Tulsa, OK Financial Planner

( 30 Reviews )
Burkholder Wealth Management Logo

Burkholder Wealth Management

Financial Planner

5014 E 101st St #200 Tulsa, OK 74137
Matt Kelsey

BWM is as professional as they come! Their tailored strategies can suit all client needs and I cannot recommend them higher.

( 18 Reviews )
Retirement Planning | Sooner Retirement Logo

Retirement Planning | Sooner Retirement

Financial Planner

5222 E 69th Pl Tulsa, Oklahoma 74136
Rochester Fan

James is a financial advisor I trust. I found him on website. He is knowledgeable and patient. He spents time with you fot what you have in concern. If you are lookin ... more

( 1 Reviews )
Brock and Associates - Ameriprise Financial Services, LLC Logo

Brock and Associates - Ameriprise Financial Services, LLC

Financial Planner, Investment Service

5018 E 68th St Fl 1 Tulsa, Oklahoma 74136
( 3 Reviews )
Utica Capital Logo

Utica Capital

Financial Planner

2100 South Utica Avenue Suite 300, Suite 300 Tulsa, OK 74114
Joseph Moore

Jay and his team have great investment opportunities and take very good care of their clients!

( 1 Reviews )
Sylvia Karimian - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Sylvia Karimian - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

2431 E 61st St, Ste 400 Tulsa, Oklahoma 74136
( 1 Reviews )
Steve Wilson Lamphear - Associate Financial Advisor, Ameriprise Financial Services, LLC Logo

Steve Wilson Lamphear - Associate Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

5018 E 68th St, Fl 1 Ste B Tulsa, Oklahoma 74136
( 1 Reviews )
Craig Marcello - Financial Advisor, Ameriprise Financial Services, LLC Logo

Craig Marcello - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner

5018 E 68th St, Fl 1 Tulsa, Oklahoma 74136
( 1 Reviews )
SMALL & ASSOCIATES FINANCIAL - Ameriprise Financial Services, LLC Logo

SMALL & ASSOCIATES FINANCIAL - Ameriprise Financial Services, LLC

Financial Planner

4200 E Skelly Dr, Suite 1015 Tulsa, Oklahoma 74135
Tony Oliva

Chris and his staff are extremely attentive to client needs. They listen you and plan according to your needs.

( 0 Reviews )
Robert Morgenthaler - Thrivent Logo

Robert Morgenthaler - Thrivent

Financial Planner

2448 E 81st St, Ste 4960 Tulsa, Oklahoma 74137
( 1 Reviews )
Jon Grossi - COUNTRY Financial representative Logo

Jon Grossi - COUNTRY Financial representative

Insurance Agency, Auto Insurance Agency, Financial Planner

8282 South Memorial Drive Tulsa, OK 74133
( 1 Reviews )
Gibraltar Capital Management Inc Logo

Gibraltar Capital Management Inc

Financial Planner, Financial Consultant, Investment Service

7304 S Yale Ave Tulsa, OK 74136
Steve Shadrach

Outstanding group of men and women. Have a lot of respect and confidence in them.

( 37 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

7633 E 63rd Pl Ste 100 Tulsa, Oklahoma 74133
Lorrie David

Found great service as a customer, with great education. Now a great place to work, lots of education and help along the way to serve our clients.

( 37 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

7633 E 63rd Pl Ste 100 Tulsa, Oklahoma 74133
Buck Shea

Shanna was very helpful and professional in helping me find the right insurance plan for my family. I would highly recommend her and your company to my friends and family ... more

( 37 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

7633 E 63rd Pl Ste 100 Tulsa, Oklahoma 74133
Eugene Brown

Shanna and Sophie were both very thorough , efficient and pretty . I definitely recommend bankerslife to family and friends !

( 37 Reviews )
Bankers Life Logo

Bankers Life

Insurance Agency, Financial Planner, Health Insurance Agency

7633 E 63rd Pl Ste 100 Tulsa, Oklahoma 74133
Lorrie David

Found great service as a customer, with great education. Now a great place to work, lots of education and help along the way to serve our clients.

( 2 Reviews )
David Provenzano - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

David Provenzano - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner

7712 S Yale Ave, Ste 250 Tulsa, Oklahoma 74136
Chris Fraijo

Previous Employee. Company put a false report on my U-5 and tried to black ball me in the industry. Has an employee named Mike, who is very unprofessional and runs his sh ... more

( 1 Reviews )
Brandt Brock - Private Wealth Advisor, Ameriprise Financial Services, LLC Logo

Brandt Brock - Private Wealth Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

5018 E 68th St Fl 1 Tulsa, Oklahoma 74136
chelsea jackson

Very rude on the phone.

( 1 Reviews )
1522 Financial Logo

1522 Financial

Financial Planner

2250 E 73rd St Suite 415 Tulsa, OK 74136
( 24 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, ATM, Financial Institution

4825 E 36th St Tulsa, OK 74135
Cheyenne King

Stacy was my teller and was super friendly and helpful and able to answer all my questions I had. Definitely recommend this bank.

( 43 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, ATM, Financial Institution

4548 East 51st Street Tulsa, OK 74136
Steve Laidley

Donรขโ‚ฌโ„ขt bank at Arvest! They closed my account when I didnรขโ‚ฌโ„ขt do anything wrong, this dropped my credit score by 72 points! They would never give me an explanation ... more

( 17 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Mortgage Lender, Financial Planner

4825 East 36th Street Tulsa, OK 74135
Cheyenne King

Stacy was my teller and was super friendly and helpful and able to answer all my questions I had. Definitely recommend this bank.

( 26 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Financial Institution, ATM

502 South Main Street Tulsa, OK 74103
Emilk V#

Bueno me encanta el luga2

( 49 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Financial Institution, ATM

6560 East 71st Street Tulsa, OK 74133
Melvin Funez

Good place

( 42 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Financial Institution, ATM

4117 South Peoria Avenue Tulsa, OK 74105
Taylor Huddleston

I lost my wallet, so I went in to replace my cards at Peoria location. Guess I havent been inside of one in a while because instead of being able to sit down with somebod ... more

( 27 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, ATM, Financial Institution

4825 E 36th St Tulsa, OK 74135
L8bro

I opened an account here decades ago specifically because they were open until 8p. As the years went by, 8p changed to 7p, then to 6p, now the lobbies all close at 5p wh ... more

( 58 Reviews )
Arvest Bank ATM Logo

Arvest Bank ATM

ATM, Financial Planner, Mortgage Lender

4548 East 51st Street Tulsa, OK 74136
Straylight May

Recently I attempted to withdraw funds from my Arvest account via cashier's check. I was in person and had all needed identity verification. My account was subsequently l ... more

( 61 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Financial Institution, ATM

4301 South Garnett Road Tulsa, OK 74146
Summer Cawvey

Staff is extremely friendly and helpful plus I was in and out within 5-7 minutes and that's going in for a new debit card

( 27 Reviews )
Arvest Bank ATM Logo

Arvest Bank ATM

ATM, Financial Institution, Mortgage Lender

502 South Main Street Tulsa, OK 74103
Joseph Sanchez

Disappointed that they have made very little effort to open the branches for in store banking.

( 35 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Financial Institution, ATM

2500 West Edison Street Tulsa, OK 74127
sheri aldridge

The best

( 79 Reviews )
Arvest Bank ATM Logo

Arvest Bank ATM

ATM, Financial Institution, Mortgage Lender

218 South Memorial Drive Tulsa, OK 74112
Steven Eidson

A smile goes a long way the tellers should try it!

( 139 Reviews )
First State Investment Advisors | Tulsa Financial Advisors Logo

First State Investment Advisors | Tulsa Financial Advisors

Investment Service, Financial Planner, Investment Company

8801 S Yale Ave #410 Tulsa, OK 74137
Cheryl Foley

Thank you Sid for your help in directing me on my path to retirement! You were very informative and willing to listen to my situation.

( 74 Reviews )
White House Financial Consulting LLC Logo

White House Financial Consulting LLC

Event Planner, Event Planner, Event Planner

5924 S Atlanta Pl Tulsa, OK 74105
Jaclyn Sanchez

I got married at the White House Mansion October 24th. 2020! The owner, Julia Kwok went above and beyond to make sure everything was perfect from the day we booked with h ... more

( 0 Reviews )
Beau Brock - Financial Advisor, Ameriprise Financial Services, LLC Logo

Beau Brock - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

5018 E 68th St Fl 1 Tulsa, Oklahoma 74136
( 0 Reviews )
David Haugen - Financial Advisor, Ameriprise Financial Services, LLC Logo

David Haugen - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

8801 S Yale Ave Ste 120 Tulsa, Oklahoma 74137
( 0 Reviews )
Brittany Armer - Financial Advisor, Ameriprise Financial Services, LLC Logo

Brittany Armer - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

5018 E 68th St Fl 1 Tulsa, Oklahoma 74136
( 0 Reviews )
Mark McCord - Financial Advisor, Ameriprise Financial Services, LLC Logo

Mark McCord - Financial Advisor, Ameriprise Financial Services, LLC

Financial Planner, Investment Service

4200 E Skelly Dr Ste 1015 Tulsa, Oklahoma 74135
( 0 Reviews )
Scott Dittmer - Thrivent Logo

Scott Dittmer - Thrivent

Financial Planner

2448 E 81st St, Suite 4960 Tulsa, Oklahoma 74137
( 0 Reviews )
Paul Kent - Thrivent Logo

Paul Kent - Thrivent

Financial Planner

2448 E 81st St, Ste 4960 Tulsa, Oklahoma 74137
( 0 Reviews )
Robert Morgenthaler - Thrivent Logo

Robert Morgenthaler - Thrivent

Financial Planner

2448 E 81st St, Ste 4960 Tulsa, Oklahoma 74137
( 0 Reviews )
Tim Veldstra - Thrivent Logo

Tim Veldstra - Thrivent

Financial Planner

2448 E 81st St, Ste 4960 Tulsa, Oklahoma 74137
( 11 Reviews )
Brian Mitchell with LPL Financial Logo

Brian Mitchell with LPL Financial

Financial Planner

5612 E 89th St Tulsa, OK 74137
Hailey Mitchell

Brian helped us navigate the stock market and we have had great growth in our investments throughout the years. Would recommend to anybody looking for a financial advisor ... more

( 49 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Financial Institution, ATM

9701 East 31st Street Tulsa, OK 74146
Heather Hunter

Terrible location, walk in entrance on the south side only has one way entrance for vehicles so you must park on north side. Very busy location with not enough staff to a ... more

( 14 Reviews )
INSPiRE Financial Group | Financial Services & Planning in Tulsa Logo

INSPiRE Financial Group | Financial Services & Planning in Tulsa

Financial Planner, Financial Consultant

4200 E Skelly Dr # 530 Tulsa, OK 74135
Brian Bailey

When I first got a request for a meeting I was skeptical. I met and walked through my financial current and future goals with Chad and created a plan. Now a year has pa ... more

( 1 Reviews )
Opes One Logo

Opes One

Financial Planner

4200 E. Skelly Drive, Suite 530 Tulsa, Oklahoma 74135
( 82 Reviews )
Oath - Tulsa Estate Planning & Investment Attorneys Logo

Oath - Tulsa Estate Planning & Investment Attorneys

Estate Planning Attorney, Financial Planner

1214 E 33rd St Tulsa, OK 74105
Tiffany Sizemore

Katherine helped my mom with a Revocable Living Trust and it was a breeze. Thanks Katherine

( 10 Reviews )
Arvest Bank ATM Logo

Arvest Bank ATM

ATM, Financial Institution, Mortgage Lender

201 North Elgin Avenue Tulsa, OK 74119
Kim Tunnell

I have been with Arvest since 2014. They have always been professional, courteous and have offered a willing hand whenever needed.

( 13 Reviews )
Future U Financial Inc. Logo

Future U Financial Inc.

Financial Planner

110 S Hartford Ave Suite 100 Tulsa, OK 74120
Dustin Parkhurst

These guys are THE BEST! I sincerely feel like they keep me from missing the boat on when to trade. Their advice has been right on the money, and they are extremely pro ... more

( 0 Reviews )
Financial Planning Resources Logo

Financial Planning Resources

Financial Planner

2250 E 73rd St Suite 650 Tulsa, OK 74136
( 16 Reviews )
Arvest Bank Logo

Arvest Bank

Bank, Financial Institution, ATM

6306 East 101st Street Tulsa, OK 74137
Jimbo Turner

All the employees are friendly and knowledgeable.

( 3 Reviews )
Arvest Bank ATM Logo

Arvest Bank ATM

ATM, Financial Institution, Mortgage Lender

11032 South Memorial Drive Tulsa, OK 74133
Praneeth Bamunuarrachchige

In drive true 6 lane one employee

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