Wealth Management in Tulsa, OK

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List of Firms

Tulsa, OK Wealth Management Firms

SEC File# 801-114094
CRD# 297761
Location 1203 E 33rd St #100, Tulsa, OK 74105, USA
Phone (918) 956-0500
Directions
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Prime Wealth Management - Ameriprise Financial Services, LLC
Location 2431 E 61st St Ste 400, Tulsa, OK 74136, USA
Phone (918) 388-2009
Directions
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Northstar Wealth Management LLC
5 out of 5
Location 6660 S Sheridan Rd #205, Tulsa, OK 74133, USA
Phone (918) 508-2834
Directions
SEC File# 801-111823
CRD# 289886
Location 4200 E Skelly Dr Suite 950, Tulsa, OK 74135, USA
Phone (918) 991-6900
Directions
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Villines Wealth Management
5 out of 5
Location 5800 E Skelly Dr Suite 721, Tulsa, OK 74135, USA
Phone (918) 877-9099
Directions
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Fitzgerald Miller Wealth Management - UBS Financial Services Inc.
Location 6120 S Yale Ave Suite 1800, Tulsa, OK 74136, USA
Phone (918) 712-3170
Directions
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Merrill Lynch Wealth Management Advisor Alan H Ford
Location 6100 S Yale Ave Suite 1500 & 1650, Tulsa, OK 74136, USA
Phone (918) 496-7429
Directions
Wealth Management in Tulsa, OK

Where Wealth Management Advisors in Tulsa, OK Serve

Tulsa, Oklahoma is a vibrant city with a rich history and diverse culture. The city boasts a number of landmarks, including the iconic Golden Driller statue, the stunning Philbrook Museum of Art, and the historic Cain's Ballroom music venue. Top employers in Tulsa include companies like American Airlines, Saint Francis Health System, and Williams Companies. Major highways that run through the city include I-44 and US-75, while major streets include Peoria Avenue and Riverside Drive. Tulsa is also home to a number of unique neighborhoods, such as Cherry Street, Brookside, and the Pearl District, each with their own distinct character and charm. With so much to see and do, Tulsa is a must-visit destination for anyone looking to experience the best of Oklahoma.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Tulsa, OK could benefit from a bank in numerous ways. Firstly, the bank could provide financial assistance to small businesses in the area, which could lead to an increase in job opportunities for local residents. Additionally, banks could offer home loans to those looking to purchase property in Tulsa, which would aid in the growth of the local real estate market. Moreover, banks could offer financial education programs to the community, which would help residents better understand how to manage their finances and invest their money wisely. Furthermore, banks could provide loans to students looking to attend college or vocational schools, which would help to increase the overall education level of the community. Lastly, banks could offer charitable donations to local organizations, such as food banks and homeless shelters, which would aid in the fight against poverty and homelessness in Tulsa.

Insurance Broker

Residents of Tulsa, OK can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance market and find the best insurance policies that meet their unique needs and budget. With Tulsa being home to several large corporations and small businesses, an insurance broker can help business owners find the right insurance coverage to protect their assets and employees. Additionally, Tulsa is prone to severe weather conditions such as tornadoes, hailstorms, and flash floods, which can cause significant damage to properties. An insurance broker can help homeowners and renters in Tulsa find comprehensive insurance policies that cover natural disasters and other unforeseen events. Lastly, an insurance broker can provide valuable advice on how to file insurance claims and negotiate with insurance companies in the event of a loss. Overall, residents of Tulsa, OK can benefit greatly from the expertise and guidance of an insurance broker.

Retirement Planning

Residents of Tulsa, OK can benefit from the expertise of a retirement planner in several ways. First and foremost, a retirement planner can help them create a comprehensive retirement plan that takes into account their current financial situation, future goals, and any unique circumstances that may affect their retirement. This is especially important in Tulsa, where the cost of living is relatively low compared to other cities in the United States. A retirement planner can help residents of Tulsa maximize their retirement savings and investments to ensure they have enough money to live comfortably in retirement without sacrificing their current lifestyle. Additionally, a retirement planner can help residents of Tulsa navigate the complex world of Social Security and Medicare, which can be particularly confusing for those who are not familiar with these programs. By working with a retirement planner, residents of Tulsa can ensure that they are making informed decisions about their retirement and are prepared for whatever the future may bring.

Financial Advisor

Residents of Tulsa, OK can benefit from the services of a financial advisor in several ways. Firstly, a financial advisor can help residents of Tulsa navigate the complex tax laws that are specific to Oklahoma. This includes understanding the state's sales tax, property tax, and income tax laws. Additionally, a financial advisor can help residents of Tulsa create a budget that takes into account the city's high cost of living, which is notably higher than the national average. Furthermore, a financial advisor can help residents of Tulsa plan for retirement, which is especially important given that the state's retirement system faces significant funding challenges. Lastly, a financial advisor can help residents of Tulsa make informed investment decisions that align with their financial goals and risk tolerance, taking into account the city's unique economic factors such as its strong presence in the energy and aerospace industries.

Mortgage Loan Officer

Residents of Tulsa, OK can benefit from the expertise of a mortgage loan officer in several ways. With the city's diverse housing market, including historic homes in the Maple Ridge and Midtown neighborhoods, and new developments in Owasso and Broken Arrow, a mortgage loan officer can help residents navigate the complexities of the local real estate market. They can assist with finding the right loan program that suits the needs of the borrower, including first-time homebuyers, veterans, and those seeking to refinance. Additionally, with Tulsa's economy driven by the energy, aerospace, and healthcare industries, a knowledgeable loan officer can guide residents through the application process for specialized loan programs that may be available to them. Overall, a mortgage loan officer can provide invaluable support to residents of Tulsa, OK looking to achieve their homeownership goals.

Tax Services

Residents of Tulsa, OK could benefit from the guidance of a tax advisor in several ways. For instance, tax advisors can help residents navigate the complex tax laws and regulations in Tulsa, OK, which can be quite perplexing. They can also assist in identifying tax deductions and credits that residents may be eligible for, such as those related to home ownership or education expenses. Additionally, tax advisors can provide guidance on tax planning strategies that can help residents minimize their tax liabilities and maximize their refunds. Moreover, with the recent changes in the tax laws, tax advisors can help residents understand how these changes may impact their tax situation and provide advice on how to adjust their tax planning accordingly. Overall, tax advisors can provide invaluable assistance to residents of Tulsa, OK in ensuring that they comply with the tax laws and regulations while minimizing their tax burden.

Estate Planning Lawyer

Residents of Tulsa, OK can benefit from the services of an estate planning lawyer in a variety of ways. One specific aspect unique to Tulsa is the importance of planning for natural disasters. With the city being located in Tornado Alley, it is crucial to have a comprehensive plan in place to protect assets and ensure the smooth transfer of property in the event of an unexpected disaster. An estate planning lawyer can assist with creating legal documents such as a living trust or will to ensure that assets are distributed according to the individual's wishes. Additionally, an estate planning lawyer can provide guidance on tax planning, asset protection, and healthcare directives. By working with an estate planning lawyer, residents of Tulsa can have peace of mind knowing that their assets and loved ones will be taken care of in the event of an unexpected disaster or unforeseen circumstances.

Tulsa, OK Financial Resources

Tulsa, OK Chamber of Commerce

https://tulsachamber.com/

Tulsa, OK City Hall

https://www.cityoftulsa.org/

Tulsa, OK Public Library

https://www.tulsalibrary.org/

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