Tailored financial plans in Tulsa, Oklahoma

Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 4200 East Skelly Drive in Tulsa, Oklahoma, United States. Joey Small 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®. These certifications demonstrate expertise in various areas of financial planning, wealth management, estate planning, retirement planning, and more. Joey Small is committed to providing personalized and comprehensive financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethical practices and continuing education, Joey Small aims to help clients achieve their financial goals and secure their financial future.

Daniel Bickerstaff is a Financial Advisor at Ameriprise Financial Services, LLC located at 5018 East 68th Street, Tulsa, Oklahoma, United States. Daniel 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®, Chartered Financial Analyst®, CFP®, Certified Fund Specialist, ChFC®, 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 Daniel's expertise in various aspects of finance including asset management, estate planning, retirement planning, investment management, and more. Daniel is dedicated to providing personalized financial advice to individuals, retirees, small business owners, and high net worth clients. Contact Daniel Bickerstaff for comprehensive financial planning services tailored to your specific needs.

David C. Ellis - UBS Financial Services Inc. is a reputable finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. With a strong focus on providing top-notch financial services, the institution is known for its expertise in wealth management, investment strategies, and financial planning. Clients can expect personalized solutions tailored to their individual needs and goals, backed by the resources and global reach of UBS. Whether you are looking to grow your assets, plan for retirement, or secure your financial future, David C. Ellis - UBS Financial Services Inc. is dedicated to helping you achieve your financial objectives.

Merrill Lynch Financial Advisor Steve M Jelley, located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States, offers personalized financial services to help clients navigate the complexities of the global investing landscape. With a team of experienced professionals supported by the global resources of Merrill, the institution is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from prestigious financial industry publications such as Barron's, Forbes, and Financial Times, showcasing their commitment to exemplary client service. Merrill Personal Wealth Analysis™ is used to create personalized plans centered on individual goals and aspirations. The institution understands that life and financial markets are constantly evolving, and they aim to help clients stay on track to achieve their goals by regularly reviewing and adjusting financial approaches. With a focus on getting to know clients personally and understanding their priorities, Merrill Lynch Wealth Management Advisors work to create customized investment approaches tailored to individual needs and objectives. By offering personalized investment strategies and access to comprehensive financial solutions from Bank of America, Merrill Lynch Financial Advisor Steve M Jelley is dedicated to helping clients live their best financial lives.

Merrill Lynch Financial Advisor Ashton C Gunter is a finance institution located at One Warren Place in Tulsa, Oklahoma, United States. The institution, part of CPL Wealth Management & Associates, has been named to the Forbes "Best-in-State Wealth Management Teams" list. The team of talented and experienced individuals is dedicated to building strong client relationships based on trust and personalized service. They provide sophisticated and highly customized financial strategies for clients with significant wealth, focusing on wealth preservation, transfer, retirement planning, and more. The team works with corporate executives, business owners, non-profits, and affluent families to foster lasting wealth from generation to generation. They believe in a goals-based approach, tailored to each client's aspirations and priorities. With access to the investment insights of Merrill and banking solutions from Bank of America, they help clients develop financial plans to address their needs. The team is committed to helping clients pursue their goals, providing personalized investment strategies and comprehensive financial solutions. They offer tools such as Merrill Personal Wealth Analysis™ to build personalized plans centered on individual goals. The institution is dedicated to helping clients navigate the complexities of their financial lives, offering guidance and support every step of the way.

Merrill Lynch Financial Advisor Mark P Ingram is a leading financial institution located at 6100 South Yale Avenue in Tulsa, Oklahoma. As a trusted name in the finance industry, Mark P Ingram offers expert financial advice and services to help individuals and businesses achieve their financial goals. With a commitment to excellence and a focus on personalized service, clients can trust Merrill Lynch Financial Advisor Mark P Ingram to provide tailored solutions to meet their unique needs. Whether you are looking to invest, plan for retirement, or manage your wealth, Mark P Ingram and his team are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

The Bryan Johnson Group - UBS Financial Services Inc. is a finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. With a focus on providing comprehensive financial services, the institution offers personalized investment strategies, wealth management, retirement planning, and more. The team at The Bryan Johnson Group is dedicated to helping clients achieve their financial goals through expert advice and tailored solutions. Whether you are looking to grow your wealth, plan for the future, or navigate complex financial decisions, The Bryan Johnson Group is committed to guiding you every step of the way.

Merrill Lynch Financial Advisor James C Aldag is a prestigious finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution is proud of its advisors who have received recognition from various financial industry publications. The team at Merrill is dedicated to providing exemplary client service and personalized financial solutions. With access to the global resources of Merrill, the team is committed to building strong client relationships based on trust and tailored service. The institution offers a range of financial services, including credit services through Bank of America, N.A. The advisors at Merrill Lynch Wealth Management focus on understanding each client's unique needs, goals, and priorities to create a personalized financial plan. By listening carefully and asking thoughtful questions, the team helps clients manage investment risk and pursue their financial goals. The institution believes in the importance of ongoing communication and collaboration to help clients stay on track towards achieving their goals. The team at Merrill Lynch Wealth Management is dedicated to helping clients navigate the complexities of their financial lives and build a customized investment approach that aligns with their needs and aspirations. Whether clients are planning for retirement, saving for a major purchase, or funding their children's education, the team at Merrill is there to provide guidance and support every step of the way. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor James C Aldag is committed to helping clients achieve their financial goals and live their best financial life.

Merrill Lynch Financial Advisor Ivan Williams is located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Ivan Williams began his financial services career in 2009 and is dedicated to helping clients build a wealth management strategy tailored to their individual needs. With a focus on delivering a comprehensive approach to managing wealth, Ivan listens carefully to clients and helps them make informed decisions as they develop their financial strategy. Supported by the global resources of Merrill Lynch, Ivan's team is committed to building strong client relationships based on trust and personalized service. As a Merrill Lynch Wealth Management Advisor, Ivan prioritizes understanding what matters most to each client and works to design and implement a personalized plan to help them pursue their financial goals while managing investment risk.

Merrill Lynch Financial Advisor Steve L Udrisky is a reputable finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Specializing in global investing, the institution warns of risks associated with foreign taxation, currency fluctuation, and political instability. They offer personalized financial advice and investment strategies tailored to individual needs and goals. Recognized by prestigious publications such as Barron's and Forbes, their team is committed to providing exemplary client service. With access to the global resources of Merrill, they aim to build strong client relationships based on trust and personalized service. The institution offers services such as Merrill Personal Wealth Analysis™ to help clients achieve their financial goals. Certified by various financial institutions, Merrill Lynch Financial Advisor Steve L Udrisky ensures that clients receive expert advice and guidance to navigate the complexities of the financial markets and achieve their financial objectives.

Merrill Lynch Financial Advisor Alan H Ford, located at 6100 South Yale Avenue in Tulsa, Oklahoma, is a finance institution that specializes in overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners. The FHB Wealth Management Group offers personalized service in a boutique-like setting, coupled with the extensive resources of a global institution. With over half a century of experience, the team at FHB Wealth Management Group crafts tailored wealth management strategies to address both immediate and long-term financial goals. Their services include retirement planning, managing concentrated stock holdings, tax-efficient wealth transfer methods, and access to trust and philanthropic services. The team of highly skilled advisors at Merrill Lynch is dedicated to providing innovative strategies to safeguard and grow assets, create diverse portfolios, and leverage market opportunities. Clients can expect personalized attention and guidance to help them achieve their financial objectives. With a focus on building strong client relationships based on trust, Merrill Lynch Wealth Management Advisors work with clients to develop customized investment approaches to address their unique needs and goals. The team at Merrill Lynch encourages clients to seek the advice of experienced financial advisors to help navigate life's financial complexities and build a secure financial future.

Merrill Lynch Financial Advisor Edna Hird is a finance institution located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. Supported by the global resources of Merrill, Edna's team is dedicated to building strong client relationships based on trust and personalized service. The team offers wealth planning, portfolio management, retirement income strategies, residential lending, education funding, insurance services, trust services, and banking through Bank of America, N.A. With over 50 years of combined experience, the team at Merrill Lynch Wealth Management is committed to helping clients preserve, grow, and distribute their wealth in alignment with their goals and risk tolerance. They work closely with clients to develop personalized, strategic advice to help them achieve their financial objectives. The team believes in prioritizing the goals and aspirations of their clients, offering customized investment approaches, and providing comprehensive financial solutions. They are dedicated to helping clients navigate the complexities of their financial lives and stay on track to reach their goals. With a focus on personalized service and tailored investment strategies, Merrill Lynch Financial Advisor Edna Hird is committed to helping clients achieve their financial aspirations.

Thomas A Hunt - Financial Advisor at Ameriprise Financial Services, LLC, located at 5018 East 68th Street in Tulsa, Oklahoma, offers a wide range of financial services to individuals seeking expert advice on asset management, retirement planning, estate planning, and investment opportunities. Thomas A Hunt holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in the field. With a focus on ethical practices and comprehensive knowledge of fiduciary responsibilities, clients can trust Thomas A Hunt to provide tailored financial solutions to meet their unique needs. Whether you are a retiree, small business owner, high net worth individual, or someone planning for retirement, Thomas A Hunt can help you navigate the complex world of finance with confidence and peace of mind. Contact Thomas A Hunt - Financial Advisor at Ameriprise Financial Services, LLC today for personalized financial advice and guidance.

Tax Planning Associates LLC is a reputable accounting and finance institution located in Tulsa, Oklahoma, United States. With a team of experienced professionals, we provide expert tax planning and financial services to individuals and businesses. Our goal is to help our clients navigate the complex world of taxes and finances, ensuring they maximize their savings and minimize their liabilities. Whether you need assistance with tax preparation, retirement planning, or investment strategies, Tax Planning Associates LLC is here to help. Trust us to provide personalized solutions tailored to your specific needs and goals.

BluePrint Risk is a reputable insurance agency located at 4138 South Harvard Avenue in Tulsa, Oklahoma. With a team of experienced professionals, we specialize in providing comprehensive insurance solutions tailored to meet the unique needs of our clients. Whether you are looking for personal, commercial, or specialty insurance coverage, we are here to help you navigate the complex world of risk management. Our commitment to excellence and customer satisfaction sets us apart as a trusted partner in protecting what matters most to you. Contact us today to learn more about how BluePrint Risk can provide you with peace of mind and financial security.

Pathway Credit is a finance institution located at 6967 East 71st Street in Tulsa, Oklahoma, United States. We specialize in providing various financial services to help individuals and businesses achieve their financial goals. Our team of experienced professionals is dedicated to offering personalized solutions tailored to each client's unique needs. Whether you are looking for assistance with loans, investments, or credit management, Pathway Credit is here to help guide you on the path to financial success.

Burkholder Wealth Management is a leading finance institution located in Tulsa, Oklahoma. Situated at 5014 East 101st Street, Burkholder Wealth Management offers expert financial planning and investment services to help clients achieve their financial goals. With a team of experienced professionals, Burkholder Wealth Management provides personalized strategies tailored to each client's unique needs. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Burkholder Wealth Management is dedicated to helping you secure a prosperous financial future.

Balanced Bookkeeping & Accounting LLC is a trusted institution located at 1701 South Main Street in Broken Arrow, Oklahoma, United States. Specializing in accounting and finance, we offer comprehensive bookkeeping services tailored to our client's needs. Our dedicated team of accounting professionals provide excellent business accounting services to help small businesses grow. Our professional tax accountants take the stress out of taxes by providing accurate small business and individual income tax preparation, along with timely business quarterly tax preparation services. We also offer exceptional payroll services, ensuring accurate payroll and timely payroll tax reporting to keep your small business in compliance with payroll procedures.

World Finance is a renowned financial institution located at 2212 East 61st Street in Tulsa, Oklahoma, United States. Specializing in providing a wide range of financial services, World Finance is dedicated to helping individuals and businesses achieve their financial goals. With a team of experienced professionals, World Finance offers personalized solutions tailored to meet the unique needs of each client. Whether you are looking for personal loans, insurance, or investment advice, World Finance is committed to providing top-notch service and expertise to help you secure a stable financial future. Visit us today to learn more about how we can assist you in managing your finances effectively.

Jackson Hewitt Tax Service is a finance institution located at 255 South Lewis Avenue in Tulsa, Oklahoma, United States. With a team of experienced tax professionals, Jackson Hewitt offers a range of tax services to help individuals and businesses navigate the complexities of tax preparation. Whether you need assistance with filing your taxes, maximizing deductions, or resolving tax issues, Jackson Hewitt is dedicated to providing reliable and efficient financial solutions tailored to your specific needs. Trust Jackson Hewitt Tax Service to handle all your tax-related concerns with professionalism and expertise.

Vision Care Direct of Oklahoma is a leading health insurance agency located in Tulsa, Oklahoma. We specialize in providing comprehensive vision care coverage to individuals and families in the area. Our team of experienced professionals is dedicated to helping our clients find the right vision insurance plan that meets their needs and budget. With a focus on quality care and excellent customer service, Vision Care Direct of Oklahoma is committed to ensuring our clients have access to the best eye care services available. Visit us at 1209 South Frankfort Avenue to learn more about our insurance plans and how we can help you protect your vision health.

Ron Henderson: Allstate Insurance is a reputable insurance agency located at 8741A South Lewis Avenue in Tulsa, Oklahoma. With a focus on providing reliable insurance solutions to individuals and businesses, this institution offers a wide range of insurance products such as auto, home, life, and business insurance. The experienced team at Ron Henderson: Allstate Insurance is dedicated to helping clients find the right coverage to protect what matters most to them. Whether you are looking for personalized insurance advice or assistance with filing a claim, you can trust this agency to provide exceptional service and support. Visit Ron Henderson: Allstate Insurance today to secure your peace of mind and financial security.

Farmers Insurance - Brandon Whinery is a local insurance agency located at 4717 South Mingo Road in Tulsa, Oklahoma, United States. As a Farmers® agent, Brandon Whinery helps customers identify the insurance coverage that best fits their needs, whether it's auto, home, renters, business insurance, and more. With over 80 years of experience, Farmers Insurance provides reliable coverage for your most valuable possessions, including your home, car, and personal belongings. Brandon Whinery can also assist with life insurance, renters insurance, condo insurance, and business insurance. Additionally, Farmers Insurance offers options for recreational insurance, such as coverage for motorcycles, boats, ATVs, and more. For those looking to secure their financial future, Farmers Insurance and Financial Services can help build a solid financial plan. Contact Brandon Whinery at the agency in Tulsa for personalized insurance solutions tailored to your unique needs.

Davison Accounting, located at 7233 South 85th East Avenue in Tulsa, Oklahoma, is a trusted institution specializing in accounting and finance services. With a focus on personalized service, they offer a range of services including Individual and Corporate Income Tax Preparation, Accounting, Business and Financial Consulting, and Tax Debt Negotiation. At Davison Accounting, clients can expect professional service in a relaxed atmosphere at reasonable prices. The team's care and concern for clients' issues are evident in their approach to finding simple solutions to complex problems. With over 60 years of combined experience in income, employment, real estate, and state and local taxes, the team at Davison Accounting is well-equipped to handle a variety of financial matters.

Randall Young - State Farm Insurance Agent is a health insurance agency located at 6130 South Memorial Drive in Tulsa, Oklahoma, United States. Centrally located next to Ziggi's Coffee and across from Hooters, we are dedicated to helping you protect and grow your assets with insurance and financial service products. Our services include auto insurance, homeowners insurance, renters insurance, business insurance, and life insurance options tailored to fit your family and business needs. Randall Young has been a State Farm associate since 1991 and is highly educated and involved in the community. Our team is diverse in age, experiences, and interests, with over 25 years of industry experience ready to help you navigate the world of insurance. Whether you're in Tulsa, Broken Arrow, Jenks, Bixby, Sand Springs, or Owasso, we offer free insurance quotes with discounts.

Anita Ewing - State Farm Insurance Agent is a trusted insurance agency located at 10021 South Yale Avenue in Tulsa, Oklahoma. With over 60 years of combined insurance experience, we specialize in providing personalized service for Car Insurance, Homeowner’s Insurance, Renter’s Insurance, Life Insurance, and Business Insurance in Tulsa, Bixby, and Jenks. Our office is conveniently located near shopping and restaurants, making it easy for you to stop by and discuss your insurance needs. Our team is dedicated to building strong relationships with our customers and assisting with relocations to the Tulsa area. We understand the importance of protecting your assets and loved ones, which is why we offer a range of insurance products tailored to your specific needs. Whether you are looking to insure your home, car, or business, we are here to help guide you through the process.

Melia Advisory Group is a leading finance institution located at 5424 South Memorial Drive in Tulsa, Oklahoma, United States. Our team of experienced financial experts provides comprehensive advisory services to help clients achieve their financial goals. Whether you are looking for investment guidance, retirement planning, or wealth management strategies, Melia Advisory Group is here to help. With a focus on personalized service and tailored solutions, we are committed to helping our clients succeed in their financial endeavors. Contact us today to learn more about how we can assist you in reaching your financial objectives.

H&R Block is a renowned accounting and finance institution located at 7140 South Memorial Drive in Tulsa, Oklahoma, United States. With a team of experienced professionals, H&R Block offers a wide range of financial services including tax preparation, financial planning, and bookkeeping. Whether you are an individual or a business, H&R Block is dedicated to providing expert guidance and support to help you achieve your financial goals. Visit us today to experience top-notch financial services tailored to meet your specific needs.

Gardner's Tax Services is a reputable accounting and finance institution located at 5618 South Mingo Road in Tulsa, Oklahoma, United States. With a team of experienced professionals, Gardner's Tax Services offers a wide range of tax services to individuals and businesses. Whether you need help with tax preparation, planning, or consulting, their knowledgeable staff is dedicated to providing personalized and efficient solutions to meet your financial needs. Trust Gardner's Tax Services to handle your taxes with precision and expertise.

International Insurance Brokers, LTD is a renowned insurance agency located at 401 South Boston Avenue in Tulsa, Oklahoma. With a strong presence in the United States, this institution specializes in providing comprehensive insurance solutions to clients worldwide. Whether you are looking for coverage for your home, business, or personal assets, International Insurance Brokers, LTD offers tailored policies to meet your specific needs. Their team of experienced brokers is dedicated to providing exceptional customer service and ensuring that you have the peace of mind knowing that your assets are protected. Contact International Insurance Brokers, LTD today for all your insurance needs.