Senior financial planning in Oklahoma
19 results found
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Empower Seniors, LLC/Michael Hixson
● ClosedEmpower Seniors, LLC/Michael Hixson is a comprehensive finance, health, and insurance agency located at 800 Northeast 63rd Street in Oklahoma City, Oklahoma, United States. Our mission is to empower seniors to make informed decisions about their financial, health, and insurance needs. With a focus on personalized service and expertise, we strive to provide our clients with the resources and support they need to navigate the complexities of senior living. Visit us today to learn more about how we can help you plan for a secure and healthy future.
800 NE 63rd St STE 210, Oklahoma City, OK 73105, United States -
American Senior Benefits: Brad Alexander
● ClosedAmerican Senior Benefits: Brad Alexander is a reputable finance and insurance agency located at 111 West Main Street in Cyril, Oklahoma. Specializing in providing comprehensive financial planning and insurance solutions for seniors, the institution is dedicated to helping older individuals secure their financial future and protect their assets. With a focus on personalized service and a commitment to integrity, American Senior Benefits: Brad Alexander is a trusted partner for seniors looking to navigate the complexities of retirement planning and insurance coverage.
111 W Main St, Cyril, OK 73029, United States -
Edward Jones - Financial Advisor: Lonnie Olson, AAMS™
● ClosedEdward Jones - Financial Advisor: Lonnie Olson, AAMS™ is a trusted financial institution located at 411 South Main Street in Hobart, Oklahoma, United States. Specializing in personal finance and investment management, Lonnie Olson, AAMS™ offers expert advice and guidance to help clients achieve their financial goals. With a focus on personalized service and a commitment to client satisfaction, Edward Jones is dedicated to providing top-notch financial planning services to individuals and families in the Hobart area.
411 S Main St, Hobart, OK 73651, United States -
Edward Jones - Financial Advisor: Jacob M Stewart
● ClosedEdward Jones - Financial Advisor: Jacob M Stewart is a reputable finance institution located at 1300 West Gary Boulevard in Clinton, Oklahoma, United States. As a trusted financial advisor, Jacob M Stewart provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships and providing tailored financial solutions, Edward Jones - Financial Advisor: Jacob M Stewart is committed to helping clients secure their financial future.
1300 W Gary Blvd, Clinton, OK 73601, United States -
Kathy Hayden - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedKathy Hayden is a Financial Advisor at Ameriprise Financial Services, LLC located at 1422 Northwest Sheridan Road, Lawton, Oklahoma, United States. Kathy holds various certifications including 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®. Kathy specializes in providing comprehensive financial planning services for individuals, retirees, small business owners, high net worth clients, seniors, and those planning for retirement. With a strong commitment to ethical practices and continuing education, Kathy is dedicated to helping clients achieve their financial goals and secure their financial future. Contact Kathy Hayden for expert financial advice and personalized wealth management strategies.
1422 NW Sheridan Rd, Lawton, OK 73505, United States -
Merrill Lynch Financial Advisor Alain Verhille
● Closedw you personally, so we can provide you with a financial strategy tailored to your unique goals and priorities. Our team of experienced professionals at Merrill Lynch Financial Advisor Alain Verhille is dedicated to building strong relationships with our clients based on trust and personalized service. Located in Oklahoma City, Oklahoma, our office is equipped to help you navigate the complexities of the financial world and develop a plan to help you achieve your financial goals. Alain R Verhille, a Senior Vice President and Wealth Management Advisor at Merrill Lynch, is a CERTIFIED FINANCIAL PLANNER™ with expertise in wealth accumulation, preservation, and transfer. He works closely with clients to create customized wealth management strategies that address their individual financial needs. Alain is also a Portfolio Manager who can manage investment strategies on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies.
4811 Gaillardia Pkwy, Oklahoma City, OK 73142, United States -
Strong Family Financial
● ClosedStrong Family Financial is a finance, health, insurance agency, and lawyer institution located at 4334 Northwest Expressway, Oklahoma City, Oklahoma, United States. Our mission is to provide financial security through trustworthy experts who create positive financial outcomes for generations, one family at a time. We offer premier retirement planning solutions for Seniors, as well as multiple types of life insurance policies to help cover health care costs. Our team of professionals is dedicated to helping you grow your assets and plan for your future. Whether you need assistance with long term care or general financial planning, Strong Family Financial is here to help. Our customers rave about our exceptional service, professionalism, and dedication to meeting their specific needs. Contact us today to learn more about how we can help you achieve financial security and peace of mind.
4334 Northwest Expy Suite 253, Oklahoma City, OK 73116, United States -
Edward Jones - Financial Advisor: Jason Dick
● OpenEdward Jones - Financial Advisor: Jason Dick is a reputable financial institution located at 1628 South Cincinnati Avenue in Tulsa, Oklahoma, United States. Specializing in providing tailored financial advice and services, Jason Dick and his team are dedicated to helping clients achieve their financial goals and secure their financial future. With a strong focus on personalized service and building long-term relationships with clients, Edward Jones - Financial Advisor: Jason Dick is a trusted partner for individuals and families seeking expert financial guidance.
1628 S Cincinnati Ave, Tulsa, OK 74119, United States -
Steve Wilson Lamphear - Associate Financial Advisor, Ameriprise Financial Services, LLC
● OpenSteve Wilson Lamphear is an Associate Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street in Tulsa, Oklahoma, United States. Steve holds multiple certifications including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more. These certifications demonstrate his expertise in asset management, investment strategies, retirement planning, estate planning, and insurance products. Steve is dedicated to providing personalized financial advice and helping clients make informed decisions to achieve their financial goals. Additionally, Steve specializes in working with domestic partners, seniors, small business owners, and individuals planning for retirement. With a strong commitment to ethical practices and ongoing education, Steve is well-equipped to assist clients with a wide range of financial needs.
5018 E 68th St Fl 1 Ste B, Tulsa, OK 74136, United States -
Craig Marcello - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedCraig Marcello is a Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street, Tulsa, Oklahoma, United States. He holds multiple certifications, including AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, CFA®, CFP®, Certified Fund Specialist, ChFC®, Chartered Financial Consultant®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate his expertise and commitment to providing comprehensive financial planning services to individuals, retirees, small business owners, high net worth clients, and seniors. Craig Marcello is dedicated to helping clients make informed decisions and achieve their financial goals through personalized strategies and expert advice.
5018 E 68th St Fl 1, Tulsa, OK 74136, United States -
Retirement Solutions, LLC
● ClosedRetirement Solutions, LLC is a finance institution located in Oklahoma City, Oklahoma. Our dedicated team specializes in providing personalized retirement planning services to help individuals achieve their financial goals for the future. With a focus on creating customized solutions tailored to each client's unique needs, we are committed to helping our clients navigate the complexities of retirement planning with confidence and peace of mind. Visit us at 9909 South Pennsylvania Avenue to learn more about how we can assist you in securing a financially secure retirement.
9909 S Pennsylvania Ave, Oklahoma City, OK 73159, United States -
Leaders Life Insurance Co
● OpenLeaders Life Insurance Co is a reputable insurance institution located at 8510 South Pennsylvania Avenue in Oklahoma City, Oklahoma, United States. Our dedicated team of professionals is committed to providing top-notch life insurance services to help protect you and your loved ones financially. With a focus on leadership and integrity, we strive to offer personalized insurance solutions tailored to meet your specific needs. Trust Leaders Life Insurance Co to safeguard your future and provide peace of mind for you and your family.
8510 S Pennsylvania Ave, Oklahoma City, OK 73159, United States -
AARK
● ClosedAARK Insurance Agency, located at 601 South I-35 Service Road in Moore, Oklahoma, is your go-to destination for all your insurance needs. Specializing in finding the right insurance plans at great rates, we work tirelessly to ensure your peace of mind. At AARK, we take the hassle out of shopping for insurance by comparing rates from a minimum of six markets to find you the best product at the best price from a reputable insurance company. Whether you're in need of personal lines insurance or specialized coverage for artisan contractors, we've got you covered.
601 S I-35 Service Rd #6726, Moore, OK 73160, United States -
Eunice Khoury Insurance
● ClosedEunice Khoury Insurance, located at 4800 North Mayfair Drive in Oklahoma City, Oklahoma, is more than just an insurance agency. With nearly 30 years of experience, Eunice and her team at Well Preserved Advisory Group are dedicated to helping individuals and families achieve their ideal retirements. From Medicare and long-term care planning to retirement and life insurance needs, Eunice is committed to helping her clients preserve their health, wealth, and freedom to live life on their own terms. In addition to offering insurance services, Eunice has expanded her firm to provide investment guidance and portfolio management to clients in Oklahoma, Arkansas, Texas, and Kansas. As the host of the longest-running senior-focused radio program in Oklahoma, Eunice regularly invites guests who make a difference in seniors' lives to share their knowledge and expertise.
4800 N Mayfair Dr, Oklahoma City, OK 73112, United States -
Matthew Dunkle, Bankers Life Agent
● OpenMatthew Dunkle, Bankers Life Agent is an insurance agency located at 1900 Northwest Expressway in Oklahoma City, Oklahoma, United States. As a Bankers Life agent, Matthew Dunkle specializes in providing insurance products and services to help individuals and families protect their financial future. With a focus on personalized service and expert advice, Matthew Dunkle is dedicated to helping clients find the right insurance solutions to meet their needs. Whether you are looking for life insurance, long-term care insurance, or retirement planning, Matthew Dunkle, Bankers Life Agent is here to help you navigate the complex world of insurance and secure a brighter tomorrow. Contact us today for a consultation and let us help you protect what matters most.
1900 Northwest Expy Ste R-225, Oklahoma City, OK 73118, United States -
Arron Harrison, Bankers Life Agent
● OpenArron Harrison, Bankers Life Agent is an insurance agency located at 1900 Northwest Expressway in Oklahoma City, Oklahoma, United States. Specializing in life insurance, retirement planning, and long-term care coverage, our team of experienced agents is dedicated to helping clients protect their financial futures. With a focus on personalized service and tailored solutions, Arron Harrison, Bankers Life Agent is committed to providing peace of mind and security for individuals and families. Contact us today to learn more about our insurance products and how we can help you plan for the unexpected.
1900 Northwest Expy Ste R-225, Oklahoma City, OK 73118, United States -
Kody Newlin, Bankers Life Agent
● ClosedKody 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.
7633 E 63rd Pl Ste 100, Tulsa, OK 74133, United States -
Kinney Heldermon, Bankers Life Agent
● ClosedKinney 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.
7633 E 63rd Pl Ste 100, Tulsa, OK 74133, United States -
Parman & Easterday
● ClosedWelcome to Parman & Easterday, a trusted institution located at 13913 Quail Pointe Drive in Oklahoma City, Oklahoma, United States. Our team specializes in purpose-driven estate planning, ensuring that your legacy is transformed from a burden to your loved ones to being their hero. Whether you need assistance while you are alive or after you pass, we are here to help. At Parman & Easterday, we provide a comprehensive estate planning and elder law resource center to arm you with the tools and knowledge needed to make confident decisions for your family's future. Our goal is to give you peace of mind and ensure that your loved ones are taken care of.
13913 Quail Pointe Dr Suite B, Oklahoma City, OK 73134, United States
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