Financial Planning Resources

Investing, Life Insurance, Financial Advising
Hours:
2250 E 73rd St Suite 650, Tulsa OK 74136

Hours

Monday
8AM - 5PM
Tuesday
8AM - 5PM
Wednesday
8AM - 5PM
Thursday
8AM - 5PM
Friday
8AM - 5PM
Saturday
Closed
Sunday
Closed

From Financial Planning Resources

We take a proactive approach to financial advocacy. We continuously monitor your portfolio and progress, offering data-backed guidance along the way. At the core of all this is our desire to know you well so that we can guide you well. We provide customized solutions based on your dreams, your challenges, and your priorities. Understanding these fundamental aspects of your life helps us create the best financial plan for you. Securities and financial planning offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC (finra.org sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL as to accuracy or completeness.

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