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Financial Advisory Services in Oklahoma

Allstate Insurance Agent: Jim Shortridge photos
Allstate Insurance Agent: Jim Shortridge, Edmond
Edmond / Oklahoma / United States
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I’ve gotten to know many local families as an Allstate agent in Edmond. I enjoy being a part of the community, and building local relationships is one of the best parts of my job. I look forward to getting to know you and helping you to find the solutions that meet your needs.I’m committed to helping Edmond residents assess 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, email, or visit my agency in Edmond today.
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Edward Jones - Financial Advisor: Cale W Leeper photos
Edward Jones - Financial Advisor: Cale W Leeper, Alva
Alva / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Gary Forbes Jr Income Tax photos
Gary Forbes Jr Income Tax, Skiatook
Skiatook / Oklahoma / United States
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Gary Forbes Income Tax is a veteran-family owned and operated income tax preparation business focused on earning the trust and confidence of the taxpayer as a good steward of their tax dollar and becoming their local champion when dealing with the Internal Revenue Service. Our taxpayers keep as much of their hard-earned dollars possible because Gary Forbes Jr. Income Tax has established rapport and mutual understanding with the people at the IRS derived from thirty years of professional relationships. Gary Forbes Sr. has established rapport with the people at the IRS, cultivated over thirty years of professional relationship. He has earned the privilege of representing taxpayers before the IRS as an Enrolled Agent, the highest credential the IRS awards.
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Edward Jones - Financial Advisor: Brian K Geist, CFP® photos
Edward Jones - Financial Advisor: Brian K Geist, CFP®, Seminole
Seminole / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Steve Wilson Lamphear - Ameriprise Financial Services, Inc. photos
Steve Wilson Lamphear - Ameriprise Financial Services, Inc., Grove
Grove / Oklahoma / United States
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Its never too early to begin thinking about leaving a legacy. I can help my clients design a plan thats consistent with their dreams and values ” for today and tomorrow ” and helps pass on to their loved ones whats important. Its a personal and often complex process, but well worth the effort. With my experience in estate planning strategies and our exclusive Confident Retirement approach, I help guide my clients through their options and learn how decisions could impact their entire financial situation. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Adam Hewett photos
Edward Jones - Financial Advisor: Adam Hewett, Tulsa
Tulsa / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Mark E Woody - Ameriprise Financial Services, Inc. photos
Mark E Woody - Ameriprise Financial Services, Inc., Norman
Norman / Oklahoma / United States
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The advisor listed is an Ameriprise financial advisor in Norman. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisors clients. How will you be brilliant? I can help.Im not only in the business of helping you pursue your wealth. Im also in the business of helping you grow your financial confidence in the future. Ill help you balance pursuing your dreams for tomorrow with what you want today. Well use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals. Im here to help you live the life youve earned. When you have the right advisor, life can be brilliant.
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Edward Jones - Financial Advisor: Kurt Elliott photos
Edward Jones - Financial Advisor: Kurt Elliott, Enid
Enid / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Candace R Hobbs photos
Edward Jones - Financial Advisor: Candace R Hobbs, Edmond
Edmond / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Farmers Insurance - Charlie Hendrickson photos
Farmers Insurance - Charlie Hendrickson, Tulsa
Tulsa / Oklahoma / United States
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As your personal Farmers Insurance agent located in Tulsa, I believe in keeping you informed of ways to protect whats important to you. Whether youre looking for auto insurance, homeowners insurance, life insurance, or specialty coverage, Farmers Insurance will help you select the right products to fit your insurance needs. Auto Insurance at Farmers Insurance offers a variety of auto insurance products to fit your needs. In case youre involved in an accident, Farmers auto, motorcycle & car insurance can help provide financial protection for you and your family. Whether you need homeowners insurance or renters insurance, Farmers offers home insurance coverage for protecting you and your belongings. Farmers Insurance also offers life insurance, business insurance, and motorcycle insurance to help protect your hard earned assets. Visit our website for a competitive quote to help save money & better protect your family today!
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Edward Jones - Financial Advisor: Sam McDaniel photos
Edward Jones - Financial Advisor: Sam McDaniel, Idabel
Idabel / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Money Services Inc photos
Money Services Inc, Ardmore
Ardmore / Oklahoma / United States
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A loan company you can trust. Before you can apply for a loan, its important to finalize on a loan firm which invokes confidence in you. When its something as critical as borrowing money, you cant leave things to chance. With Money Services, however, you can be sure youve made the right decision. Not only have we been doing business since 1967, were also the first company in the state of Oklahoma to get a license to provide loans. Call Now For Fast Approval. No Hassle. Fast Friendly Service. Easy Terms. No Collateral. 30 Day Interest Free Loans
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Mike Purzner - Ameriprise Financial Services, Inc. photos
Mike Purzner - Ameriprise Financial Services, Inc., Tulsa
Tulsa / Oklahoma / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Thomas A Hunt - Ameriprise Financial Services, Inc. photos
Thomas A Hunt - Ameriprise Financial Services, Inc., Tulsa
Tulsa / Oklahoma / United States
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I care about whats important to youYour financial goals are unique, and I can help you achieve them. I take the time to understand whats truly important to you ” whether its saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident and secure about your financial future. With the right financial advice, life can be brilliant. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Edward Jones - Financial Advisor: Hugh M Thompson IV photos
Edward Jones - Financial Advisor: Hugh M Thompson IV, Tulsa
Tulsa / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Kurt W Semtner photos
Edward Jones - Financial Advisor: Kurt W Semtner, Edmond
Edmond / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Edward Jones - Financial Advisor: Brooke L Tidwell photos
Edward Jones - Financial Advisor: Brooke L Tidwell, Ada
Ada / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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Bruce E Smith - Ameriprise Financial Services, Inc. photos
Bruce E Smith - Ameriprise Financial Services, Inc., Bartlesville
Bartlesville / Oklahoma / United States
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You are not just another face in the crowdYou are unique, and so are your financial goals. Thats why I care and take the time to understand whats truly important to you. I can help you prepare for whatever life brings ” both the expected and the unexpected ” with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.Every client is important to me. Over time, well work together to help you achieve what matters most. Let me help you gain the freedom to live financially confident and in control. Comments are not verified, may not be accurate and are not representative of the experiences of the advisors clients.
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Country Club Bank- Capital Markets Group photos
Country Club Bank- Capital Markets Group, Tulsa
Tulsa / Oklahoma / United States
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Since 1985 Country Club Banks Capital Markets Group has offered investment management services for community bank investment portfolios and high net worth individuals. We serve the financial institutions marketplace as an active fixed-income underwriter and secondary market trader of high-quality taxable and tax-free bonds.
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Edward Jones - Financial Advisor: Conrad L Walcher photos
Edward Jones - Financial Advisor: Conrad L Walcher, Woodward
Woodward / Oklahoma / United States
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Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.
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