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Allstate Personal Financial Representative: Eddy Campos Website Image
7846 S Elm Pl Broken Arrow, OK

As a Personal Financial Representative in Broken Arrow, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Broken Arrow office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Allstate Personal Financial Representative: Keith Upshaw Website Image
7846 S Elm Pl Broken Arrow, OK

As a Personal Financial Representative in Broken Arrow, I've gotten to know many local families. I understand that when it comes to preparing for your financial future, each person's needs are unique. That's why when you contact me at my Broken Arrow office, you'll receive personalized service based on your needs. I look forward to helping you prepare a strategy to achieve your financial goals. From education to retirement, my ongoing priority is to help you to create a financial strategy to achieve the peace of mind that you deserve.

Gowin Financial Services Website Image
9100 N 94th East Avenue Owasso, OK

At Gowin Financial Services, we are an independently owned financial services firm, which allows us the freedom to choose from a variety of financial strategies that appropriately suit your individual needs. We have access to a host of insurance carriers and products, giving us an extensive menu of choices from which to tailor your personalized financial strategy.
As an added value, we also work with local accountants, estate planning attorneys and other professionals.

Regent Financial Services, Inc. Website Image
7134 South Yale Avenue Tulsa, OK

Regent Financial Services, Inc. was established in 2002 by Gary Stanislawski with the goal of assisting our clients in every aspect of their financial lives. Regent has provided the most personal service available, thus earning a reputation for excellence in our industry. For each of our clients, we strive to help create financial stability and security to provide financial independence.

Union Financial Advisors, LLC Website Image
6140 South 104 East Avenue Tulsa, OK

Has a recent change in your life left you unsure of where you are Financially?
We understand life happens - individuals, family, and professional needs change. Our team specializes in helping you simplify your finances, define and achieve your goals.

Norman Office

131 East Main Street Suite 201
Norman, OK 73069
Phone: 405.329.3110
Fax: 405.329.3158
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Perry Office

601 Delaware PO Box 266
Perry, OK 73077
Phone: 580.336.2054
Fax: 580.336.3251
Mon-Fri: 8:00 AM - 5:00 PM
Sat-Sun: By Appointment

Financial Planning Resources Website Image
2250 East 73rd Street Tulsa, OK

Financial Planning Resources has grown throughout the years, but our philosophy has remained the same:

To teach and serve people through an integrity-driven community of talented advisors.

We're proud to say our dedication to these foundational principles has been the driving force behind FPR's success, including an average client relationship of over 25 years.*

Our team will always be here to carefully listen and strategically guide you throughout your financial journey. Whatever life has brought you and whatever it will bring, we will walk you through the financial side as a trusted guide that you can turn to for genuine service and expert advice.

*Results are based on a collection of data from years 1981-2018.

Utica Capital Website Image
2100 South Utica Avenue Tulsa, OK

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions through the advice and guidance we can provide.

Mariner Wealth Advisors Website Image
4200 E. Skelly Drive Tulsa, OK

Mariner Wealth Advisors provides 360-degree advice designed to last by creating a financial strategy designed to change with you.

Isaiah C. Edison, CFP, ChFC, CLU Website Image
12028 South Norwood Avenue Tulsa, OK

For more than a decade, I've been helping physicians, business owners, successful professionals, and retirees optimize their wealth and manage it wisely. My goal is to give them the information and resources they need to simplify their finances and make the best decisions for themselves and their families. I care a lot about my clients, and I'm committed to being their trusted partner and offering straightforward guidance so they can enjoy life with financial peace of mind and clarity.

Steven L. Wilson & Associates Website Image
8282 South Memorial Drive Tulsa, OK

Our staff of CPAs, CFPs, IRS Enrolled Agents, professional accountants and financial planners* is ready to provide both individuals and businesses with a full spectrum of multidisciplinary services designed to help retain and enhance long-term wealth.

Mike Sturm - Financial Advisor, Ameriprise Financial Services, LLC Website Image
5018 E 68th St Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Mike Sturm will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Matt Howeth - Associate Financial Advisor, Ameriprise Financial Services, LLC Website Image
5018 E 68th St Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Matt Howeth will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Taylor Priest - Financial Advisor, Ameriprise Financial Services, LLC Website Image
4200 E Skelly Dr Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Taylor Priest will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Sheree Ziemba - Financial Advisor, Ameriprise Financial Services, LLC Website Image
2448 E 81st St Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Sheree Ziemba will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Lorianne Williams - Financial Advisor, Ameriprise Financial Services, LLC Website Image
8801 S Yale Ave Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Lorianne Williams will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Lorianne Williams - Financial Advisor, Ameriprise Financial Services, LLC Website Image
7712 S Yale Ave Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Lorianne Williams will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Fidelity Investments Website Image
2020 South Lewis Avenue Tulsa, OK

Many of our advisors are now offering in-person planning appointments in addition to virtual and phone appointments. To schedule a planning appointment, please contact your advisor or call your local Investor Center. For service transactions, we encourage you to go digital by visiting our website or downloading the Fidelity Mobile app.

Bankers Life Website Image
7633 E 63rd Pl Tulsa, OK

With a history dating back to 1879, Bankers Life provides a broad selection of life insurance and health insurance products designed especially for Americans who are near or in retirement. With over 200 offices across the country, our 3,800+ insurance agents/producers live and work in the communities they serve. Our agents/producers at the local Bankers Life office in Tulsa, OK take the time to get to know you as their customers, listen to your needs and values, and are dedicated to helping you meet your goals for a secure retirement. Get to know Bankers Life - and learn why our 1.3 million customers trust us to help protect their financial future, ensuring a healthier and rewarding retirement. The Bankers Life brand is a part of CNO Financial Group, Inc., whose companies provide insurance solutions that help protect the health and retirement needs of working Americans and retirees.

Fields Wealth Management - Ameriprise Financial Services, LLC Website Image
4765 E 91st Street Tulsa, OK

At Fields Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of course, with unpredictable markets and all the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. Our team works with clients throughout the Tulsa, OK area to help them focus on their financial future. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Gallagher Insurance, Risk Management & Consulting Website Image
5314 S. Yale Ave Tulsa, OK

Gallagher is a global leader in insurance, risk management and consulting services. For over 90 years, we've been providing solutions by putting the needs of our clients first through The Gallagher Way.

Joey Small - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
4200 E Skelly Dr Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Joey Small will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

David Provenzano - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
7712 S Yale Ave Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, David Provenzano will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Sylvia Karimian - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
2431 E 61st St Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Sylvia Karimian will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Chris Mc Keown - Private Wealth Advisor, Ameriprise Financial Services, LLC Website Image
4200 E Skelly Dr Tulsa, OK

Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes feel difficult. As an Ameriprise financial advisor serving clients in the Tulsa, OK area, Chris Mc Keown will take the time to understand you and your goals, as well as those changing markets, and can help you confidently focus on the future. If the path seems long and uncertain, a carefully mapped approach is the best way forward. We're here to help you stay focused today, so you can reach your goals tomorrow. The comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Opes One Website Image
4200 E. Skelly Drive Tulsa, OK

Opes One, a Guardian agency, is part of a Fortune 250 global financial services company that is committed to providing individuals and businesses with the financial guidance and protection they need to lead a life well lived. Guardian's offerings range from life insurance, disability income insurance, annuities, wealth management and investments to dental, vision, and 401(k) plans. Guardian has approximately 8,800 employees and a network of over 2,750 financial representatives in more than 58 agencies nationwide.

We found too few results for Financial Planners, so here are some similar businesses.

Bobby Williamson - State Farm Insurance Agent Website Image
7992 S Sheridan Road Tulsa, OK

My agency is here to help with resident relocations to Tulsa, Broken Arrow, Bixby, Jenks, Glenpool, Coweta, Sapulpa, Catoosa, Owasso, Verdigris, and the surrounding Oklahoma areas. We are a family of highly skilled individuals working together to fulfill a community responsibility of giving outstanding service while also fulfilling our moral obligation of protecting what's important to customers so they can focus on accomplishing their life goals.

My team of licensed Insurance Professionals is here to help you get insurance coverage for your specific needs. Not only can we help with Car Insurance, Homeowner's Insurance, Condo Insurance, Renter's Insurance, Motorcycle Insurance, ATV Insurance, Boat Insurance, and Life Insurance, but we are also able to assist small business owners with their Commercial lines of Insurance throughout Northeastern Oklahoma. Give us a call today for a free Personal Price Plan.

Danny Pryor: Allstate Insurance Website Image
10310 N 138th E Ave Owasso, OK

I've gotten to know many local families as an Allstate agent in Owasso. I enjoy being a part of the community, and building local relationships s one of the best parts of my job. I know what life is like here in Owasso - that you choose your car and your home to fit your lifestyle and your budget. I also know how important it is to do the same when it comes to insurance. I look forward to getting to know you and helping you find the solutions that meet your needs.

Part of what I like best about my job is that Allstate can offer customers options for a wide variety of coverage and services. You can depend on me to help you look at the big picture.

I'm committed to helping Owasso residents asses their immediate and long-term needs and choose options that will help them achieve their goals. When you want to explore options for protecting your home, personal property, or financial future, I'm available to answer your questions. If you're already a customer, I'm ready to review your coverage so that you can make any necessary adjustments to fit your changing needs. Call me today for a free quote (918) 212-7074

Kevin Gallien - GEICO Insurance Agent Website Image
8353 S. Memorial Drive Tulsa, OK

Serving the insurance needs of Tulsa. Your Local GEICO agent could help you save on auto, motorcycle, homeowners, renters insurance, and more. Contact us today to start an insurance quote! Please call or email your local GEICO Office to learn more as office hours may vary.

Bryan Smith - State Farm Insurance Agent Website Image
616 S Main Street Tulsa, OK

I'm a proud lifelong Tulsa resident and love everything that this community has to offer my family and I. My State Farm team has over 65 years of combined experience and we have won multiple awards to recognize how devoted we are to customer service. We have been voted Oklahoma Magazine's Top Co. since 2011 and Tulsa World's Top Business since 2014.

I am a big believer that you can never really truly receive without giving. We focus a lot of our attention on the community. You'll often see us around town serving with The Soldiers Wish, Family and Children Services, and The Little Light House. Contact me to find out how to get involved.

I'm excited for the opportunity to help customers with their insurance and financial service needs to prepare them for life's unexpected. My experienced and enthusiastic team is ready to help customers find the right policy for their auto insurance, homeowners insurance, renters insurance, life insurance, and more. Come visit us at either of our Tulsa, OK offices today!~ 67th and Sheridan or Downtown

Brittanie Portillo McCoy - State Farm Insurance Agent Website Image
3520 W Houston Street Broken Arrow, OK

Our mission is to become your first choice for your insurance needs by establishing a personal relationship with you & helping you understand the risks you face every day. We focus on Auto/Car Insurance, Homeowners Ins, Renter's Insurance, Life Insurance, and Business/Commercial Ins throughout the Midlothian area including Tulsa County, Bixby, Jenks, Tulsa, Owassa and the surrounding areas. When unfortunate incidents occur, we pledge to be there to assist you through the good & the bad.

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