Personal insurance advisor in Tulsa, Oklahoma

Kody Newlin, Bankers Life Agent is an insurance agency located at 7633 East 63rd Place in Tulsa, Oklahoma, United States. As a Unit Sales Manager and Insurance Sales Representative, Kody Newlin and his team offer a wide range of insurance options, including products from Bankers Life and Casualty Company, Colonial Penn Life Insurance Company, and Washington National Insurance Company. One of the key services provided by Kody Newlin, Bankers Life Agent is helping individuals compare Medicare Advantage plans to find the right coverage. Medicare Advantage (Part C) is an all-in-one alternative to Original Medicare Parts A and B, offering similar coverage with the option of prescription drug coverage (Part D). These plans include an annual maximum out-of-pocket limit, and some plans even offer premiums as low as $0 per month.

Kinney Heldermon, Bankers Life Agent is a reputable insurance agency located at 7633 East 63rd Place in Tulsa, Oklahoma, United States. Specializing in providing comprehensive insurance solutions, their team of professionals are dedicated to helping clients protect their assets and secure their financial future. With a focus on personalized service and tailored insurance plans, Kinney Heldermon, Bankers Life Agent is committed to providing top-notch customer care and ensuring peace of mind for their clients. Contact them today to learn more about their insurance offerings and how they can help you achieve your insurance goals.

CUE Financial of Oklahoma is a full-service financial advising institution located at 4141 Northwest Expressway in Oklahoma City. With over 20 years of experience, our team of experienced financial advisors is dedicated to providing personalized financial planning services to clients of all backgrounds and situations. Our services include financial and estate planning, retirement planning, investment management, and insurance. We believe in making high-quality financial planning services accessible to everyone, not just high-net-worth individuals. Our convenient locations in Oklahoma City, Tulsa, and Lawton make it easy for clients to access our workshops and services. Contact CUE Financial of Oklahoma today to start planning for your financial future.

Integrity Financial Services, LLC. is a trusted finance institution located at 2162 East 61st Street in Tulsa, Oklahoma, United States. We specialize in providing a wide range of financial services to individuals and businesses, with a focus on integrity and transparency. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you need assistance with investments, retirement planning, or insurance, we are here to provide personalized solutions tailored to your specific needs. At Integrity Financial Services, LLC., you can trust us to provide expert guidance and support every step of the way.

Utica Capital Management is a leading finance and insurance agency located at 2100 South Utica Avenue in Tulsa, Oklahoma. With a strong reputation for providing exceptional financial services and insurance solutions, Utica Capital Management is dedicated to helping clients achieve their financial goals and protect their assets. Our team of experienced professionals offers personalized guidance and expertise to help clients navigate the complexities of the financial world with confidence. Whether you are looking for investment advice, insurance coverage, or retirement planning, Utica Capital Management is committed to delivering top-tier service and support. Visit us today to learn more about how we can help you secure your financial future.

Fuse Financial Group is a leading finance and insurance agency located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. With a team of experienced professionals, Fuse Financial Group 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, insurance coverage, or retirement planning, Fuse Financial Group is dedicated to providing personalized solutions tailored to your specific needs. Visit us today and let us help you navigate the complex world of finance with confidence.

Thrivent Financial, located at Cityplex Towers in Tulsa, Oklahoma, is a finance institution dedicated to helping individuals achieve their financial goals with confidence. Their team of financial advisors work with clients to create personalized financial plans that prioritize their unique needs and goals. Through their Money Canvas™ virtual coaching service, clients can build healthier money habits at their own pace. Thrivent offers charitable planning options and generosity programs, allowing clients to give back to their communities. As a Fortune 500 organization, Thrivent provides a range of services including advice, investments, insurance, banking, and more. With $162 billion in assets under management/advisement, Thrivent is committed to helping people make the most of their financial resources. Visit Thrivent.com to schedule a free intro appointment with a financial advisor and learn more about their services.

Seasons Financial Group, located at 6964 South 69th East Avenue in Tulsa, Oklahoma, is a finance institution that offers advisory services through SageOak Financial, LLC. As a financial advisor rooted in timeless biblical wisdom and backed by decades of research in financial science, we aim to provide our clients with peace of mind and certainty in managing their investments and financial lives. Seasons Financial Group, a tradename of SageOak Financial, LLC, is dedicated to helping individuals navigate the complexities of financial planning and investment management.

Compass Pointe Financial, LLC is a finance institution located at 4625 East 91st Street in Tulsa, Oklahoma, United States. Specializing in providing comprehensive financial services, Compass Pointe Financial, LLC offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Compass Pointe Financial, LLC is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Catalyst Financial Group is a leading finance and insurance agency located in Tulsa, Oklahoma. Our dedicated team of professionals is committed to providing personalized financial solutions to help individuals and businesses achieve their goals. With a focus on innovation and customer service, Catalyst Financial Group is your trusted partner in navigating the complexities of the financial world. Visit us at 2200 South Utica Place to learn more about how we can help you secure your financial future.

Peak Financial LLC is a leading finance and insurance agency located in the heart of Tulsa, Oklahoma. With a commitment to providing top-notch financial services and personalized insurance solutions, our experienced team of professionals is dedicated to helping our clients achieve their financial goals and secure their future. Whether you are looking for investment opportunities, retirement planning, or insurance coverage, Peak Financial LLC is here to guide you every step of the way. Visit us at 5314 South Yale Avenue and let us help you reach new heights in your financial journey.

Geneos Wealth Management Inc is a finance and insurance agency located at 7233 South 85th East Avenue in Tulsa, Oklahoma, United States. With a team of experienced professionals, Geneos Wealth Management Inc offers a wide range of financial services to help individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or insurance solutions, Geneos Wealth Management Inc is dedicated to providing personalized and comprehensive financial guidance. Visit us today to learn more about how we can help secure your financial future.

Primerica - Andrew Brooks is a finance institution located at 7666 East 61st Street in Tulsa, Oklahoma, United States. Led by the experienced financial advisor Andrew Brooks, this institution offers a wide range of financial services including investments, insurance, and retirement planning. With a focus on providing personalized financial solutions to individuals and families, Primerica - Andrew Brooks is dedicated to helping clients achieve their financial goals and secure their future. Contact them today to schedule a consultation and start on the path towards financial success.

Jason Hoffman is a trusted COUNTRY Financial Agent located at 409 Fretz Avenue in Edmond, Oklahoma. Specializing in finance, health, and insurance services, Jason is dedicated to helping his clients achieve their financial goals and protect their assets. With personalized service and a commitment to excellence, Jason Hoffman is the go-to choice for all your insurance and financial needs in the Edmond area.

Prime Wealth Management - Ameriprise Financial Services, LLC, located at 2431 East 61st Street in Tulsa, Oklahoma, is a finance institution led by David Karimian, who was recognized on the Forbes Top Next-Generation Wealth Advisors list in 2022. They offer personalized investment, asset allocation, and portfolio recommendations tailored to individual goals and risk tolerance. Regular meetings are scheduled to review progress and adjust strategies as life changes. Clients can access their investments and accounts securely from any device. The institution also provides insurance solutions to protect against unexpected events. Ameriprise financial advisors are registered in certain U.S. states and adhere to strict regulations. The initial consultation provides an overview of financial planning concepts, and referrals are welcomed to help others achieve their financial goals. Ameriprise Financial Services, LLC is a member of FINRA and SIPC, ensuring privacy and security for all clients. Contact them today to schedule a complimentary consultation and start planning for a secure financial future.

1522 Financial is a finance institution located at 2250 East 73rd Street in Tulsa, Oklahoma, United States. Our mission is to provide innovative solutions for long-term financial success by understanding your goals and investment allocation through customized solutions and tax planning. Founded in 2022, our firm offers creative and modern financial services to help you achieve your financial objectives. At 1522 Financial, we specialize in working with professionals such as accountants, doctors, business owners, and engineers. We strive to deliver a premium boutique experience with a lower client count and a higher rate of personal service. As a fiduciary, we do not sell products or earn commissions. Instead, we focus on connecting clients with experts in areas such as estate planning, insurance, accounting, and business succession.

Jon Grossi - COUNTRY Financial Representative is a reputable finance and insurance agency located at 8282 South Memorial Drive in Tulsa, Oklahoma. With a commitment to providing personalized and reliable financial services, Jon Grossi helps clients navigate the complexities of insurance and financial planning. Whether you are looking for assistance with retirement planning, investments, or insurance coverage, Jon Grossi is dedicated to helping you achieve your financial goals. With a focus on building long-term relationships with clients, this institution offers expert guidance and support to ensure financial security and peace of mind.

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.

Jason Copass - COUNTRY Financial Agent is a reputable insurance agency located at 8282 South Memorial Drive in Tulsa, Oklahoma. Specializing in finance, health, and insurance services, Jason Copass and his team are dedicated to providing personalized and comprehensive coverage options to meet the unique needs of each client. With a focus on customer satisfaction and building long-lasting relationships, they strive to offer expert advice and top-notch service to ensure peace of mind and financial security for individuals and families. Trust Jason Copass - COUNTRY Financial Agent for all your insurance and financial planning needs.