TOP 10 Wellness plans in Oklahoma City, Oklahoma

Liberty Tax is a well-known finance institution located at 914 South 4th Street in Chickasha, Oklahoma. With a reputation for providing reliable and professional tax services, Liberty Tax is dedicated to helping individuals and businesses navigate the complexities of tax preparation. Their team of experienced professionals is committed to ensuring that their clients receive accurate and timely assistance with all of their financial needs. Whether you are looking to file your taxes or need help with financial planning, Liberty Tax is here to help you every step of the way.

Davis Accounting Services is a reputable financial institution located at 1115 South Czech Hall Road in Mustang, Oklahoma. Specializing in accounting and finance services, our team of experts is dedicated to providing top-notch financial solutions for individuals and businesses alike. With a focus on accuracy, efficiency, and professionalism, we strive to help our clients achieve their financial goals and ensure their financial well-being. Whether you need assistance with tax preparation, bookkeeping, or financial planning, Davis Accounting Services is here to help. Contact us today to learn more about how we can assist you with all your accounting and finance needs.

H&R Block is a well-known accounting and finance institution located at 217 North Main Street in Kingfisher, Oklahoma, United States. With a focus on tax preparation and financial services, H&R Block offers expert guidance and support to individuals and businesses seeking to manage their finances effectively. Their team of professionals is dedicated to providing personalized solutions and ensuring that clients receive the best possible outcomes. Whether you need help with tax planning, bookkeeping, or investment advice, H&R Block is committed to helping you achieve your financial goals.

Liberty Tax is a finance institution located at 3623 North Macarthur Boulevard in Oklahoma City, Oklahoma, United States. Specializing in tax preparation services, Liberty Tax offers expert assistance to individuals and businesses looking to navigate the complexities of tax laws and regulations. With a team of knowledgeable professionals, clients can trust Liberty Tax to provide accurate and reliable tax solutions to help them maximize their returns and minimize their liabilities. Whether you need help with filing your taxes or require advice on tax planning strategies, Liberty Tax is dedicated to providing exceptional service and ensuring your financial well-being. Visit us today to experience the Liberty Tax difference.

CAPTRUST, located at 6305 Waterford Boulevard in Oklahoma City, Oklahoma, is a finance institution specializing in providing wealth management services to high-net-worth individuals, business owners, and families. Our advisors offer services such as wealth planning, portfolio management, family governance, and philanthropic strategies. We also provide financial services to nonprofit clients, including committee education, donor development, OCIO services, performance reporting, and investment management. Our team supports employer organizations through fiduciary partnerships, plan design optimization, financial wellness programs, and more. We are committed to exceeding the expectations of our clients and keeping their unique financial goals at the forefront of everything we do. Whether you are looking for market insights, financial planning strategies, or industry expertise, our team is here to help. Join us for upcoming webinars on topics such as fiduciary liability, industry insights for hospitals and healthcare systems, and more. Contact your local CAPTRUST office to get started today.

Geurkink R Mark CPA is a well-established accounting and finance institution located at 1300 McGee Drive in Norman, Oklahoma, United States. With a strong reputation for providing expert financial services, the institution offers a wide range of accounting solutions for individuals and businesses alike. From tax preparation to financial planning, Geurkink R Mark CPA is dedicated to helping clients navigate the complexities of their financial affairs with professionalism and expertise. Contact them today to learn more about how they can assist you with your accounting and finance needs.

Arrow Investment Management is a leading financial planning firm located in Oklahoma City, Oklahoma. Our mission is to help clients achieve financial freedom through custom investment, retirement, and goal-based plans. We offer low-fee ETF portfolios tailored to individual goals and interests, as well as lifelong financial planning services to help families generate and preserve wealth. Our team of fiduciary advisors prioritizes ethics and client service, ensuring that all clients receive the respect and diligence they deserve. Our services include financial planning, investment management, estate planning, tax planning, retirement planning, and small business plans. We believe in the importance of working with a CERTIFIED FINANCIAL PLANNERᵀᴹ to reach financial goals, as CFP® professionals undergo rigorous certification processes and adhere to strict ethical standards.

Merrill Lynch Financial Advisor Daniel Bruner, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a reputable institution in the finance industry. Daniel Bruner and his team have been recognized by Forbes as "Best-in-State Wealth Advisors" from 2019 to 2023, as well as "Best-in-State Wealth Management Teams" in 2023 and 2024. With the support of Merrill's global resources, the team is dedicated to providing exceptional client service, building strong relationships based on trust and personalized financial solutions. At Merrill Lynch Wealth Management, Daniel Bruner focuses on understanding clients' priorities, goals, and family dynamics to create a customized financial plan. Through conversations and the Investment Personality Assessment, the team gains insights into clients' investing preferences to tailor strategies that align with their aspirations. The team believes that financial success is achieved by making informed investment decisions that support clients' meaningful goals, whether it's planning for retirement, funding education, or passing wealth to future generations.

Burnett Advisors is an accounting and finance institution located at 13907 Quail Pointe Drive in Oklahoma City, Oklahoma, United States. Our team includes Schaus & Company CPAs, who work to take the stress out of running your business. We offer comprehensive tax planning to help you save time and money, as well as bookkeeping and payroll services to free up your time. Our legal and financial planning professionals provide expert representation and advice at every stage of life. Burnett Advisors Wealth Management helps individuals, families, and business owners create planning-based strategies to turn ideas into action. We handle outgoing payments and cash flow management, and help professional service providers build successful enterprises. Our team offers deeper insight into your business's numbers to help you grow, and we provide expertise and strategic guidance to accelerate growth potential. We also offer guidance on technology, sustainability, debt management, and surviving supply chain disruptions. Let us help you curate a holiday feast that accommodates all dietary preferences and restrictions. At Burnett Advisors, we believe the steps we take today inspire our impact for tomorrow.

Chef's Touch Catering Tulsa, located at 507 North Main Street in Broken Arrow, Oklahoma, is a top-rated catering service specializing in providing exquisite food for weddings, business events, and private parties. Led by Chef Taylor LaTouche, who has a passion for creating delicious dishes inspired by coastal and Creole influences, Chef's Touch is known for delivering exceptional culinary experiences. Whether you're planning a wedding, a business event, or a private party, Chef's Touch Catering Tulsa ensures that your guests will be delighted with the food served. With a focus on creating memorable and flavorful dishes, Chef's Touch is the go-to choice for those looking to impress their guests with top-notch cuisine.

Providence Financial Group, located in Oklahoma City, Oklahoma, is a full-service brokerage and managed investing institution dedicated to helping clients pursue their financial goals. With over 125 years of combined experience, our team offers a holistic approach to financial planning, providing access to a wide range of investment options and services including managed account solutions, cash management, and market research data. Our professionals are committed to understanding your individual needs and values in order to create personalized plans that align with your objectives. As a member of LPL Financial, we are held to the highest standards of professionalism and integrity. Let us help you navigate through all stages of your financial journey and work towards achieving financial independence and wellness.

WatersEdge Advisors and Ministry Services, located in Oklahoma City, Oklahoma, offers a range of financial services tailored to individuals and ministries. With a limited-time special interest rate of 5.75% APR for a five-month term investment, this institution helps individuals grow their capital while supporting charitable causes. From estate planning to charitable gift annuities and endowments, WatersEdge provides solutions that secure financial futures and impact ministry work. With a focus on Kingdom-based financing, this institution aims to help clients achieve their goals while multiplying resources for the Kingdom of God. Testimonials from satisfied clients highlight the professionalism and ease of working with WatersEdge, making it a trusted partner for church finances and estate planning. Whether it's providing easy ways for church members to give or facilitating legacy gifts through estate planning, WatersEdge is dedicated to helping individuals and ministries steward their resources well.

Cornerstone Capital Management is a finance institution located at 2451 South Kelly Avenue in Edmond, Oklahoma, United States. At CRS, they specialize in building personalized Rock-Solid Retirement Plans based on four cornerstones that contribute to the stability and longevity of your retirement. Their 5-step process involves fiduciary advisors guiding you through creating a plan that provides security, freedom, confidence, and peace of mind as you navigate through retirement. With a focus on lifestyle preservation, asset protection, extended care solutions, health care, and estate planning, they aim to maximize tax efficiency and protect your assets. President & Founder Derek Colton, with years of experience and expertise, leads a team dedicated to helping clients protect and grow their retirement funds. By avoiding common investing mistakes and offering strategies to participate in market gains while minimizing risks, they ensure clients can "Sleep Well At Night" (SWAN) knowing their financial future is secure. Visit their website to request a Rock Solid Retirement Planning Guide and receive a free copy of Derek's Amazon Best-Selling Book.

Retirement Investment Advisors, located at 2925 United Founders Boulevard in Oklahoma City, Oklahoma, is a finance institution staffed with CERTIFIED FINANCIAL PLANNER™ professionals serving clients in Oklahoma and North Texas since 1991. As a fee-only fiduciary, we are dedicated to providing trusted guidance to individuals navigating the complexities of retirement planning. Our Retirement Readiness Toolkit offers resources such as quizzes, checklists, calculators, and expert advice to ensure you are on the right path towards a secure retirement. The Retirement Path, our comprehensive guide, will help you achieve worry-free retirement income for life and assist you in selecting a trusted advisor for the journey ahead. With our team of experienced professionals, we can help you create a well-crafted plan tailored to your financial goals. Whether you need to make course corrections or determine how long your savings will last, our calculators will provide valuable insights to guide your next steps. Trust Retirement Investment Advisors to lead you towards a financially secure retirement.

Warburton Capital Management is a finance institution located at 6120 South Yale Avenue in Tulsa, Oklahoma, United States. As a Registered Investment Advisor, we are independent, fee-only fiduciaries dedicated to helping our clients identify, clarify, and achieve their financial goals through a consultative process. Our Purposeful Wealth Management strategy aims to make work optional for our clients and help them maintain that status. We offer a range of services, including financial planning, investment management, estate planning, taxation, and charitable giving. Our team of experienced financial advisors and specialists work together to create customized plans that align with our clients' values and objectives. At Warburton Capital Management, our purpose is to serve your purpose and help you achieve financial well-being and happiness. Contact us today to schedule a consultation and start planning for your future.

Seasons Financial Group, located at 6964 South 69th East Avenue in Tulsa, Oklahoma, is a finance institution that offers advisory services through SageOak Financial, LLC. As a financial advisor rooted in timeless biblical wisdom and backed by decades of research in financial science, we aim to provide our clients with peace of mind and certainty in managing their investments and financial lives. Seasons Financial Group, a tradename of SageOak Financial, LLC, is dedicated to helping individuals navigate the complexities of financial planning and investment management.

Fidler Wealth Management, Inc is a well-established finance institution located at 7335 South Lewis Avenue in Tulsa, Oklahoma, United States. With a team of experienced financial advisors, they specialize in providing comprehensive wealth management services to help clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, Fidler Wealth Management, Inc offers personalized solutions tailored to your unique needs. Trustworthy, reliable, and committed to excellence, Fidler Wealth Management, Inc is dedicated to helping clients secure their financial future.

Get Better Bookkeeping is your one-stop solution for all your accounting and financial needs. Located at 3015 East Skelly Drive in Tulsa, Oklahoma, United States, our institution offers a range of services to help you streamline your financial management. Stop stressing about your finances and let us simplify your bookkeeping, payroll, and financial services all in one place. With GBB, it's like having a CFO for your small business. Our weekly bookkeeping service ensures that your financial records are accurate and up-to-date, allowing you to make informed decisions with ease.

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.

SES Group PLLC is a well-respected accounting and finance institution located in Tulsa, Oklahoma. With a prime location at 2727 East 21st Street, this institution offers top-notch financial services to individuals and businesses in the area. The team at SES Group PLLC is dedicated to providing expert advice and assistance in all areas of accounting and finance, ensuring that their clients receive the best possible solutions for their financial needs. Whether you are looking for tax preparation, financial planning, or business consulting, SES Group PLLC has the expertise and experience to help you achieve your goals. Contact them today to learn more about how they can assist you with your financial needs.

Edward Jones - Financial Advisor: Adam C Winters, AAMS™ is a reputable financial institution located at 721 East Tamarack Road in Altus, Oklahoma, United States. As a trusted advisor, Adam C Winters, AAMS™ provides personalized financial planning services to help individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can rely on Edward Jones for expert advice and guidance on investments, retirement planning, insurance, and more. Whether you are planning for the future or looking to secure your financial well-being, Edward Jones - Financial Advisor: Adam C Winters, AAMS™ is dedicated to helping you make informed decisions and secure a stable financial future.

Edward Jones - Financial Advisor: Katie Bartmann is a trusted institution located at 212 West Main Street in Weatherford, Oklahoma. As a finance institution, they offer expert financial advice and services to help individuals and families achieve their financial goals. With Katie Bartmann at the helm, clients can expect personalized guidance and a tailored approach to managing their investments, retirement planning, and overall financial well-being. Whether you are looking to grow your wealth, plan for the future, or secure your financial legacy, Edward Jones - Financial Advisor: Katie Bartmann is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Brian C Hancock is a well-established financial institution located in Oklahoma City, Oklahoma. As a trusted advisor, Brian C Hancock provides personalized financial planning services to help clients achieve their long-term financial goals. With a focus on building strong relationships and providing expert guidance, Edward Jones offers a wide range of investment options and strategies tailored to individual needs. Whether you are planning for retirement, saving for college, or looking to grow your wealth, Brian C Hancock and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind. Visit their office at 7015 West Hefner Road to start your journey towards a secure financial future.

Gary Gayden - Financial Advisor at Ameriprise Financial Services, LLC is located at 16311 Sonoma Park Drive in Edmond, Oklahoma, United States. We offer personalized financial advice and services to help you achieve your financial goals. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Our background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise Financial Services, LLC, we provide a Client Relationship Summary Disclosure to ensure transparency and clarity in our services. We can help you understand the current market trends and guide you on making informed investment decisions. Risk and reward are key factors in investing, and we can help you determine your risk tolerance to create a suitable investment strategy for you.

Peak Financial Corporation is a leading finance, health, and insurance agency located in the heart of Oklahoma City, Oklahoma. Our dedicated team of professionals is committed to providing top-notch financial services to our clients, ensuring their financial well-being and security. With years of experience and expertise, we offer a wide range of services including wealth management, insurance planning, and health benefits consulting. Visit us at 3030 Northwest Expressway to learn more about how Peak Financial Corporation can help you achieve your financial goals.

Auric Road Wealth Management is a finance institution located at 9150 North May Avenue, Oklahoma City, Oklahoma, United States. We understand that your financial needs and goals are unique to you, which is why we offer a flexible and customizable planning approach to help you thrive and succeed. Our dedicated team is committed to providing the support you need to set your own course towards financial success. Please note that our services are available to residents of AR, AZ, CA, DE, GA, LA, MD, ME, OH, OK, TN, TX, and WA. Securities-related services may not be provided to individuals residing in states not listed above. For international parties, this information is for informational purposes only and does not constitute an offer to participate in any investment or purchase securities.

Strong Family Financial is a finance, health, insurance agency, and lawyer institution located at 4334 Northwest Expressway, Oklahoma City, Oklahoma, United States. Our mission is to provide financial security through trustworthy experts who create positive financial outcomes for generations, one family at a time. We offer premier retirement planning solutions for Seniors, as well as multiple types of life insurance policies to help cover health care costs. Our team of professionals is dedicated to helping you grow your assets and plan for your future. Whether you need assistance with long term care or general financial planning, Strong Family Financial is here to help. Our customers rave about our exceptional service, professionalism, and dedication to meeting their specific needs. Contact us today to learn more about how we can help you achieve financial security and peace of mind.

Jefferson Harris - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9104 North Kelley Avenue in Oklahoma City, Oklahoma, United States. The institution offers a variety of certifications and designations to ensure that their advisors are well-equipped to meet the diverse needs of their clients. From the AAMS™ certification focusing on asset management to the APMA™ designation covering portfolio management, their advisors have a wide range of expertise. Additionally, they offer certifications such as the AEP®, AIF®, and AWMA℠ to further enhance their knowledge and skills in areas like estate planning, fiduciary practices, and asset management. With a commitment to excellence and a dedication to ongoing education, Jefferson Harris - Financial Advisor, Ameriprise Financial Services, LLC is a trusted partner for individuals seeking financial advice and planning.

Venturi Private Wealth is a finance institution located in Oklahoma City, Oklahoma, United States. We offer sophisticated solutions for business owners, corporate executives, and successful families. Our team provides answers, advice, and education on topics affecting your wealth, including significant wealth events and hiring an estate attorney for your family. We are proud to have been named to WealthManagement.com's RIA Edge 100 List and recognized as one of the top RIA firms in America by Forbes. Our personalized financial plans, tailored investment strategies, and access to private investment opportunities set us apart.

David Karimian - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 2431 East 61st Street, Tulsa, Oklahoma, United States. The institution offers a range of certifications and designations to its advisors, ensuring they have the expertise and knowledge to provide top-notch financial services. These certifications include AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planners™, Certified Exit Planning Advisor®, CFA, CFP®, Certified Fund Specialist, ChFC®, Chartered Special Needs Consultant, CIMA®, Certified Kingdom Advisor®, Certified in Long-Term Care, CLU®, and CFMA®. These certifications cover a wide range of financial topics, ensuring that advisors are well-equipped to provide comprehensive and personalized financial advice to their clients.