Best Financial Advisors in Bartlesville, OK

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List of Firms

Bartlesville, OK Fiduciary Financial Advisors

Arvest Wealth Management
SEC File# 801-63738
CRD# 42057
Location 100 SE Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 337-3202
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Hood & Associates CPAs | Tax, Accounting & Financial Services Of Bartlesville

5 out of 5

Location 1821 SE Washington Blvd, Bartlesville, OK 74006, USA
Phone (918) 336-7600
Abby Barzee
Location 4225 SE Adams Rd, Bartlesville, OK 74006, USA
Phone (918) 337-3551
RED RIVER FINANCE COMPANY

4 out of 5

Location 119 SE Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 337-2274
Adams Investment Co

1 out of 5

Location 4100 SE Adams Rd, Bartlesville, OK 74006, USA
Phone (918) 335-1010
Wymer Brownlee Wealth Strategies
Location 3650 Camelot Dr, Bartlesville, OK 74006, USA
Phone (918) 333-7291
Hank Hamilton
Location 6105 Nowata Rd, Bartlesville, OK 74006, USA
Phone (918) 876-1754
Stotts Archambo Mueggenborg & Barclay PC

5 out of 5

Location 302 S Osage Ave, Bartlesville, OK 74003, USA
Phone (918) 336-0008
Northwestern Mutual Financial: Stoia Jr G Sam
Location 501 S Johnstone Ave # 540C, Bartlesville, OK 74003, USA
Phone (918) 336-5717
Shoesmith Financial Services
Location 715 Dewey Ave, Bartlesville, OK 74003, USA
Phone (918) 336-4400
Arvest Bank
SEC File# 801-63738
CRD# 42057

2 out of 5

Location 2651 SE Washington Blvd, Bartlesville, OK 74006, USA
Phone (918) 337-3282
Time Monday: 9:00 AM – 4:00 PM Tuesday: 9:00 AM – 4:00 PM Wednesday: 9:00 AM – 4:00 PM Thursday: 9:00 AM – 4:00 PM Friday: 9:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Edward Jones - Financial Advisor: Dustin Hancock, AAMS¿
SEC File# 801-3297
CRD# 250
Location 3851-B Tuxedo Blvd, Bartlesville, OK 74006, USA
Phone (918) 331-9236
Knightsbridge Advisers Inc
SEC File# 801-45068
CRD# 111043
Location 122 SW Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 336-0978
Time Monday: 8:30 AM – 5:00 PM Tuesday: 8:30 AM – 5:00 PM Wednesday: 8:30 AM – 5:00 PM Thursday: 8:30 AM – 5:00 PM Friday: 8:30 AM – 5:00 PM Saturday: Closed Sunday: Closed
Susan Dick and Associates
Location 330 S Johnstone Ave, Bartlesville, OK 74003, USA
Phone (918) 337-5277
Cady Wealth Management
Location 4160 SE Adams Rd Suite 102, Bartlesville, OK 74006, USA
Phone (918) 213-4899
Continental Credit

5 out of 5

Location 2521 SE Washington Blvd, Bartlesville, OK 74006, USA
Phone (918) 766-0150
Edward Jones - Financial Advisor: Garret Parr
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2321 Nowata Pl Suite B, Bartlesville, OK 74006, USA
Phone (918) 333-0499
Arvest Bank
SEC File# 801-63738
CRD# 42057

4 out of 5

Location 4225 SE Adams Rd, Bartlesville, OK 74006, USA
Phone (918) 337-3282
Arvest Wealth Management
SEC File# 801-63738
CRD# 42057
Location 4225 SE Adams Rd, Bartlesville, OK 74006, USA
Phone (918) 337-4333
Sentry Advisors
SEC File# 801-80730
CRD# 174042
Location 2360 Nowata Pl, Bartlesville, OK 74006, USA
Phone (918) 336-8200
Edward Jones - Financial Advisor: Levi Walker, AAMS¿
SEC File# 801-3297
CRD# 250
Location 221 SE Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 337-3782
Edward Jones
SEC File# 801-3297
CRD# 250
Location 413 E 5th St, Bartlesville, OK 74003, USA
Phone (918) 337-2712
Edward Jones - Financial Advisor: Randy S Bluhm, AAMS¿
SEC File# 801-3297
CRD# 250

5 out of 5

Location 418 E 5th St, Bartlesville, OK 74003, USA
Phone (918) 337-2712
Prudential Insurance Co
Location 300 S Shawnee Ave, Bartlesville, OK 74003, USA
Phone (918) 336-1865
Hannah Bode
Location 100 SE Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 337-3202
NorthPoint Financial Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 701 SW Jennings Ave, Bartlesville, OK 74003, USA
Phone (918) 337-2772
Council Oak Wealth Advisors
SEC File# 801-113403
CRD# 297180
Location 3091 SE Washington Blvd b, Bartlesville, OK 74006, USA
Phone (918) 337-0299
Pension Advisors Inc
SEC File# 801-63652
CRD# 115652
Location 501 E 4th St, Bartlesville, OK 74003, USA
Phone (918) 338-2255
Bill Wilson - Voya Financial Advisors

5 out of 5

Location 2360 A, Nowata Pl, Bartlesville, OK 74006, USA
Phone (918) 336-8203
Q1 Worldwide Financial
Location 400887 W 2400 Rd, Bartlesville, OK 74006, USA
Phone (580) 551-9055
Shoesmith Financial Services
Location 401 Dewey Ave, Bartlesville, OK 74003, USA
Phone (918) 336-4400
Barnett Investments
SEC File# 801-113403
CRD# 297180
Location 401 SE Dewey Ave # 204, Bartlesville, OK 74003, USA
Phone (918) 337-0299
RCB Bank

4 out of 5

Location 4224 SE Adams Rd, Bartlesville, OK 74006, USA
Phone (918) 335-4663
Arvest Bank
SEC File# 801-63738
CRD# 42057

4 out of 5

Location 100 SE Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 337-3282
Karen B Wilson: Primerica - Financial Services
Location 122 SW Frank Phillips Blvd STE 118, Bartlesville, OK 74003, USA
Phone (918) 280-9305
Spur Capital Partners
SEC File# 801-60804
CRD# 115959

5 out of 5

Location 2370 Nowata Pl, Bartlesville, OK 74006, USA
Phone (918) 331-3800
Security Finance

4 out of 5

Location 2513 SE Washington Blvd, Bartlesville, OK 74006, USA
Phone (918) 331-3700
Compass Pointe Financial LLC
SEC File# 801-111999
CRD# 290110
Location 3654 Camelot Dr b, Bartlesville, OK 74006, USA
Phone (918) 336-1934
Image of Bartlesville, OK
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About Bartlesville, OK

Bartlesville, OK is a city in Washington County, Oklahoma. The city is home to several landmarks, including the Price Tower Arts Center, Woolaroc Museum and Wildlife Preserve, and the Frank Lloyd Wright-designed Bartlesville First United Methodist Church. Bartlesville's top employers include Phillips 66, ConocoPhillips, and ONEOK. Major highways and streets in Bartlesville include U.S. Highway 75 and State Highway 123. The city's neighborhoods include Eastland, Westside, Hillcrest, and Southside.

Where Certified Financial Advisors in Bartlesville, OK Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks provide a variety of services to their customers, some of which include lending money, providing checking and savings accounts, and issuing credit cards. In Bartlesville, OK, there are several banks that offer these services to residents. Each bank has its own set of policies and procedures, so it is important for customers to shop around and find the bank that best suits their needs.

Insurance Broker

If you're a resident of Bartlesville, OK, and need insurance, you may be wondering where to turn. Fortunately, there are many insurance brokers in the area who can help you find the right coverage for your needs. Brokers can compare rates from several different insurers to find the best deal for you, and they can also help you find special discounts on coverage. If you're looking for car insurance, home insurance, or health insurance, a broker can help.

Retirement Planning

Financial advisors can help Bartlesville, OK residents with retirement planning in a number of ways. They can provide guidance on how much money to save each month, how to invest money for the long term, and how to make the most of Social Security benefits. Financial advisors can also help retirees stay within their budget once they stop working, and ensure that they have enough money to cover medical expenses in retirement.

Wealth Management

If you are a Bartlesville, OK resident who is looking for ways to better manage your wealth, then you may want to consider working with a wealth management company. Wealth management companies offer a variety of services that can help you make the most of your money. Some of the services that wealth management companies typically offer include investment advice, estate planning, tax planning, and risk management. By working with a wealth management company, you can get help making decisions about how to invest your money and how to protect it from risks such as market fluctuations and inflation. If you are interested in learning more about how a wealth management company can help you, please contact us today. We would be happy to answer any questions you have and provide you with more information about our services.

Estate Planning Lawyer

Estate planning lawyers can help Bartlesville, OK residents protect their assets and ensure that their loved ones are taken care of after they die. They can also help people plan for the future, by creating wills and trusts that will dictate how their money is distributed after they die. Estate planning lawyers can be an invaluable resource for people in Bartlesville, OK, who want to make sure their loved ones are taken care of after they die.

Mortgage Loan Officer

Mortgage loan officers in Bartlesville, OK can help residents with a number of services related to mortgages. These services include helping people find the right mortgage for their needs, helping them through the application process, and helping them understand the terms of their mortgage. In addition, mortgage loan officers can also help residents refinance their mortgages or get a home equity line of credit.

Tax Services

Tax accountants can help Bartlesville, OK residents in a variety of ways. They can help people file their taxes, ensuring that they get the best possible return on their investment. They can also help people plan for their future tax liabilities, allowing them to save money in the long run. Finally, tax accountants can help people resolve any disputes with the IRS, ensuring that they get the best possible outcome in each situation.

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FAQs About Personal Financial Advisors in Bartlesville, OK