Tax advisor services in Oklahoma City, OK
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Edward Jones - Financial Advisor: Judson Johnson, AAMS™
● ClosedEdward Jones - Financial Advisor: Judson Johnson, AAMS™ is a trusted financial institution located at 3023 South Harvard Avenue in Tulsa, Oklahoma. Specializing in finance, they offer expert advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Judson Johnson, AAMS™ provides top-notch financial planning and investment services to individuals and families in the Tulsa area. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Judson Johnson, AAMS™ is dedicated to helping you secure a brighter financial future.
3023 S Harvard Ave E, Tulsa, OK 74114, United States -
Edward Jones - Financial Advisor: Jeffrey A Hutto
● ClosedEdward Jones - Financial Advisor: Jeffrey A Hutto is a reputable finance institution located at 10026 South Mingo Road in Tulsa, Oklahoma, United States. With a focus on providing personalized financial advice and services, Jeffrey A Hutto is dedicated to helping clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Edward Jones - Financial Advisor: Jeffrey A Hutto offers expert guidance and support to help you make informed decisions. Contact them today to schedule a consultation and take control of your financial future.
10026 S Mingo Rd Suite B, Tulsa, OK 74133, United States -
Lonergan Advisors
● ClosedLonergan Advisors is a leading finance institution located at 9315 South Toledo Avenue in Tulsa, Oklahoma, United States. With a team of experienced financial experts, Lonergan Advisors provides a wide range of financial services including investment management, financial planning, and wealth management. Their personalized approach to financial advising ensures that each client receives tailored solutions to meet their individual needs and goals. Trust Lonergan Advisors to help you navigate the complexities of the financial world and secure your financial future.
9315 S Toledo Ave # A, Tulsa, OK 74137, United States -
Jerald Cooperman - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedJerald Cooperman is a Financial Advisor at Ameriprise Financial Services, LLC located at 4765 East 91st Street, Tulsa, Oklahoma, United States. Jerald Cooperman 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®, 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 Jerald Cooperman's expertise in various financial planning areas such as asset management, estate planning, retirement planning, investment management, insurance products, and more. Jerald Cooperman is committed to providing comprehensive and personalized financial advice to individuals, retirees, small business owners, high net worth clients, and those planning for retirement. With a focus on ethics and continuing education, Jerald Cooperman strives to help clients make informed financial decisions and achieve their long-term financial goals.
4765 E 91st St Ste 150, Tulsa, OK 74137, United States -
ASJ Wealth Management - UBS Financial Services Inc.
● OpenASJ Wealth Management - UBS Financial Services Inc. is a prominent finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. As a part of UBS Financial Services Inc., ASJ Wealth Management offers a wide range of financial services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management, retirement planning, and more. Clients can trust ASJ Wealth Management to provide expert financial advice and guidance to help them secure their financial future.
6120 S Yale Ave Suite 1800, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Braden Ward
● ClosedThe Merrill Lynch Financial Advisor Braden Ward institution is located at 6100 South Yale Avenue in Tulsa, Oklahoma, United States. The FHB Wealth Management Group focuses on overseeing the financial matters of affluent multi-generational families, corporate executives, and business owners. With a collaborative approach, the institution provides personalized service like a boutique firm combined with the extensive resources of a global institution. Their team of highly skilled advisors offers tailored wealth management strategies to address both immediate and long-term financial goals. Services include retirement planning, managing stock holdings, tax-efficient wealth transfer methods, and access to Bank of America trust and philanthropic services. The institution is committed to helping clients achieve their financial objectives through personalized investment approaches. The team of experienced individuals at Merrill Lynch Wealth Management Advisors are dedicated to building strong client relationships based on trust and personalized service. The institution believes in the importance of seeking the advice and guidance of an experienced financial advisor to develop a customized wealth management approach for the future. With a focus on the client's unique needs and priorities, the institution aims to help clients stay on track to achieve their financial goals.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service, located at 102 South Green Avenue in Purcell, Oklahoma, offers finance services to help you get your biggest refund. While tax advance loans are not available this year, our Tax Pros are ready to assist you with in-person or drop-off tax preparation. You can also get help with IRS letters and e-signing for your convenience. Book an appointment online or walk in to our office to speak with a Tax Pro who speaks English. Trust Jackson Hewitt when every dollar matters - because it matters who does your taxes™.
102 S Green Ave, Purcell, OK 73080, United States -
Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC
● ClosedJoey 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.
4200 E Skelly Dr Ste 1015, Tulsa, OK 74135, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 2015 South Green Avenue in Purcell, Oklahoma, offers expert tax preparation services to help you get your biggest refund. While tax advance loans are no longer available this year, our Tax Pros are ready to assist you with all your tax needs. Conveniently located inside Walmart, you can drop off your tax documents while you shop and still receive top-notch service. Our Tax Pros are available for in-person appointments, drop-off tax preparation, and assistance with IRS letters. To ensure personalized service, we recommend booking an appointment online or calling (615) 657-5191. Trust the Tax Pros at Jackson Hewitt to maximize your refund, because when every dollar matters, it matters who does your taxes™.
2015 S Green Ave, Purcell, OK 73080, United States -
Hood & Associates CPAs, PC | Tax, Accounting & Financial Services in Catoosa
● ClosedHood & Associates CPAs, PC is a reputable accounting firm offering a wide range of tax, accounting, and financial services in Catoosa, Oklahoma. Located at 2310-C North Old Highway 66, the institution is dedicated to providing expert guidance and support to individuals and businesses in managing their financial affairs. With a team of experienced professionals, Hood & Associates CPAs, PC is committed to delivering top-notch services tailored to meet the unique needs of each client. Whether you need help with tax preparation, bookkeeping, or financial planning, you can trust Hood & Associates CPAs, PC to provide reliable and efficient solutions.
2310-C N Old Hwy 66, Catoosa, OK 74015, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1002 West Taft Avenue in Sapulpa, Oklahoma, United States. Our Tax Pros are ready to help you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and a Tax Pro will handle the rest, including a quick call to review your final return and convenient e-signing. This location is conveniently situated in Walmart, allowing you to get your taxes done while you shop. A Refund Advance loan, which is repaid with your tax refund, was available at select locations until February 11, 2024. We offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Book an appointment online or call us at (615) 488-1319 to reserve time with a Tax Pro. Our Tax Pros speak English and are ready to help you maximize your refund. Trust Jackson Hewitt Tax Service for all your tax needs.
1002 W Taft Ave, Sapulpa, OK 74066, United States -
Merrill Lynch Financial Advisor Robert P. Connor
● ClosedMerrill Lynch Financial Advisor Robert P. Connor is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. Bo is dedicated to providing highly customized wealth management strategies and services to a select group of clients, focusing on tax-efficient investment planning, asset preservation, wealth transfer planning, and philanthropic planning. Bo's approach is built on the principles of stewardship, understanding clients' missions, investment discipline, and leadership. His team includes Wealth Management Client Associates and specialists in various areas of wealth management. Bo holds the Chartered Retirement Planning Counselor designation and is a qualified Portfolio Manager. He consistently achieves the Firm's Community Volunteer Honor Roll. Bo's mission is to understand his clients and help them achieve their financial goals. With Merrill Personal Wealth Analysis™, he can create personalized plans centered on clients' goals and priorities. By understanding clients' needs and priorities, Bo can provide comprehensive strategies to turn their financial goals into reality. Through ongoing conversations and assessments, Bo helps clients adapt their financial approach to reflect changes in their lives and goals. He believes that financial success is achieved through thoughtful analysis, personalized solutions, and clear communication. As a Merrill Lynch Wealth Management Advisor, Bo is committed to helping clients navigate the complexities of their financial journey.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Merrill Lynch Financial Advisor Alan H Ford
● ClosedMerrill 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.
6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1401 North Main Street in Altus, Oklahoma, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended for this year. You can drop off your tax documents and let a Tax Pro handle the rest, with a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. You can book an appointment online, call us at (615) 657-5201, or walk in without an appointment at our office. Trust the Tax Pros at Jackson Hewitt to help you get the most out of your tax return - because when every dollar matters, it matters who does your taxes.
1401 N Main St Ste. 103, Altus, OK 73521, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 2500 North Main Street in Altus, Oklahoma, United States. While our tax advance loans have ended for this year, our team of Tax Pros is ready to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents while you shop and our experts will take care of the rest. Our services include in-person tax preparation, drop-off tax preparation, help with IRS letters, and more. We recommend booking an appointment online or calling us at (615) 457-8411 to reserve time with a Tax Pro. Trust the experts at Jackson Hewitt Tax Service to ensure you get your biggest refund guaranteed.
2500 N Main St, Altus, OK 73521, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 2210 West Gore Boulevard in Lawton, Oklahoma. They specialize in providing tax preparation services to individuals and businesses, helping them navigate the complexities of tax laws and maximize their refunds. With a team of experienced tax professionals, Jackson Hewitt Tax Service is dedicated to providing accurate and efficient tax services to their clients. Whether you need help with filing your annual tax return or managing your tax liabilities, Jackson Hewitt Tax Service is here to assist you every step of the way.
2210 W Gore Blvd Ste 1, Lawton, OK 73501, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a trusted finance institution located at 1002 Northwest Sheridan Road in Lawton, Oklahoma, United States. Specializing in tax services, Jackson Hewitt is dedicated to helping individuals and businesses navigate the complexities of tax preparation and filing. With a team of experienced professionals, Jackson Hewitt provides reliable and efficient tax solutions to ensure clients receive the maximum refund possible. Whether you are a first-time filer or a seasoned taxpayer, Jackson Hewitt Tax Service is committed to providing top-notch financial services to meet your needs.
1002 NW Sheridan Rd, Lawton, OK 73505, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 2015 West Broadway Street in Ardmore, Oklahoma. Specializing in tax preparation services, they offer expert assistance to individuals and businesses in navigating the complex world of taxes. With a team of knowledgeable professionals, Jackson Hewitt Tax Service strives to provide accurate and efficient tax solutions to help clients maximize their returns and minimize their liabilities. Whether you need help with filing your annual tax return or require guidance on tax planning strategies, Jackson Hewitt Tax Service is here to help.
2015 W Broadway St Ste 35A, Ardmore, OK 73401, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1715 North Commerce Street in Ardmore, Oklahoma, United States. They specialize in providing expert tax preparation services to individuals and businesses. With a team of knowledgeable professionals, Jackson Hewitt is dedicated to helping clients maximize their tax refunds and minimize their tax liabilities. Whether you need assistance with filing your annual taxes or navigating complex tax laws, Jackson Hewitt Tax Service is here to help. Trustworthy, reliable, and committed to excellence, Jackson Hewitt is your go-to destination for all your tax needs.
1715 N Commerce St, Ardmore, OK 73401, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1100 South 1st Street in Madill, Oklahoma, United States. They specialize in providing tax preparation services to individuals and businesses, helping clients navigate the complex world of taxes with ease. With a team of experienced professionals, Jackson Hewitt Tax Service is dedicated to helping their clients maximize their refunds and minimize their tax liabilities. Whether you need help filing your annual tax return or require assistance with tax planning, Jackson Hewitt Tax Service is here to help.
1100 S 1st St, Madill, OK 73446, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 1201 West Petree Road in Anadarko, Oklahoma, United States. They specialize in providing expert tax preparation services to individuals and businesses, helping them navigate the complexities of the tax system and maximize their refunds. With a team of knowledgeable professionals, Jackson Hewitt Tax Service is dedicated to providing top-notch customer service and ensuring that clients receive accurate and timely tax assistance. Whether you need help with filing your taxes, understanding tax laws, or planning for the future, Jackson Hewitt Tax Service is here to help.
1201 W Petree Rd, Anadarko, OK 73005, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 3712 West Main Street in Durant, Oklahoma, offers a range of finance services to help you maximize your tax refund. Although tax advance loans are no longer available this year, their Tax Pros are ready to assist you in getting the most out of your return. With convenient options like drop-off tax preparation and e-signing, you can easily fit in your tax appointment while shopping at Walmart. Whether you need help with IRS letters or in-person tax preparation, Jackson Hewitt is here to help. Book an appointment online or call (580) 826-3257 to reserve time with a Tax Pro. Trust in Jackson Hewitt to ensure that every dollar matters when it comes to your taxes.
3712 W Main St, Durant, OK 74701, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 4011 West Highway 70 in Durant, Oklahoma, United States, is a finance institution that specializes in helping individuals with their tax needs. While their tax advance loans have ended for the year, their team of Tax Pros is still ready to assist you in getting your biggest refund possible. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and a Tax Pro will take care of the rest, including a quick call to review your final return and convenient e-signing.
4011 W Hwy 70, Durant, OK 74701, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 109 East Vandament Avenue in Yukon, Oklahoma, United States. Our Tax Pros are dedicated to helping you get your biggest refund, even though our tax advance loans have ended this year. Drop off your tax documents and let our experts take care of the rest, including a quick call to review your final return and convenient e-signing. While Refund Advance loans are no longer available this year, our Tax Pros are still here to assist you with in-person tax preparation, drop-off tax preparation, and help with IRS letters. Book an appointment online or give us a call at (423) 528-0733 to reserve time with a Tax Pro at our 109 E. Vandement Ave office. Walk-ins are also welcome. Trust the Tax Pros at Jackson Hewitt to help you make every dollar count - because when every dollar matters, it matters who does your taxes™.
109 E Vandament Ave, Yukon, OK 73099, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service located at 7800 Northwest Expressway in Oklahoma City, Oklahoma, United States, offers expert tax services for individuals and businesses. While tax advance loans are no longer available this year, our Tax Pros are still here to help you maximize your refund. Conveniently located inside Walmart, you can drop off your tax documents and have a Tax Pro take care of the rest, including a quick review and e-signing. Our team speaks English and is ready to assist with in-person or drop-off tax preparation, as well as help with IRS letters. Schedule an appointment online or by calling (615) 499-5006 to ensure you get the most out of your tax return. Trust Jackson Hewitt for all your tax needs - because when every dollar matters, it matters who does your taxes™.
7800 Northwest Expy, Oklahoma City, OK 73132, United States -
Kettler Tax & Accounting
● ClosedKettler Tax & Accounting is a reputable institution located at 212 Czech Hall Road in Tuttle, Oklahoma, United States. Specializing in accounting and finance services, our team of experienced professionals is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy and efficiency, we strive to help our clients navigate the complexities of tax laws and financial planning. Trust Kettler Tax & Accounting for all your accounting and financial needs.
212 Czech Hall Rd, Tuttle, OK 73089, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service, located at 7333 Northwest 23rd Street in Bethany, Oklahoma, is a finance institution dedicated to helping individuals maximize their tax refunds. While their tax advance loans have ended for the year, their team of Tax Pros is still available to assist you in getting the most out of your return. Their services are perfect for those with busy lives, as you can simply drop off your tax documents and let a Tax Pro handle the rest. They will even give you a quick call to review your final return and offer convenient e-signing options. While Refund Advance loans are no longer available this year, Jackson Hewitt Tax Service did offer Early Refund Advance and No Fee Refund Advance options at select locations during specific timeframes.
7333 NW 23rd St, Bethany, OK 73008, United States -
Jackson Hewitt Tax Service
● ClosedJackson Hewitt Tax Service is a finance institution located at 6100 West Reno Avenue in Oklahoma City, Oklahoma, United States. Our Tax Pros are ready to help you maximize your refund, even though our tax advance loans have ended this year. You can drop off your tax documents and have a Tax Pro take care of the rest, with a quick call to review your final return and convenient e-signing. Located inside Walmart, you can get your taxes done while you shop, with a guaranteed biggest refund. Refund Advance loans are no longer available this year, but we offer appointments for in-person tax preparation, drop-off tax preparation, and assistance with IRS letters. Schedule an appointment online or call us at (615) 610-7387 to reserve time with a Tax Pro. Our expert Tax Pros at this location speak English and are committed to ensuring that every dollar matters when it comes to your taxes.
6100 W Reno Ave, Oklahoma City, OK 73127, United States -
Harris Tax and Accounting PC
● ClosedHarris Tax and Accounting PC is a reputable accounting and finance institution located in Oklahoma City, Oklahoma. With a convenient address at 3736 Northwest 50th Street, the institution offers a wide range of services including tax preparation, financial planning, bookkeeping, and consulting. The team of experienced professionals at Harris Tax and Accounting PC is dedicated to providing top-notch financial solutions to individuals and businesses in the area. Whether you need help with tax filing or managing your finances, you can trust Harris Tax and Accounting PC to deliver reliable and efficient services.
3736 NW 50th St, Oklahoma City, OK 73112, United States -
Polston Tax Resolution & Accounting
● ClosedPolston Tax Resolution & Accounting, located in Oklahoma City, is your one-stop shop for all your tax needs. With 100 years of combined tax industry experience, our team of professionals will work to find the best resolution for your unique situation. Specializing in tax resolution and accounting services, we offer comprehensive tax help in Oklahoma City. Our veteran tax team is highly knowledgeable in Tax Law and can negotiate with the IRS on your behalf. We provide custom tax relief solutions, including working with highly regulated industries such as oil & gas. Whether you need help with IRS audits, innocent spouse relief, penalty abatement requests, or appeals, our experienced tax professionals are here to assist you every step of the way.
201 NW 63rd St #200, Oklahoma City, OK 73116, United States
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