to every client. Contact us today to schedule a consultation and see how we can assist you with your legal needs.

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.

Taxation Solutions & Tax Relief is a reputable institution located at 10601 South Western Avenue in Oklahoma City, Oklahoma, United States. Specializing in accounting, finance, and legal services, our team of experts is dedicated to providing personalized solutions for all of your taxation needs. Whether you are an individual or a business owner, we are here to help you navigate the complex world of taxes and find relief from your financial burdens. Contact us today to learn more about how we can assist you in achieving your financial goals.

James A. Porter CPA, PLLC is a reputable accounting and finance institution located at 15708 North Pennsylvania Avenue in Edmond, Oklahoma. With a team of experienced and knowledgeable professionals, they provide a wide range of services including tax preparation, financial planning, and consulting. Clients can trust in their expertise and dedication to helping them achieve their financial goals. Whether you are an individual or a business owner, James A. Porter CPA, PLLC is committed to providing top-notch service and personalized solutions to meet your specific needs. Contact them today to schedule a consultation and take the first step towards securing your financial future.

Murphy, DesLauriers & Associates LLC is a reputable financial institution located at 32 Southwest 104th Street in Oklahoma City, Oklahoma, United States. With a team of experienced professionals, they offer a wide range of financial services to individuals and businesses, including investment management, financial planning, and retirement planning. Their personalized approach and commitment to excellence make them a trusted partner in helping clients achieve their financial goals.

wjg & Assoc PLLC is a reputable accounting and finance institution located in the heart of Oklahoma City, Oklahoma. With a team of experienced professionals, we provide a wide range of services to our clients, including tax preparation, financial planning, and business consulting. Our commitment to excellence and personalized service sets us apart from the rest. Visit us at 3101 Northwest Expressway to see how we can help you achieve your financial goals.

WatchGuard Tax Services powered by Mayfair Tax, Inc. is a professional institution located at 425 West Wilshire Boulevard, Oklahoma City, Oklahoma, United States. Specializing in accounting, finance, and legal services, our team is dedicated to helping clients with their tax issues. By appointment only, our meeting times are flexible to accommodate your schedule. Most tax issues can be resolved without the need for expensive hourly rates of attorneys. Unless you are facing criminal prosecution or already have a court date set, a tax attorney may not be necessary. WatchGuard Representation Services specialize in providing the expertise needed for tax representation.

Legacy Advisors, LLP is a leading financial advisory firm located at 1050 East 2nd Street in Edmond, Oklahoma. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we offer a wide range of services including investment management, retirement planning, estate planning, and more. At Legacy Advisors, LLP, we are committed to providing our clients with expert guidance and support every step of the way. Contact us today to learn how we can help you build and preserve your legacy.

The Waggoner Company PLLC is a trusted accounting and finance institution located at 105 North Hudson Avenue in Oklahoma City, Oklahoma, United States. With a team of experienced professionals, they provide a wide range of financial services including tax preparation, bookkeeping, and financial planning. Their commitment to excellence and personalized service sets them apart from other firms, making them a top choice for individuals and businesses in need of financial guidance. Visit The Waggoner Company PLLC today to see how they can help you achieve your financial goals.