Tax strategy development in Tulsa, OK
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Tulsa Wealth Advisors - Raymond James
● OpenTulsa Wealth Advisors - Raymond James is a finance institution located at 1375 East 71st Street in Tulsa, Oklahoma, United States. The Trinity Strategic Wealth™ team at this institution helps clients focus on specific obstacles and dangers that could impact their quality of life and financial vision. They develop and implement strategies tailored to each client's goals, considering both the big picture and small details. Clients at Tulsa Wealth Advisors have access to various asset management options, including Dynamic Asset Allocation and Strategic Asset Allocation strategies. These strategies utilize a diversified investment approach based on Modern- and Post-Modern Portfolio Theory to meet different risk tolerances, total return goals, and income needs.
1375 E 71st St, Tulsa, OK 74136, United States -
CCK Strategies, PLLC
● ClosedCCK Strategies, PLLC is a professional accounting and finance institution located in Tulsa, Oklahoma. Our team of experienced professionals provides a wide range of services to help individuals and businesses manage their finances effectively. From tax preparation to financial planning, we are dedicated to helping our clients achieve their financial goals. Visit us at 8811 South Yale Avenue to learn more about how CCK Strategies can support your financial needs.
8811 S Yale Ave #400, Tulsa, OK 74137, United States -
Stinnett & Associates
● OpenLocated at 8811 South Yale Avenue in Tulsa, Oklahoma, Stinnett & Associates is not your typical advisory firm. With a philosophy centered around a flexible team approach tailored to each unique business environment, we offer the Stinnett Advantage. Recently recognized as one of the Best Places to Work in Oklahoma, our firm prioritizes our team members and their dedication. Our principal team, comprised of passionate industry leaders with decades of experience, drives our commitment to strategic direction and community outreach. In a time of rising inflation and cybersecurity threats, Stinnett provides valuable insights and solutions to protect your business. Join us in creating a brighter future and maximizing value for your company. If you're looking for a purpose-driven career with a focus on operational excellence, consider joining the Stinnett team today.
8811 S Yale Ave #300, Tulsa, OK 74137, 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 -
Ernst & Young
● ClosedErnst & Young (EY) is a global institution located at 1700 One Williams Ctr in Tulsa, Oklahoma, United States. Specializing in finance, EY offers a wide range of services including assurance, consulting, strategy and transactions, and tax services. The institution is committed to promoting privacy, transparency, and accountability as they implement AI, as showcased by leaders such as Samta Kapoor, Mitch Berlin, Bruno Sarda, and Tom Edwards. EY is dedicated to helping companies unlock value in M&A transactions, turn climate ambitions into action, and create tangible examples of how AI can transform business operations. Additionally, EY conducts surveys and reports on health equity, LGBTQ workforce needs, modernization barriers, and the impact of COVID-19 on the healthcare industry. With a focus on building trust and confidence in the capital markets, EY aims to develop outstanding leaders who contribute to a better working world for their people, clients, and communities. Visit ey.com for more information about the organization and the services they offer.
1700 One Williams Ctr, Tulsa, OK 74172, 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 -
Wyatt John C CPA now Osborne and Wyatt, CPA's PC
● ClosedWyatt John C CPA, now Osborne and Wyatt, CPA's PC, is a reputable accounting and finance institution located at 4554 South Harvard Avenue in Tulsa, Oklahoma, United States. With a team of experienced professionals, they provide a wide range of services including tax preparation, financial planning, and bookkeeping. Their commitment to excellence and personalized approach to client service sets them apart in the industry. Whether you are an individual or a business in need of financial assistance, Wyatt John C CPA, now Osborne and Wyatt, CPA's PC, is dedicated to helping you achieve your financial goals.
4554 S Harvard Ave, Tulsa, OK 74135, United States
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