Financial Services
Serenity Financial - Stephen Haney
508 W. Atlanta St.
Broken Arrow, Oklahoma
serenityfinancial.us
918-973-1937
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions to protecting your lifestyle with living benefits, we can help you create and enjoy the future of your dreams. We’re committed to keeping things simple and clear. We pride ourselves on providing you with quality information, so you can make sound financial decisions. We tailor our recommendations around your specific goals to help create the peace of mind you deserve. Contact us to learn more about what we do and to figure out if we might be a good fit.
508 W. Atlanta St.
Broken Arrow, Oklahoma
serenityfinancial.us
918-973-1937
Preparing for your financial future is one of the most important steps you can take in life. From tax-advantaged strategies to lifetime income solutions to protecting your lifestyle with living benefits, we can help you create and enjoy the future of your dreams. We’re committed to keeping things simple and clear. We pride ourselves on providing you with quality information, so you can make sound financial decisions. We tailor our recommendations around your specific goals to help create the peace of mind you deserve. Contact us to learn more about what we do and to figure out if we might be a good fit.
Alyssa Bryant, CPA/Attorney at Law
2615 E. 15th St.
Tulsa, OK 74104
918-600-4064
alyssabryant@outlook.com
Alyssa "Allie" Bryant is a lawyer and CPA with over 27 years' experience in the practice of law. She advises the LGBT community in estate planning, business formation and all legal issues pertaining to the transgender population.
2615 E. 15th St.
Tulsa, OK 74104
918-600-4064
alyssabryant@outlook.com
Alyssa "Allie" Bryant is a lawyer and CPA with over 27 years' experience in the practice of law. She advises the LGBT community in estate planning, business formation and all legal issues pertaining to the transgender population.
Ameriprise - John T. Keown
4200 E Skelly Drive, Ste 1015
Tulsa, OK
918-748-8191
http://www.ameripriseadvisors.com/john.t.keown
john.t.keown@ampf.com
Private wealth advisor with over 28 years of experience helping clients preserve and grow their wealth and achieve their dreams and financial goals.
4200 E Skelly Drive, Ste 1015
Tulsa, OK
918-748-8191
http://www.ameripriseadvisors.com/john.t.keown
john.t.keown@ampf.com
Private wealth advisor with over 28 years of experience helping clients preserve and grow their wealth and achieve their dreams and financial goals.
Cityscape Home Mortgage - Howard Doak
5801 E. 41st St., Ste 350
Tulsa, OK 74135
918-622-0900
918-851-2950
With Seventeen years of mortgage lending experience, I love working with every home buyer from the first home to finding creative financing solutions for the novice home owner. I have a great referral network here in Tulsa and our surrounding areas to help you as the buyer with your Real Estate, Insurance and Inspection needs.
5801 E. 41st St., Ste 350
Tulsa, OK 74135
918-622-0900
918-851-2950
With Seventeen years of mortgage lending experience, I love working with every home buyer from the first home to finding creative financing solutions for the novice home owner. I have a great referral network here in Tulsa and our surrounding areas to help you as the buyer with your Real Estate, Insurance and Inspection needs.
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Cornerstone Wealth Management
Bruce Clemens 3901 South 113th West Ave. Sand Springs, OK 74063 918-246-5050 www.tclwm.com bruce.clemens@lpl.com As independent advisors, we spend our time and energy on you - not meeting sales goals or product quotas. We have the freedom to provide objective advice and recommend the investments and strategies that can help you pursue your financial independence. We strive to provide comprehensive wealth management services for every stage of the journey. Our Advisor's mission is to enhance your life by helping create sound, financial strategies. |
Edward Jones - Phillip West
Farm Shopping Center
5231 S. Sheridan Road
Tulsa, OK 74145
918-622-2207
www.edwardjones.com
phillip.west@edwardjones.com
Financial strategies, one-on-one advice and insurance services
Farm Shopping Center
5231 S. Sheridan Road
Tulsa, OK 74145
918-622-2207
www.edwardjones.com
phillip.west@edwardjones.com
Financial strategies, one-on-one advice and insurance services
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Grand Bank - Andrew E. Witter
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Kelly Kirby, CPA
4815 S Harvard Ave, STE 205
Tulsa, OK 74135
918-747-5466
www.kkirby.com
Kelly Kirby
kelly@kkirby.com
Certified Public Accountant serving the tax and accounting needs of the Oklahoma LGBTQ community since 1982
4815 S Harvard Ave, STE 205
Tulsa, OK 74135
918-747-5466
www.kkirby.com
Kelly Kirby
kelly@kkirby.com
Certified Public Accountant serving the tax and accounting needs of the Oklahoma LGBTQ community since 1982
Morgan Stanley Wealth Management– Jane Mudgett
2200 S Utica Place, Suite 300
Tulsa, OK 74114
TEL: 918-744-4601
FAX: 918-746-4853
morganstanleyfa.com/janemudgett
Jane Mudgett
Jane.Mudgett@morganstanley.com
Financial adviser and wealth manager, focusing on long-term investing & financial planning.
2200 S Utica Place, Suite 300
Tulsa, OK 74114
TEL: 918-744-4601
FAX: 918-746-4853
morganstanleyfa.com/janemudgett
Jane Mudgett
Jane.Mudgett@morganstanley.com
Financial adviser and wealth manager, focusing on long-term investing & financial planning.
New York LIfe - Stan "Chad" Streater
2431 E. 61st, Suite 650
Tulsa, OK 74136
918-497-9521
Stan "Chad" Streater
www.newyorklife.com
Sstreater@ft.newyorklife.com
LIfe insurance, financial planning and retirement
planning
2431 E. 61st, Suite 650
Tulsa, OK 74136
918-497-9521
Stan "Chad" Streater
www.newyorklife.com
Sstreater@ft.newyorklife.com
LIfe insurance, financial planning and retirement
planning
Ravenhawk and Associates - Anthony Scroggins
7380 S Olympia Ave Suite 353
Tulsa, OK 74132
918-360-3782
ravenhawkassociates.com
Scroggins@ravenhawkassociates.com
RavenHawk & Associates is a division of Engage Life Institute a 501c3 non-profit public charity.
We as brokers, provide service and pricing comparisons so you can present your employees with the best benefits packages that will retain and recruit top quality employees. We also provide many FREE benefits for your employees. RavenHawk & Associates donates 60% of all profits to SpectrumPink's Autism Acceptance Programs. Call today to get your FREE analysis and help support Autism Acceptance.
7380 S Olympia Ave Suite 353
Tulsa, OK 74132
918-360-3782
ravenhawkassociates.com
Scroggins@ravenhawkassociates.com
RavenHawk & Associates is a division of Engage Life Institute a 501c3 non-profit public charity.
We as brokers, provide service and pricing comparisons so you can present your employees with the best benefits packages that will retain and recruit top quality employees. We also provide many FREE benefits for your employees. RavenHawk & Associates donates 60% of all profits to SpectrumPink's Autism Acceptance Programs. Call today to get your FREE analysis and help support Autism Acceptance.
Tulsa Federal Credit Union
9323 E 21st St
Tulsa, OK 74129
918-749-8828 or 800-234-8828
carecenter@tulsafederalcu.org
www.tulsafederalcu.org
Our Story began on August 6, 1943. Since the first days, our membership has grown from six to over 56,000 and counting. Although the first members were all federal employees and their families, we soon grew to include employees at select businesses all over Tulsa. Today, Tulsa FCU is a community-chartered credit union—that means membership is available to anyone in our Tulsa-area community with just a $5 Share Deposit.
9323 E 21st St
Tulsa, OK 74129
918-749-8828 or 800-234-8828
carecenter@tulsafederalcu.org
www.tulsafederalcu.org
Our Story began on August 6, 1943. Since the first days, our membership has grown from six to over 56,000 and counting. Although the first members were all federal employees and their families, we soon grew to include employees at select businesses all over Tulsa. Today, Tulsa FCU is a community-chartered credit union—that means membership is available to anyone in our Tulsa-area community with just a $5 Share Deposit.
TTCU Federal Credit Union
3720 E 31st St
Tulsa, OK 74135
918-749-8828 or 800-234-8828
memberrelations@ttcu.com
www.ttcu.com
Established in 1934 as Tulsa Teachers Credit Union, TTCU Federal Credit Union is the second largest credit union in Oklahoma. We're a $1.9 billion financial institution with a full complement of depository, lending and financial advisory services. As a not-for-profit organization, our financial success is returned to our membership in the form of low-rate loans and high-rate savings accounts. The membership of TTCU is more than 130,000 strong and is made up of teachers, school faculty, administrators, staff, students and more than 600 affiliated groups.
3720 E 31st St
Tulsa, OK 74135
918-749-8828 or 800-234-8828
memberrelations@ttcu.com
www.ttcu.com
Established in 1934 as Tulsa Teachers Credit Union, TTCU Federal Credit Union is the second largest credit union in Oklahoma. We're a $1.9 billion financial institution with a full complement of depository, lending and financial advisory services. As a not-for-profit organization, our financial success is returned to our membership in the form of low-rate loans and high-rate savings accounts. The membership of TTCU is more than 130,000 strong and is made up of teachers, school faculty, administrators, staff, students and more than 600 affiliated groups.
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Waterstone Mortgage
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