TOP 10 Tax planning in Tulsa, OK
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The Advancement Group
● ClosedThe Advancement Group is a reputable finance institution located at 7315 South Lewis Avenue in Tulsa, Oklahoma, United States. With a commitment to helping individuals and businesses achieve their financial goals, The Advancement Group offers a wide range of financial services including investment management, wealth planning, and retirement solutions. Our team of experienced professionals provides personalized guidance and support to clients, ensuring they make informed decisions to secure their financial future. Visit us at The Advancement Group to learn more about how we can help you advance towards your financial goals.
7315 S Lewis Ave, Tulsa, OK 74136, United States -
Integrated Financial
● OpenIntegrated Financial is a finance institution located at 15 West 6th Street in Tulsa, Oklahoma, United States. Led by Managing Principal Michael, who has over four decades of experience working with professionals in legal, tax, financial, and accounting fields, Integrated Financial provides unparalleled service and resources to address estate, financial, and business planning challenges. The institution collaborates with New York Life to offer a wide range of financial services to individuals, entrepreneurs, companies, and foundations. The team at Integrated Financial is dedicated to helping clients gain clarity and insight into their vision and goals, whether for themselves, their families, businesses, or communities. The institution is not owned or operated by Eagle Strategies LLC or its affiliates. In addition to financial planning services, Integrated Financial is actively involved in the community, with Michael and his team members serving on various boards and committees for organizations such as The University of Tulsa, Junior Achievement, and The American Cancer Society. The team includes professionals like Kirk, a financial advisor with extensive experience in estate planning, investment advisory, and wealth management services. Kirk is a Member Agent of The Nautilus Group® and holds designations like CLU® and ChFC® from the American College.
15 W 6th St, Tulsa, OK 74119, United States -
Northwestern Mutual
● OpenNorthwestern Mutual is a renowned finance and insurance agency located at 9 East 4th Street in Tulsa, Oklahoma, United States. They are dedicated to helping individuals and businesses achieve financial security through their comprehensive range of insurance and investment products. With a strong reputation for reliability and customer service, Northwestern Mutual is a trusted partner in planning for the future and protecting what matters most.
9 E 4th St, Tulsa, OK 74103, United States -
Better Coverage Consultants
● ClosedBetter Coverage Consultants is an insurance agency located at 6846 South Canton Avenue in Tulsa, Oklahoma, United States. Our focus is on helping self-employed individuals and small business owners save money on health insurance while still receiving great benefits. We have access to plans that are not available to brokers, allowing us to lower your premiums by up to 40% and offer national PPO coverage with zero deductibles. With over thirty years of experience as a business owner with a healthcare background, we are dedicated to guiding you through the maze of health insurance options available. We are licensed in multiple states and can customize plans to fit your individual or company needs.
6846 S Canton Ave, Tulsa, OK 74136, United States -
State Farm: Ron Lockney
● ClosedState Farm: Ron Lockney is a health insurance agency located at 2828 East 91st Street in Tulsa, Oklahoma. Serving the Tulsa Area since 1973, we welcome State To State Insurance relocations and have licensed staff to assist you. Bundle your home and auto policies to save money, and receive free quotes on Auto Insurance and Home Insurance. We offer car and homeowners quotes in the Tulsa, Broken Arrow, Sapulpa, and Bixby areas. Our institution provides low prices on auto and renters insurance, with a focus on personalized service for our valued customers. Stop by for your personal price plan and let us show you how much we appreciate serving you. If you're caught drunk driving, the consequences can be severe. Follow our tips to avoid the dangers of drinking and driving. When buying a new or used car, it's important to do your research on vehicles, loan rates, and car prices to make a confident purchase. Wondering if you need GAP insurance when financing a car? Find out in our informative article.
2828 E 91st St, Tulsa, OK 74137, United States -
Daily Family YMCA of Bixby
● ClosedThe Daily Family YMCA of Bixby is a gym and health institution located at 7910 East 134th Street South in Bixby, Oklahoma, United States. Our facility offers a Play & Learn Childcare service while you work out, ensuring that your children are taken care of. We have 3 Group Exercise Studios equipped with top-of-the-line equipment and experienced instructors. Personal Training and Small Group Training sessions are also available for those looking for more personalized fitness guidance. Our dedicated staff are committed to upholding the core values of Caring, Honesty, Respect, and Responsibility, creating a welcoming environment where everyone can strive to be their best selves. Our mission is to promote healthy spirit, mind, and body for all through programs that incorporate Christian principles. The YMCA of Greater Tulsa is a 501(C)(3) Non-Profit Organization, making donations tax-exempt. FEIN: 73-0579269.
7910 E 134th St S, Bixby, OK 74008, United States -
Dustin Bass - State Farm Insurance Agent
● ClosedDustin Bass - State Farm Insurance Agent is located at 8920 South Delaware Avenue in Tulsa, Oklahoma, United States. As an insurance agency, we are here to help you review your coverage as we enter the spring season with wild weather possibilities. Teaching your children good saving habits and budgeting skills is important for their future financial well-being. We can also assist you with information on annuities and retirement planning. Please remember not to share sensitive personal information with us for your protection. Our services include life insurance, annuities, and deposit products offered by U.S. Bank National Association. We also provide information on credit cards issued by U.S. Bank National Association. Rocket Mortgage, LLC is also available for mortgage services. State Farm VP Management Corp. is a separate entity from State Farm entities providing banking and insurance products. Please note that investing involves risk and it is advisable to consult a tax or legal advisor for personalized advice. Contact us at (918) 518-6700 if you are having difficulty navigating our website.
8920 S Delaware Ave, Tulsa, OK 74137, United States -
Vickie L Ford, Financial Services Professional - Financial Diagnostics Group
● OpenVickie L. Ford, Financial Services Professional - Financial Diagnostics Group, located at 2431 East 61st Street in Tulsa, Oklahoma, is an insurance agency dedicated to serving professional advisors and helping individuals achieve a lifetime of financial wellness. With a team of dedicated professionals, FDG understands the challenges of planning for the future and aims to support clients through every stage of life. Agents Michael W. McConnell and Vickie Ford are licensed to sell insurance through New York Life and other independent unaffiliated insurance companies in multiple states. They also offer securities products and services through NYLIFE Securities LLC. Additionally, Michael W. McConnell is registered as an investment adviser representative with Eagle Strategies LLC, providing advisory services in several states. Please note that neither Financial Diagnostics Group nor New York Life provide tax, legal, or accounting advice. It is recommended to consult with a professional in these areas for personalized guidance.
2431 E 61st St #650, Tulsa, OK 74136, United States -
Sweet's Resolutions
● ClosedSweet's Resolutions is a reputable accounting and finance institution located at 1333 North Utica Avenue in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to providing top-notch financial services and solutions to individuals and businesses in the area. Whether you need help with tax preparation, financial planning, or bookkeeping, we are here to assist you every step of the way. Trust Sweet's Resolutions for all your accounting and finance needs.
Creative Suites, 1333 N Utica Ave, Tulsa, OK 74110, United States -
Maxii Services
● ClosedMaxii Services is a reputable accounting and finance institution located at 1312 South Garnett Road in Tulsa, Oklahoma. With a team of experienced professionals, we offer a wide range of financial services to individuals and businesses. Our services include tax preparation, bookkeeping, financial planning, and more. At Maxii Services, we are committed to providing our clients with top-notch financial solutions tailored to their specific needs. Visit us today to see how we can help you achieve your financial goals.
1312 S Garnett Rd suite e, Tulsa, OK 74128, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 1871 South Sheridan Road in Tulsa, Oklahoma, United States. With a reputation for excellence in tax preparation and financial services, H&R Block offers expert guidance and support to individuals and businesses alike. Whether you need assistance with tax planning, bookkeeping, or investment strategies, the professionals at H&R Block are dedicated to helping you achieve your financial goals. Visit their office today to experience their top-notch services firsthand.
1871 S Sheridan Rd, Tulsa, OK 74112, United States -
Accounting Professionals Inc.
● ClosedAccounting Professionals Inc. is a leading accounting and finance firm located on North Vandalia Avenue in Tulsa, Oklahoma, United States. Our team of highly skilled professionals offers a wide range of services including tax preparation, bookkeeping, financial planning, and more. With years of experience and a commitment to excellence, we strive to provide our clients with accurate and reliable financial solutions tailored to their specific needs. Whether you are a small business owner or an individual looking for assistance with your finances, Accounting Professionals Inc. is here to help you achieve your financial goals. Contact us today to learn more about how we can assist you with all of your accounting and finance needs.
1203 1/2, N Vandalia Ave, Tulsa, OK 74115, United States -
H&R Block
● ClosedH&R Block is a renowned accounting and finance institution located at 11102 East 21st Street in Tulsa, Oklahoma, United States. With a team of experienced professionals, H&R Block offers a wide range of services including tax preparation, financial planning, and business consulting. Whether you are an individual looking to file your taxes or a business in need of financial guidance, H&R Block is dedicated to providing expert advice and personalized solutions to help you achieve your financial goals. Visit us today to experience top-notch accounting services in a welcoming and professional environment.
11102 E 21st St, Tulsa, OK 74129, United States -
Lawyers Group
● ClosedLawyers Group is a trusted institution located at 5319 South Lewis Avenue in Tulsa, Oklahoma, United States. Specializing in family law, our team of lawyers is dedicated to helping families navigate through complex legal issues. Whether it's a divorce, paternity case, child custody or visitation matter, we are here to fight for your rights and provide compassionate support. Our experienced attorneys understand the emotional challenges that come with family law cases and strive to protect the best interests of our clients and their children. We work tirelessly to ensure that our clients receive the most favorable outcomes in their legal matters, including divorce, alimony, division of assets, and more.
5319 S Lewis Ave # 200, Tulsa, OK 74105, United States -
Lawson-King & Shelton
● OpenLawson-King & Shelton is a reputable law firm located at 10777 South Memorial Drive in Tulsa, Oklahoma. Specializing in various areas of law, the experienced team at Lawson-King & Shelton is dedicated to providing top-notch legal services to clients in need. Whether you are facing a personal injury case, need assistance with estate planning, or require representation in a criminal matter, the skilled lawyers at Lawson-King & Shelton are here to help. With a commitment to excellence and a track record of success, this institution is a trusted choice for legal representation in the Tulsa area.
10777 S Memorial Dr STE C, Tulsa, OK 74133, United States -
Coffey Senger & Woodard, PLLC
● ClosedCoffey Senger & Woodard, PLLC is a full-service law firm located at 4725 East 91st Street in Tulsa, Oklahoma. Our team of experienced attorneys works with a diverse range of clients, including local, national, and international companies in the risk, manufacturing, services, and commercial sectors. We handle a variety of cases, including transportation litigation, construction litigation, products liability, premises liability, insurance coverage matters, commercial litigation, estate planning, and more. Our attorneys have extensive trial experience and legal knowledge, allowing us to provide our clients with effective representation both in and out of the courtroom. We are dedicated to finding solutions to our clients' legal problems and offer alternative dispute resolution services to help resolve conflicts efficiently.
4725 E 91st St #100, Tulsa, OK 74137, United States -
DoRemus & Associates
● OpenDoRemus & Associates is a leading financial consulting firm located at 10202 East 41st Street in Tulsa, Oklahoma, United States. With a team of experienced professionals, we offer a wide range of financial services including investment planning, tax preparation, retirement planning, and estate planning. Our goal is to help our clients achieve their financial goals and secure their financial future. Contact us today to schedule a consultation and see how we can help you reach your financial goals.
10202 E 41st St, Tulsa, OK 74146, United States -
John W Klenda Law Offices
● OpenJohn W Klenda Law Offices is a reputable law firm located at 3740 South Fulton Avenue in Tulsa, Oklahoma. Specializing in various areas of law, including personal injury, family law, and criminal defense, our team of experienced attorneys is dedicated to providing top-notch legal representation to our clients. With a commitment to excellence and a track record of success, John W Klenda Law Offices is the go-to choice for anyone in need of skilled legal services in the Tulsa area. Contact us today to schedule a consultation and see how we can assist you with your legal needs.
3740 S Fulton Ave, Tulsa, OK 74135, United States -
Doerner, Saunders, Daniel & Anderson, L.L.P.
● ClosedDoerner, Saunders, Daniel & Anderson, L.L.P. is a prestigious institution located in Tulsa, Oklahoma, United States. Specializing in accounting, finance, and legal services, the firm is known for its expertise and professionalism in handling a wide range of complex financial and legal matters. With a team of experienced professionals, Doerner, Saunders, Daniel & Anderson, L.L.P. provides top-notch services to its clients, helping them navigate the intricacies of the financial and legal landscape. Whether you need assistance with tax planning, financial analysis, or legal representation, this institution is dedicated to providing high-quality, personalized solutions to meet your needs. Visit their office at 2 West 2nd Street to learn more about how they can help you achieve your financial and legal goals.
2 W 2nd St Suite 700, Tulsa, OK 74103, United States -
Western-Shamrock Finance
● ClosedWestern-Shamrock Finance is a reputable institution specializing in accounting and finance services. Located at 1523B South Harvard Avenue in Tulsa, Oklahoma, United States, this institution is dedicated to providing expert financial advice and assistance to individuals and businesses alike. With a team of experienced professionals, Western-Shamrock Finance offers a wide range of financial services to help clients achieve their financial goals. Whether you need help with budgeting, investments, or tax planning, Western-Shamrock Finance is here to help. Visit us today to learn more about how we can assist you with your financial needs.
1523B S Harvard Ave, Tulsa, OK 74112, United States -
Security Finance
● ClosedSecurity Finance is a leading financial institution located at 6709 East 81st Street in Tulsa, Oklahoma. Specializing in accounting and finance services, our team of professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you need assistance with budgeting, tax preparation, or investment planning, we are here to provide expert guidance and support. Trust Security Finance to secure your financial future.
6709 E 81st St Suite E, Tulsa, OK 74133, United States -
Williams & Williams Finance & Loan
● ClosedWilliams & Williams Finance & Loan is a reputable financial institution located at 6034 South Newport Avenue in Tulsa, Oklahoma, United States. Our team is dedicated to providing top-notch services such as investment management, legacy planning, income tax preparation, and estate planning. With our expertise, professionalism, and technical knowledge, we are fully equipped to assist with all of your financial needs. Our certified financial advisors have the credentials, experience, and commitment to work on behalf of our clients and ensure their financial success. Trust Williams & Williams Finance & Loan for all of your financial needs.
6034 S Newport Ave, Tulsa, OK 74105, United States -
Cue Financial of Oklahoma
● ClosedCUE 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.
4141 Northwest Expy #140, Oklahoma City, OK 73116, United States -
Business & Financial Consultants
● ClosedBusiness & Financial Consultants is a leading finance institution located at 406 South Boulder Avenue West in Tulsa, Oklahoma, United States. Our team of experienced consultants provides expert advice and solutions for businesses looking to optimize their financial strategies. From budgeting and forecasting to investment planning and risk management, we offer a comprehensive range of services tailored to meet the specific needs of our clients. With a focus on professionalism, integrity, and innovation, Business & Financial Consultants is dedicated to helping businesses achieve their financial goals and thrive in today's competitive market.
406 South Boulder Ave W # 708, Tulsa, OK 74103, United States -
First Mate Financial Advisors, LLC
● ClosedFirst Mate Financial Advisors, LLC is a reputable finance institution located at 1516 South Boston Avenue in Tulsa, Oklahoma, United States. Our team of experienced financial advisors is dedicated to providing personalized and comprehensive financial planning services to help our clients achieve their long-term financial goals. Whether you are looking to invest for the future, plan for retirement, or manage your wealth, our team is here to guide you every step of the way. Trust First Mate Financial Advisors, LLC to navigate the waters of finance with expertise and integrity.
1516 S Boston Ave #100, Tulsa, OK 74119, United States -
Future U Financial Inc.
● ClosedFuture U Financial Inc. is a finance institution located at 110 South Hartford Avenue in Tulsa, Oklahoma, United States. At Future U Financial, we empower you to take control of your financial future by providing advice-only financial planning services. Our goal is to help you place trades online for free, increase your odds of achieving a work optional lifestyle, invest appropriately for your goals, and structure your investments to save money on taxes. Our team of financial professionals offers personalized advice based on where you are in life, whether you are new to investing or have been doing it for years. We provide as much or as little hand holding as you need, with the option to choose your plan, make changes or cancel anytime. Our services include active or passive investment strategies, custom meeting calendars, investment alerts, and custom portfolios tailored to your goals.
110 S Hartford Ave Suite 100, Tulsa, OK 74120, United States -
Sullivan Financial Solutions, LLC
● ClosedSullivan Financial Solutions, LLC, located at 1508 South Carson Avenue in Tulsa, Oklahoma, is a finance institution dedicated to helping individuals plan for a secure retirement. By scheduling a meeting with their experienced team, you can share your goals and dreams for retirement, and they will create a Financial Trailmap to help you achieve them. With regular monitoring and a focus on long-term relationships built on trust, Sullivan Financial Solutions is committed to ensuring your financial health and confidence. Their independent status allows them to provide custom financial strategies tailored to your specific needs, whether you are nearing retirement or just starting to plan. They offer a wide array of products and services to help you reach your financial goals.
1508 S Carson Ave, Tulsa, OK 74119, United States -
Bamboo Financial Partners
● ClosedBamboo Financial Partners is a leading finance institution located in Tulsa, Oklahoma. Our team of experienced financial experts provides a wide range of services including investment management, financial planning, and wealth management. We are dedicated to helping our clients achieve their financial goals and secure their financial future. Visit us at 3306 Charles Page Boulevard to learn more about how we can assist you in reaching your financial aspirations.
3306 Charles Page Blvd Suite 256, Tulsa, OK 74127, United States -
Featherston Wealth Management
● OpenFeatherston Wealth Management is a leading finance institution located at 427 South Boston Avenue in Tulsa, Oklahoma, United States. Our team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. We offer a wide range of wealth management services, including investment planning, retirement planning, estate planning, and more. At Featherston Wealth Management, we pride ourselves on providing personalized and comprehensive financial solutions tailored to each client's unique needs. Contact us today to schedule a consultation and take the first step towards financial success.
427 S Boston Ave Suite 303, Tulsa, OK 74120, United States -
Merit Advisors, LLC
● ClosedMerit Advisors, LLC is a reputable finance institution located at 110 West 7th Street in Tulsa, Oklahoma, United States. With a team of experienced financial advisors, Merit Advisors, LLC offers personalized financial planning and investment services to help clients achieve their long-term financial goals. Whether you are looking to grow your wealth, plan for retirement, or manage your assets, Merit Advisors, LLC is dedicated to providing expert guidance and support every step of the way. Trust Merit Advisors, LLC to help you secure your financial future.
110 W 7th St Suite 1250, Tulsa, OK 74119, United States
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