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TOP 30 Tips for financial planning in Oklahoma
36 results found
Search for local businesses, places and services near you
Access Financial Resources Inc
Access Financial Resources Inc is a finance institution located at 3621 Northwest 63rd Street in Oklahoma City, Oklahoma, United States. Specializing in providing access to financial resources, this institution offers a range of services to help individuals and businesses manage their finances effectively. Whether you are looking for investment opportunities, loans, or financial planning advice, Access Financial Resources Inc is dedicated to helping you achieve your financial goals. With a team of experienced professionals, they are committed to providing top-notch service and personalized solutions to meet your specific needs. Visit them today to see how they can help you secure your financial future.
OneMain Financial
OneMain Financial is a finance institution located at 3602 East 51st Street in Tulsa, Oklahoma, United States. They offer a variety of financial services including personal loans, auto loans, and debt consolidation. With a focus on providing personalized solutions to meet individual needs, OneMain Financial is committed to helping customers achieve their financial goals. Their team of experienced professionals is dedicated to providing excellent customer service and guidance throughout the lending process. Whether you are looking to consolidate debt or finance a major purchase, OneMain Financial is here to help you navigate your financial journey.
Edward Jones - Financial Advisor: Leah L Willis, CFP®|AAMS™
Edward Jones - Financial Advisor: Leah L Willis, CFP®|AAMS™ is a leading financial institution located at 20213 Northeast 23rd Street in Harrah, Oklahoma, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Leah L Willis provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the Harrah area. Whether you are planning for retirement, saving for college, or investing for the future, Leah L Willis and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.
Jerald Cooperman - Financial Advisor, Ameriprise Financial Services, LLC
Jerald 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.
Merrill Lynch Financial Advisor Daniel M Prather
Merrill Lynch Financial Advisor Daniel M Prather, located at One Warren Place in Tulsa, Oklahoma, is a renowned finance institution that has been named to the 2024 Forbes "Best-in-State Wealth Management Teams" list. With a team of talented and experienced individuals, Merrill Lynch Wealth Management focuses on building strong client relationships based on trust and personalized service. The team at CPL Wealth Management & Associates, operating within Merrill, provides sophisticated and customized financial strategies for clients with significant wealth. They work with corporate executives, business owners, non-profits/foundations, and affluent families to foster lasting wealth from generation to generation. The team assists clients during personal and professional transitions, offering services such as wealth preservation, wealth transfer, managing retirement cash flows, and more. With over 100 years of cumulative financial experience, the team is dedicated to providing focused, goals-based asset management and estate planning strategies. They believe in helping clients pursue their goals by developing personalized plans centered on their aspirations. The team works with clients to address fluctuations in the market and changes in their lives, ensuring they stay on track to achieve what's most important to them. Merrill Lynch Wealth Management Advisors are committed to helping clients build customized investment approaches to address their needs and pursue their goals. By working with a dedicated Merrill advisor, clients can benefit from personalized investment strategies and access to comprehensive financial solutions from Bank of America. The institution also offers the latest investment insights, tips, and strategies to help clients live their best financial lives.
Merrill Lynch Financial Advisor Garrett Jelley
Merrill Lynch Financial Advisor Garrett Jelley is a finance institution located at 6100 South Yale Avenue, Tulsa, Oklahoma, United States. The institution specializes in global investing, offering personalized financial advice and investment strategies. With a team of experienced professionals, Merrill Lynch is committed to building strong client relationships based on trust and personalized service. The institution has received recognition from industry publications for exemplary client service. Merrill Personal Wealth Analysis™ is a service offered to help clients build personalized financial plans centered on their goals. The institution understands that both life and financial markets can change over time, and aims to help clients stay on track to achieve their goals. As Merrill Lynch Wealth Management Advisors, the team will work with clients to address their financial complexities and pursue their goals. The institution offers the latest investment insights, tips, and strategies to help clients live their best financial life. With a focus on personalized service and comprehensive financial solutions, Merrill Lynch Financial Advisor Garrett Jelley is dedicated to helping clients achieve their financial goals.
SCORE
SCORE is a finance institution located at 907 South Detroit Avenue in Tulsa, Oklahoma, United States. We offer free and confidential one-on-one business counseling through phone, email, and in-person meetings in Northeastern Oklahoma. Our workshops cater to both start-up entrepreneurs and seasoned small business owners. As we honor our dedicated volunteers this month, we invite you to consider giving back by becoming a SCORE mentor. Join us in empowering entrepreneurs and small business owners in our community. Learn more about mentoring opportunities at SCORE.
Retirement Solutions, LLC
Retirement 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.
Payment 1 Loans - Del City
Payment 1 Loans in Del City, Oklahoma has been serving the community with easy and personalized loan solutions since May 2021. Located at 4720 Southeast 29th Street, our friendly staff is ready to help you with excellent service and advice. You can use your vehicle as collateral for a title loan and still drive it while paying off the loan. Unfortunately, online applications are not available for New Mexico residents at this time. Our team will review your documents and run a quick credit check to determine eligibility. Once approved, you can receive your loan offer and funds immediately. With flexible payment options and competitive rates, we strive to make the borrowing experience as stress-free as possible. Additionally, we offer tax preparation services to help you get your refund quickly and easily. Visit Payment 1 Loans in Del City for quick loans with great service from welcoming staff who go above and beyond to assist you in your time of need.
Regional Finance
Regional Finance is a finance institution located at 2135 Northwest 23rd Street in Oklahoma City, Oklahoma. We specialize in providing personalized financial solutions to individuals and businesses in the region. Our team of experienced professionals is dedicated to helping our clients achieve their financial goals through a range of services including loans, insurance, and investment options. Whether you need assistance with managing your personal finances or growing your business, Regional Finance is here to support you every step of the way. Visit us today to learn more about how we can help you secure a brighter financial future.
Regional Finance
Regional Finance is a leading financial institution located at 701 North Main Street in Stillwater, Oklahoma, United States. We offer a wide range of financial services including personal loans, installment loans, and tax preparation assistance. With a focus on providing personalized and reliable financial solutions, our experienced team is dedicated to helping our customers achieve their financial goals. Whether you need assistance with managing your budget, consolidating debt, or planning for the future, Regional Finance is here to help. Visit us today to learn more about how we can support your financial needs.
Regional Finance
Regional Finance is a financial institution located at 302 West Edmond Road in Edmond, Oklahoma, United States. As a trusted provider of financial services, Regional Finance offers a wide range of solutions to help individuals and businesses manage their finances effectively. With a focus on personalized service and expert advice, Regional Finance is committed to helping customers achieve their financial goals. Whether you need a loan, investment advice, or assistance with budgeting, Regional Finance is here to help you navigate the complex world of finance. Visit us today to learn more about how we can support your financial needs.
Regional Finance
Regional Finance is a financial institution located at 1915 West Gore Boulevard in Lawton, Oklahoma, United States. We specialize in providing a wide range of financial services to individuals and businesses in the region. Our experienced team of professionals is dedicated to helping our clients achieve their financial goals through personalized solutions and exceptional customer service. Whether you need a personal loan, auto financing, or assistance with managing your finances, Regional Finance is here to help. Visit us today to learn more about how we can support your financial needs.
A New Kind of Tax Services
"A New Kind of Tax Services is a cutting-edge accounting and finance institution located at 3409 South Broadway in Edmond, Oklahoma, United States. Our team of experienced professionals offers a fresh perspective on tax services, providing innovative solutions tailored to meet the individual needs of our clients. Whether you are a small business owner or an individual taxpayer, we are dedicated to helping you navigate the complexities of tax laws and maximize your financial success. Visit us today to experience a new approach to tax services."
Regional Finance
Regional Finance is a leading financial institution located at 320 East Carl Albert Parkway in McAlester, Oklahoma, United States. Specializing in providing personalized financial solutions, Regional Finance offers a wide range of services including personal loans, auto loans, and installment loans. With a commitment to helping individuals achieve their financial goals, Regional Finance is dedicated to providing exceptional customer service and tailored financial options. Whether you are in need of financial assistance or looking to improve your credit score, Regional Finance is here to help you every step of the way. Visit us today to learn more about our services and how we can assist you with your financial needs.
Neil Jarvis - State Farm Insurance Agent
Neil Jarvis - State Farm Insurance Agent is a trusted insurance agency located at 1021 South Main Street in Grove, Oklahoma, United States. Neil Jarvis has been serving the community as a State Farm Agent since 1981, providing personalized and attentive service to each individual. The team at Neil Jarvis - State Farm Insurance Agent includes experienced professionals such as Scott Shouse, Summer Tunnell, and Gib Russ, who are dedicated to helping customers with their insurance needs. Summer Tunnell, a Personal Account Representative, has been with the agency for 9 years and specializes in Auto, Home, Boat, and Life insurance. Scott Shouse, the Marketing Coordinator, has 23 years of experience in the insurance industry and is well-versed in the community and area. Gib Russ, the Customer Service Representative, joined the team in 2021 and is committed to providing excellent customer service.
Jim Rexwinkle - State Farm Insurance Agent
Jim Rexwinkle - State Farm Insurance Agent is an insurance agency located at 1936 North Main Street, Miami, Oklahoma, United States. They offer healthcare plans for couples, including individual plans or combined plans. Married couples can seek guidance on the best approach to this important family decision. The agency also provides information on reporting boating accidents as required by law and offers tips on DIY auto maintenance to combat rising repair costs. Their mission is to provide remarkable service to customers, helping them realize their dreams and manage risks. They aim to be the community's go-to resource for insurance and financial support, building strong relationships that last. For inquiries, contact (918) 542-5526. Please note that State Farm VP Management Corp. distributes securities and State Farm Life Insurance Company issues life insurance and annuities. Deposit products are offered by U.S. Bank National Association, and credit cards are issued by U.S. Bank National Association under license from Visa U.S.A. Inc. Customers should carefully consider investment objectives and seek advice from tax or legal advisors for personalized guidance.
J L Ford Investment
J L Ford Investment is a reputable real estate agency located at 111 Dewey Avenue in Poteau, Oklahoma, United States. With years of experience in the industry, they specialize in helping clients buy, sell, and invest in properties. Their team of knowledgeable professionals provides top-notch service and guidance throughout the entire real estate process. Whether you are looking to purchase your dream home or make a lucrative investment, J L Ford Investment is dedicated to helping you achieve your real estate goals.
Jennifer Lowder - State Farm Insurance Agent
Jennifer Lowder - State Farm Insurance Agent is an insurance agency located at 2133 North Kelly Avenue in Edmond, Oklahoma. The agency is conveniently situated between Danforth and Covell, just south of Lowes. Jennifer Lowder, the agent, is a proud resident of Edmond and a graduate of the University of Central Oklahoma with a BA in Accounting. With over 20 years of experience in the insurance industry, Jennifer has a passion for educating clients on the importance of insurance and helping them plan for the unexpected. At Jennifer Lowder - State Farm Insurance Agent, the team is dedicated to making every client feel welcome and at home. They are actively involved in the community, participating in events such as volunteering at nursing homes, donating food to those in need, and providing holiday meals to families. The agency offers personalized insurance quotes for renters, life, auto, and home insurance, serving not only Edmond but also Oklahoma City, Guthrie, Arcadia, Kingfisher, Jones, and all of Oklahoma.
Ken Lane - State Farm Insurance Agent
Ken Lane - State Farm Insurance Agent is an insurance agency located at 622 North Main Street in Guymon, Oklahoma, United States. The team at Ken Lane is dedicated to helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams. They offer a range of insurance and financial services to meet the needs of their customers. If you are in the market for a new car, Ken Lane - State Farm Insurance Agent can help you understand the important features to consider before making a purchase. They also provide information on how annuities work and how they can benefit your retirement plan. Additionally, they offer tips on DIY auto maintenance to help combat rising repair costs.
Chris Middick - State Farm Insurance Agent
Chris Middick - State Farm Insurance Agent is an insurance agency located at 6211 West Gore Boulevard in Lawton, Oklahoma. Chris has been a State Farm Agent since 1999 and is dedicated to taking care of you and your family. He has received multiple awards and is committed to providing excellent service to his clients. The agency is conveniently located on Gore Blvd between 53rd & 67th St, on the north side of the road in a business plaza. Whether you are driving on rural roads or navigating the rental industry, Chris Middick can help you understand the risks and provide tips to protect yourself. From retirement planning to prioritizing financial goals, Chris can provide valuable insights and guidance to help you make informed decisions.
Gary Baccus - State Farm Insurance Agent
Gary Baccus - State Farm Insurance Agent is a reputable insurance agency located at 16145 North May Avenue in Edmond, Oklahoma. Situated between NW 150th and NW 164th on the west side of May Ave, across from Angie Debo Elementary School, our agency takes pride in being a good neighbor to our community. With a history dating back to 1922, State Farm has been dedicated to protecting millions of individuals across the country and helping them plan for the future. As summer approaches, we can assist you with all your insurance needs for summertime activities, including motorcycle, boat, recreational vehicle, and camper insurance. Our experienced team, led by Heather and Stephaine, is committed to providing personalized service and ensuring that you have the right coverage for your adventures.
State Farm: Dennis Chaumont
State Farm: Dennis Chaumont is an insurance agency located at 325 North Bryant Avenue in Edmond, Oklahoma, United States. They specialize in Auto Insurance, Home Insurance, Small Business Insurance, and Life Insurance for clients in Edmond and the surrounding areas. The team at State Farm is dedicated to establishing personal relationships with their clients and helping them understand the risks they face on a daily basis. The agency offers valuable tips on preventing drowsy driving, navigating rural road risks, and handling DIY auto maintenance to combat rising repair costs. They prioritize customer protection and privacy, advising against sharing sensitive personal information.
Keith Tew - HomeTown Insurance Agency
Keith Tew - HomeTown Insurance Agency is a friendly and welcoming insurance agency located at 118 South Main Street in Owasso, Oklahoma. Keith Tew, the owner, is known for his warm smile, sense of humor, and dedication to helping his clients find the best insurance coverage for their needs. With a background in business administration and years of experience in the auto industry, Keith is passionate about serving the community and providing top-notch service to his clients. At HomeTown Insurance Agency, Keith and his team of 52 agents and producers work with over 30 different insurance companies to offer a wide range of home, auto, boat, RV, commercial, and life insurance policies. Keith is actively involved in the Owasso community, serving on various boards and coaching his children's sports teams. He is also a member of the Owasso Chamber of Commerce and the Character Council.
Jim Virtue - State Farm Insurance Agent
Jim Virtue - State Farm Insurance Agent is a trusted insurance agency located at 2413 North Aspen Avenue in Broken Arrow, Oklahoma, United States. Jim Virtue has been serving the community since 1977 as a second-generation State Farm Agent. With a B.S. from West Virginia University and a happy family life, Jim and his team are dedicated to helping customers with their insurance and financial service needs. The team at Jim Virtue State Farm is known for their friendly and helpful service, always ready to tailor personalized coverage plans to fit each customer's unique requirements. Whether you need assistance with life insurance, annuities, or pet insurance, Jim and his team are here to help.
Oklahoma College Assistance Program
The Oklahoma College Assistance Program, located at 655 Research Parkway in Oklahoma City, Oklahoma, is a valuable resource for students and families seeking guidance and support in navigating the complex world of higher education. With a mission to help students achieve their educational goals through financial aid programs, scholarships, and resources, the institution offers a range of services to assist individuals in making informed decisions about their academic and financial futures. Whether you're a high school student exploring your options, a college student in need of assistance with loans and grants, or a parent seeking guidance on how to best support your child's educational journey, the Oklahoma College Assistance Program is here to help. Visit their office or website for more information on how they can support you in achieving your educational dreams.
Women's Service & Family Resources
Women's Service & Family Resources is a non-profit organization located at 1628 South 17th Street in Chickasha, Oklahoma. Our mission is to empower and support women and families in need through a variety of services and resources. From counseling and support groups to educational workshops and advocacy, we are dedicated to helping individuals navigate life's challenges and thrive. Our team of dedicated professionals is committed to providing a safe and welcoming environment for all who seek our assistance. Visit us today to learn more about how we can help you and your loved ones.
World Finance
World Finance is a leading financial institution located at 2314 West 3rd Street in Elk City, Oklahoma, United States. Specializing in a wide range of financial services, World Finance offers personalized solutions to help individuals and businesses achieve their financial goals. With a team of experienced professionals, World Finance is dedicated to providing excellent customer service and financial expertise to clients in the Elk City area. Whether you need a personal loan, assistance with budgeting, or expert financial advice, World Finance is here to help you every step of the way. Visit us today to see how we can assist you with your financial needs.
TTCU Federal Credit Union
TTCU Federal Credit Union, located at 1050 North 20th Street in Broken Arrow, Oklahoma, is a trusted bank and finance institution serving the community for over a decade. With a welcoming atmosphere, certified financial coaches, and video tellers, TTCU is dedicated to providing convenient and personalized service to its members. In addition to traditional banking services, TTCU is actively involved in giving back to the Broken Arrow community through programs like School Pride® Visa Debit Card, which supports local schools. With CO-OP Shared Branching, members have access to thousands of convenient locations for transactions across the country.
My Collective Wealth
My Collective Wealth is a leading financial institution located at 8026 South Fulton Avenue in Tulsa, Oklahoma. Our team of experienced professionals is dedicated to helping individuals and families achieve their financial goals through personalized wealth management strategies. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we provide comprehensive solutions tailored to your unique needs. Trust My Collective Wealth to help you build and preserve your financial future.
- Tax advisor
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- Small business loan
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List of local businesses, places and services in Oklahoma
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