Wealth Management Firms Muskogee OK

Welcome to the Engine Builder Local Pages. Here you can find local information about Wealth Management Firms in Muskogee, OK. We have compiled a list of businesses and services around Muskogee, including Investment Banking that should help you with your search. Should you wish to find help online, the ads on this page have also been targeted to Investment Management in order to better help you find what you are looking for. We hope this page helps satisfy your local needs.

Mr. Jay Nathan Dickenson, CFP®
(800) 722-9681
213 N 3rd St
Muskogee, OK
Firm
Stifel Nicolaus
Areas of Specialization
Asset Allocation, Business Succession Planning, Comprehensive Financial Planning, Employee and Employer Plan Benefits, Investment Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Service Professionals

Data Provided By:
Mr. Terry L. Ellis, Jr., CFP®
(918) 682-4808
1411 S York St
Muskogee, OK
Firm
Edward Jones
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Government and Military, Insurance Planning, Investment Management
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Profession: Government Employees

Data Provided By:
Bank of America - North 3rd Street
(918) 686-8491
333 N. 3rd
Muskogee, OK
Type
Banking Center
Services
Banking Center Services: Change Order, Drive Up
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Drive Up
Languages
English, Spanish, Chinese, Korean, French, Russian, Portuguese
Office Hours
Monday N/A
Tuesday N/A
Wednesday N/A
Thursday N/A
Friday N/A
Saturday N/A
Sunday N/A
Drive Up Hours
Monday 8-6
Tuesday 8-6
Wednesday 8-6
Thursday 8-6
Friday 8-6
Saturday 9-12
Sunday Closed

J. Harvie Roe
AmeriTrust Investment Advisors, Inc.
(918) 610-8080
4111 South Darlington, Suite 450
Tulsa, OK
Expertises
Ongoing Investment Management, Estate & Generational Planning Issues, Retirement Planning & Distribution Rules, Charitable Giving - Trusts & Foundations, High Net Worth Client Needs, Planning Concerns for Corporate Executives
Certifications
NAPFA Registered Financial Advisor, BBA, CFP®, MBA

Adam Leavitt
Disciplined Investments, LLC
(918) 388-2690
2200 South Utica Place, Suite 400
Tulsa, OK
Expertises
Ongoing Investment Management, Cash Flow/Budgets/Credit Issues, Helping Clients Identify & Achieve Goals, Retirement Plan Investment Advice, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. Brent N. Thompson, CFP®
(918) 781-6120
401 N Main St
Muskogee, OK
Firm
Citizens Security Bank

Data Provided By:
Bank of America - Muskogee
(918) 681-3395
230 W. Broadway St
Muskogee, OK
Type
Banking Center
Services
Banking Center Services: Change Order, Commercial Deposits, Night Deposits
Outdoor ATM Services: Open 24 Hours, Talking ATM, Braille, Accepts Deposits, Deposit Image
Languages
English, Spanish
Office Hours
Monday 9-4
Tuesday 9-4
Wednesday 9-4
Thursday 9-4
Friday 9-5
Saturday Closed
Sunday Closed

Jana Shoulders
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
High Net Worth Client Needs, Women's Financial Planning Issues, Planning Concerns for Corporate Executives, Ongoing Investment Management, Charitable Giving - Trusts & Foundations, Advising Medical Professionals
Certifications
NAPFA Registered Financial Advisor, AEP, AIF, CPA

Trey Cooper
Adams Hall Asset Management, LLC
(918) 665-2446
4200 E. Skelly Drive, Suite 950
Tulsa, OK
Expertises
Ongoing Investment Management, High Net Worth Client Needs, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Helping Clients Identify & Achieve Goals, College/Education Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Kevin Jacobs
Step By Step Tax and Financial Planning, LLC
(918) 806-6596
2031 West Houston Street
Broken Arrow, OK
Expertises
Ongoing Investment Management, Middle Income Client Needs, Tax Planning, Retirement Plan Investment Advice, Retirement Planning & Distribution Rules, Cash Flow/Budgets/Credit Issues
Certifications
NAPFA Registered Financial Advisor, CFP®

Data Provided By:
Babcox Media • www.babcox.com
3550 Embassy Parkway
Akron, OH 44333
330-670-1234 • (FAX) 330-670-0874