Financial Planning Resources
Investing ,
Life Insurance ,
Financial Advising
Hours:
2250 East 73rd Street Ste 650, Tulsa OK 74136
Hours
About 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.
Most Recent Reviews
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October 2026
Amazing service and outcomes! I switched from being a number in computerized plan with one of the large well-know investment firms to personalized services and being contacted about opportunities. Highly recommend Anna and the Financial Planning Resources team!!!
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September 2026
The individualized professional help has been such a blessing for me. My questions are always answered quickly and thoroughly
More Comments(2)
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Tulsa, Oklahoma