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Bullseye Wealth Management
“Very good service and caring atmosphere!”
Best Financial Advisors in Muskogee, OK
The highest-rated Financial Planning & Wealth Management companies out of 124 vetted & reviewed in the Muskogee area.
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Tensixtysix Tax Advisory Group
- Priced
- People
- Information
“Booking an appointment was easy, Michael is knowledgeable and communicative, and the online portal for uploading and organizing tax documents is great.”
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Joe Heard, CPA
Tax Services, Other Services, Business Consulting Services
“His expertise and attention to detail is second to none.”
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W Kent Todd Bookkeeping & TAX Service
Services For Individuals, Tax Services, Industries
“Whether we like it or not, today's tax laws are so complicated that filing a relatively simple return can be confusing. It is just too easy to overlook deductions and credits to which you are entitled. Even if you use a computer software program ther...”
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Step By Step Financial
Financial Planning, Investment Management, Tax Planning & Preparation
“As a Fee-Only type of financial advisor, SBS works transparently for their clients in a manner that avoids the conflict of interests associated with receiving commissions for promoting certain products.”
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Northeastern Oklahoma Accounting
Services For Individuals, Tax Services, Quickbooks Services
“Used jaci for years, always professional and has a great staff Positive Responsiveness, Quality, Professionalism, Value”
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Hall Wealth Management
“He's here to help people, I can call him 24/7 and he's always there to listen and guide me on my financial path.”
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Federal Retirement Authority, Emilee Eppler
“Without knowing one thing about retirement or investing, I quickly knew I was in the right hands with Emilee and her staff.”
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James W. Farris, CPA
“Although I typically only really see them once a year around tax time, they're always so friendly and timely.”
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2 Sisters Financial
“Renda and Renita are very helpful and always responsive.”
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First State Investment Advisors | Tulsa Financial Advisors
Asset Management, Wealth Management, Trust & Estate Management
“He was very honest and said that he doesn't do that anymore but he really like me and is going to look into getting the software so he can help me and my husband.”
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Oath - Tulsa Estate Planning & Investment Attorneys
- Meeting
- Trust
- Job
“It has been a positive experience, and we are pleased with the thorough, personal service we received from Will and Burgess in the Brentwood, TN office.”
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Sullivan & Associates
Industries, Services For Individuals, Tax Services
“I've worked with them for many years, always helpful never had any issues.”
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Regent Financial Services
Who We Serve, Advisory Services
“We visited the Regent Financial Services office in Tulsa last week to learn about their day to day.”
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Chad McAuliff Royal Stone Wealth Management
- Honest
- Future
- Plan
“I believe Chad's ability to listen and provide thoughtful feedback about how he and Kof C policies can meet your family needs is the secret to his service and success.”
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The Legacy Financial Group
Estate Planning and Wealth Transfer, Customized Financial Plan, Company Benefits Planning
“The Legacy Financial Group philosophy of creating trusted relationships built on absolute integrity and placing the interest of their clients first could not be more accurate. Their passion, knowledge, and genuine interest in achieving the best resul...”
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Utica Capital Management
Life Insurance, Business Services, Wealth Preservation Strategies
“Jay Henderson and the team at Utica Capital not only take the time to get to know you but then go above and beyond to meet your needs.”
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Daran Tucker
Financial Planning, Alternative Investments, Life Insurance
“As a fiduciary, Daran takes our portfolio far beyond the basic common-sense advice you can find in books, on the internet, or from cookie-cutter advisors with a one-size fits all approach.”
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Watkins & Associates Financial Services
Business Services, Quickbooks Services, Tax Services
“Everything you need to meet the services that you need EXCELLENT, PROFESSIONAL, GOOD VALUE AND GREAT RESPONSE TIME!”
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Burkholder Wealth Management
- Questions
- Advisor
- Team
“He listened very carefully to my wife and me as we described our financial situation, fears, and hopes, and then set out a plan for us to put both of our daughters through college and stay financially sound.”
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Phil G. Ward, CPA
Business Services, Services For Individuals, Tax Services
“These guys have MAD SKILLS when it comes to taxes!”
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Lohrey & Associates
Individual Tax, Oil and Gas Tax, Real Estate Tax
“Since 1988, Lohrey & Associates PLLC has offered tax and accounting services to individuals, families, and businesses throughout the Tulsa, OK area. Our locally-owned firm can assist you with everything from filing your annual taxes to taking care of...”
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Herplanning - Kristin Afelumo
Financial Planning, Employer Sponsored Plans, Divorce Services
“I have a complicated situation - 3 adult children who I still support to a certain extent, a granddaughter who I'm raising, a 2nd marriage to the same man I married the first time, and I own a consulting business.”
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Inspire Financial Group
- Strategy
- Team
- Insurance
“I've been working with Chad and his team for almost two years now and not only are they a great team to work with, they truly care about their clients and helping them accomplish their financial goals.”
Retirement Planning and Investment Management Services in Muskogee, OK Cost Estimates
Minimum cost
$1000
Maximum cost
$8500
National Average
$3000
Avg Per Hour Rates
$300
$2000
$5500
Fair price range is based on
253 cost profiles
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