Best Financial Advisors in Bartlesville, OK

“In the search for the next generation of top-tier venture firms, Spur pursues groups with unique talents and operating experience, insights and vision, and the ability to anticipate new and important technology developments and waves. The Spur team h...”

“Even good to just get an opinion.”

“They have told my wife and I before that they want to be financial partners with us for life, and their actions and words have continually proven that to be true.”

“Founded by Jerry Schwegman in 1976 and currently owned and operated by Doug Schwegman, Schwegman Insurance provides help and advice to clients for their individual insurance needs, Medicare Supplement, and Employer Group benefit needs.”

“Things like...assessing an advisor's competence...their education and credentials...their objectivity...their integrity...their experience...their reputation. These are all important factors that take time to consider before you make a decision. That...”

“They call their approach “Retiring Right.” They ask questions, listen and use decades of experience to guide you toward the retirement you envision. They both have more than 25 years working with company retirement plans and are dedicated to helping ...”

“Home Take a look at our Home page. Stotts Archambo Mueggenborg & Barclay PC is a full service tax, accounting and business consulting firm located in Bartlesville, OK.”

“We are a team of advisors entrusted with over $360 million of assets under management as of 12/05/2023, which utilizes a holistic approach to investment planning and wealth management. We believe our competitive edge is based on core values, includin...”

“I had filed my taxes with Joe the previous year and he made sure I understood completely the in's and out's of my returns, even giving me tips for the upcoming fiscal year which were extremely helpful in my becoming more financially aware.”

“I belive my business is more efficient, driven in the proper directions and has a better chance of success due to the direction Hood and Associates have started me on.”

“The plan and course of action that we agreed upon allowed me to secure my returns and retire comfortably - granted, financial advice could have gone the other way, but with good common sense support, I am pleased with what has transpired in our long ...”

“They are super people that work there an very helpful.”

“I worked for this company and know how amazing they are”

“This number helps determine whether you're on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don't forget to inclu...”

“If your current strategy has any problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments ...”