Wealth Management in Bartlesville, OK

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Bartlesville, OK Wealth Management Firms

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
First Investment Corporation
Location 307 SE Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 337-2045
SEC File# 801-63652
CRD# 115652
3 out of 5
Location 501 E 4th St, Bartlesville, OK 74003, USA
Phone (918) 338-2255
SEC File# 801-80730
CRD# 174042
Location 2360 Nowata Pl, Bartlesville, OK 74006, USA
Phone (918) 336-8200
Wealth Management in Bartlesville, OK

Where Wealth Management Advisors in Bartlesville, OK Serve

Nestled in the heart of Oklahoma, Bartlesville boasts a rich history and vibrant community. From the iconic Frank Lloyd Wright-designed Price Tower to the sprawling Woolaroc Museum and Wildlife Preserve, the city is home to numerous landmarks that showcase its unique character and charm. As for top employers, Bartlesville is anchored by major companies such as ConocoPhillips, Phillips 66, and the Bartlesville Public School District, all of which provide ample job opportunities for residents. In terms of transportation, the city is conveniently located near several major highways and streets, including US-75, US-60, and State Highway 123, making it easy to get around and explore all that the area has to offer. And when it comes to neighborhoods, Bartlesville has something for everyone, from the historic downtown district to the picturesque neighborhoods of Oak Park and Ranch Heights. Whether you're looking for a bustling urban center or a quiet suburban retreat, this charming Oklahoma city has it all.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Bartlesville, OK can benefit from a bank in various ways. For instance, a bank can offer financial products and services that are tailored to meet the specific needs of the community. In this case, a bank can provide loans to local businesses to help them grow and create job opportunities for the residents. Additionally, a bank can offer financial education to the community to help them manage their finances better. For instance, a bank can organize seminars and workshops on topics such as budgeting, saving, and investing. Furthermore, a bank can support community development initiatives, such as affordable housing projects, that aim to improve the quality of life for the residents. Overall, a bank can play a vital role in enhancing the economic well-being of Bartlesville, OK, by providing financial solutions that are designed to meet the unique needs of the community.

Insurance Broker

Residents of Bartlesville, OK may benefit from the services of an insurance broker in a variety of ways. For instance, the broker can help them navigate the complex world of insurance policies and find coverage that meets their specific needs. Given that Bartlesville is a small city with a population of around 36,000 people, the insurance market may not be as diverse as it is in larger cities. Therefore, an insurance broker can help residents access a wider range of insurance products and services, including home, auto, health, and life insurance. Additionally, the broker can help residents compare different insurance policies and providers to find the best value for their money. This can be especially helpful for residents who are on a tight budget or have specific insurance needs, such as those who work in high-risk jobs or have pre-existing medical conditions. Overall, an insurance broker can provide valuable guidance and support to residents of Bartlesville, OK, helping them protect their assets and achieve greater peace of mind.

Retirement Planning

Residents of Bartlesville, OK could benefit greatly from the services of a retirement planner. With a population of just over 36,000 people, this small town is home to many retirees who are looking to make the most of their golden years. A retirement planner can help these individuals by creating a personalized financial plan that takes into account their unique needs and goals. They can help with everything from budgeting and saving to investing and estate planning. Additionally, a retirement planner can provide guidance on navigating the complex world of Social Security and Medicare, which can be especially important for those living on a fixed income. Overall, working with a retirement planner can help residents of Bartlesville, OK achieve financial security and peace of mind in their retirement years.

Financial Advisor

Residents of Bartlesville, OK would greatly benefit from the services of a financial advisor in a variety of ways. With a population of just over 35,000, Bartlesville is a small town with a strong sense of community. However, this also means that residents may have limited access to financial resources and expertise. A financial advisor can provide guidance on everything from budgeting and saving to investing and retirement planning. Additionally, Bartlesville is home to several major employers, including ConocoPhillips and Phillips 66. A financial advisor can help residents navigate the complexities of employee benefits and stock options offered by these companies. With the right guidance, residents of Bartlesville can achieve financial stability and security for themselves and their families.

Mortgage Loan Officer

Residents of Bartlesville, OK could greatly benefit from the expertise of a mortgage loan officer. With the city's population growing at a steady pace, many individuals and families are looking to purchase homes in the area. A mortgage loan officer can assist residents in navigating the complex process of obtaining a mortgage, ensuring that they secure a loan that fits their unique financial situation and goals. Additionally, with Bartlesville's diverse housing market, including historic homes and new construction, a mortgage loan officer can provide valuable insight into the varying loan options available for different types of properties. Whether residents are first-time homebuyers or seasoned investors, a mortgage loan officer can provide the guidance and support needed to make informed decisions and achieve their homeownership dreams.

Tax Services

Residents of Bartlesville, OK can benefit from the guidance of a tax advisor in numerous ways. For instance, with the city being home to several major employers such as ConocoPhillips and Phillips 66, residents may have complex tax situations that require expert advice. A tax advisor can assist these individuals in navigating the intricacies of tax laws and regulations, ensuring that they are taking advantage of all available deductions and credits. Additionally, with Bartlesville being a hub for the oil and gas industry, residents who work in this field may have unique tax considerations, such as royalty income or depletion allowances. A tax advisor can provide valuable insights into these areas of taxation, helping residents to minimize their tax liability and maximize their overall financial well-being. Overall, the services of a tax advisor can be invaluable for residents of Bartlesville, OK who want to make informed decisions about their finances and ensure that they are in compliance with all applicable tax laws.

Estate Planning Lawyer

Residents of Bartlesville, OK can benefit from the services of an estate planning lawyer in numerous ways. Firstly, given that the city is home to several large corporations, many residents may have complex financial portfolios that require careful planning and management. An estate planning lawyer can help individuals navigate this complexity and ensure that their assets are distributed according to their wishes. Additionally, Bartlesville is known for its vibrant arts scene, and many residents may wish to leave a legacy by donating to local arts organizations. An estate planning lawyer can help individuals create charitable trusts or foundations that will support these organizations for years to come. Finally, given that Bartlesville has a large retiree population, many individuals may be concerned about long-term care and Medicaid planning. An estate planning lawyer can assist in creating a plan that will protect assets while also ensuring access to necessary care. Overall, the services of an estate planning lawyer can provide invaluable peace of mind to residents of Bartlesville, OK.


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