Retirement planning in Bixby, Oklahoma
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New York Life
New York Life, located at 13165 South Memorial Drive, Bixby, Oklahoma, United States, is a reputable insurance agency offering a wide range of permanent policies with guaranteed death benefits and cash value growth. Their long-term coverage options are highly customizable to fit individual needs and budgets, with the ability to invest policy cash values in the market. The institution provides financial support for various needs such as everyday tasks assistance, income replacement due to sickness or injury, college education expenses, and more. With professionally managed investments, low fees, and expert guidance, New York Life helps clients plan for their future financial needs and protect their legacy. The institution also offers insurance solutions for employees, executives, business owners, and small businesses. With a diverse and welcoming workplace, New York Life is committed to making a positive impact on both local and national levels through charitable giving and community engagement. Their mission is to help individuals, families, and communities thrive by providing tailored solutions and support. With a strong history dating back to 1845, New York Life has consistently earned the highest financial ratings and remains accountable to their policy owners. Through their dedication to responsible investing and community service, New York Life strives to make the world a better place for all.
First Harvest Insurance - Ronnie Lutz
First Harvest Insurance - Ronnie Lutz is a health and insurance agency located at 15115 South 76th East Avenue in Bixby, Oklahoma, United States. Founded by wealth managers who understand the importance of a solid insurance foundation, this institution is dedicated to protecting the plans and assets of its clients. At First Harvest Insurance, they believe in safeguarding the things that matter most in life, such as health, income, businesses, homes, and vehicles. They strive to ensure that your hard work and efforts are not wasted in the face of unexpected losses.
Richele Jackson - State Farm Insurance Agent
Richele Jackson - State Farm Insurance Agent is a reputable insurance agency located at 2021 West Houston Street in Broken Arrow, Oklahoma. The agency is conveniently situated in the Oakwood Plaza on the southeast corner of 81st & 145th. Richele Jackson, the proud owner of the agency, opened her business in January of 2021 after earning the opportunity to become a State Farm Agent. With a strong background in the local community, Richele is dedicated to helping customers with their insurance and financial service needs. The agency offers a wide range of insurance products including car insurance, home insurance, life insurance, and more. Richele and her team are committed to providing exceptional customer service to clients in Broken Arrow, Coweta, Tulsa, Jenks, Bixby, Owasso, and surrounding areas. Whether you need assistance with insurance claims, financial planning, or risk management, Richele Jackson - State Farm Insurance Agent is here to help you protect your assets and achieve your goals. Contact us today to learn more about our services and how we can support you in managing the risks of everyday life.
Mark Welty - State Farm Insurance Agent
Mark Welty - State Farm Insurance Agent is an insurance agency located at 5520 South Memorial Drive, Tulsa, Oklahoma, United States. With over 125 years of combined experience, our diverse team is dedicated to helping you insure what is important to you, whether it's your auto, home, renters, business, or life, health, and retirement products. We are licensed in Arkansas, Texas, and Colorado, and serve the Tulsa area and surrounding regions. Our team includes professionals like Karla, a Customer Service Rep with a Bachelor's Degree in Business Administration, Becky, an Office Rep and Claim Liaison, and Destiny, our receptionist and customer service rep licensed in various insurance lines. Jeff is our Business Insurance Guy, specializing in helping small business owners with their insurance needs.
Hoffmann Wealth Management
Hoffmann Wealth Management is a leading finance institution located at 8 East Dawes Avenue in Bixby, Oklahoma, United States. Our team of experienced financial advisors are dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. With a focus on long-term financial success, we offer a range of services including investment planning, retirement planning, estate planning, and more. Trust Hoffmann Wealth Management to provide expert guidance and support on your journey towards financial security and prosperity.
Cory S. Craddock, CPA/PFS, CFP(R)
Cory S. Craddock, CPA/PFS, CFP(R) is a reputable accounting and finance institution located at 13161 South Memorial Drive in Bixby, Oklahoma, United States. With a team of highly qualified professionals, they specialize in providing a wide range of financial services including tax preparation, financial planning, and investment management. Clients can trust Cory S. Craddock, CPA/PFS, CFP(R) to provide expert advice and personalized solutions to help them achieve their financial goals.
Federal Benefits Specialists
Federal Benefits Specialists is a leading finance and insurance agency located in Bixby, Oklahoma. Our team of experts is dedicated to helping individuals navigate the complex world of federal benefits. Whether you need assistance with retirement planning, social security, or insurance coverage, we are here to provide personalized guidance and support. Visit us at 16535 South 97th East Place to learn more about how we can help you secure your financial future.
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