List of Firms
Bartlesville, OK Fiduciary Financial Advisors
Wymer Brownlee Wealth Strategies
Continental Credit
Edward Jones - Financial Advisor: Garret Parr
Pension Advisors Inc
Compass Pointe Financial LLC
Adams Investment Co
Shoesmith Financial Services
Edward Jones - Financial Advisor: Levi Walker, AAMS®
NorthPoint Financial Advisors - Ameriprise Financial Services, LLC
Shoesmith Financial Services
Karen B Wilson: Primerica - Financial Services
Spur Capital Partners
Hood & Associates CPAs | Tax, Accounting & Financial Services Of Bartlesville
Abby Barzee
Hank Hamilton
Stotts Archambo Mueggenborg & Barclay PC
Susan Dick and Associates
Hannah Bode
Bill Wilson - Voya Financial Advisors
Q1 Worldwide Financial
RED RIVER FINANCE COMPANY
Northwestern Mutual Financial: Stoia Jr G Sam
Arvest Bank
Edward Jones - Financial Advisor: Dustin Hancock, AAMS®
Cady Wealth Management
Arvest Bank
Edward Jones
Edward Jones - Financial Advisor: Randy S Bluhm, AAMS®
Prudential Insurance Co
Barnett Investments
RCB Bank
Arvest Bank
Security Finance
Where Certified Financial Advisors in Bartlesville, OK Serve
Bartlesville, OK is a vibrant city filled with numerous landmarks and attractions that are sure to captivate any visitor. From the historic Price Tower, designed by Frank Lloyd Wright, to the beautiful Woolaroc Museum and Wildlife Preserve, there is no shortage of things to see and do in this bustling metropolis. The city is home to several top employers, including ConocoPhillips, Phillips 66, and Jane Phillips Medical Center, which provide ample job opportunities for residents. Major highways such as US-75 and US-60 run through the city, making it easily accessible to travelers. Bartlesville is divided into several neighborhoods, each with its unique charm and character. The downtown area is bustling with activity, featuring numerous shops, restaurants, and entertainment venues. Other popular neighborhoods include Oak Park, which boasts beautiful tree-lined streets and spacious homes, and the historic district, which is home to many of the city's oldest and most beautiful homes.
Services Provided by Fee Based and Fee Only Financial Advisors
Banks and Credit Unions
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Bartlesville, OK
A financial advisor in Bartlesville, OK can offer a range of financial advising services to help clients achieve their financial goals. These services may include investment planning, retirement planning, tax planning, estate planning, and more. One unique aspect of Bartlesville, OK that a financial advisor may consider is the city's history as a major oil hub. With a long-standing presence in the energy industry, Bartlesville residents may have unique financial needs and concerns related to this industry. A skilled financial advisor can help clients navigate these complexities and develop a personalized financial plan that takes into account their specific goals, risk tolerance, and financial situation. Whether a client is just starting out on their financial journey or is a seasoned investor, a financial advisor in Bartlesville, OK can provide valuable guidance and support to help them achieve their financial objectives.
Bartlesville, OK is the ultimate destination for financial advising due to its unique and diverse economic landscape. With its thriving oil and gas industry and a growing technology sector, the city presents a plethora of investment opportunities for individuals seeking to grow their wealth. The financial advisors in Bartlesville are well-versed in navigating the complexities of these industries and are equipped with the knowledge and expertise to provide comprehensive financial advice. Additionally, the city's low cost of living and favorable tax policies make it an ideal location for individuals looking to maximize their financial returns. Bartlesville's financial advisors are committed to providing personalized and customized financial solutions tailored to the unique needs of each client. With a deep understanding of the local economy and a commitment to excellence, Bartlesville's financial advisors are the best in the business.
A financial planner in Bartlesville, OK is responsible for providing clients with comprehensive financial advice and guidance. They analyze their clients' financial situation, identify their goals and objectives, and develop a customized plan to help them achieve their financial goals. In Bartlesville, OK, a financial planner must be well-versed in the local economy and understand the unique financial challenges faced by the residents of this city. With a population of just over 36,000, Bartlesville is home to several large employers, including ConocoPhillips, Phillips 66, and the Bartlesville Public School District. A skilled financial planner must be able to navigate the complexities of the local job market and help clients make informed decisions about their career paths and retirement plans. Additionally, they must be knowledgeable about the local real estate market and help clients make wise investments in property.
Residents of Bartlesville, OK should consider reaching out to a financial advisor when they are seeking guidance on their financial goals and planning for the future. With a population of over 35,000, Bartlesville has a diverse community with varying financial needs. From those who are just starting their careers to retirees looking to protect their assets, a financial advisor can provide tailored advice to help each individual reach their unique financial objectives. In addition, Bartlesville is home to several major employers, including ConocoPhillips and Phillips 66, which can offer unique opportunities and challenges for employees seeking to maximize their benefits and retirement savings. With the ever-changing economic landscape, seeking the guidance of a financial advisor can help residents of Bartlesville navigate the complexities of personal finance and achieve their financial goals.
A financial advisor in Bartlesville, OK must possess several important qualities to succeed in this field. Firstly, they should have a deep understanding of the local financial landscape, including the unique economic challenges and opportunities that are present in the area. For example, Bartlesville is home to several large corporations, including ConocoPhillips, which means that a financial advisor must be knowledgeable about the intricacies of corporate finance and investment strategies. Additionally, they should be able to communicate complex financial concepts in a clear and concise manner, as well as possess excellent interpersonal skills to build strong relationships with their clients. Finally, a successful financial advisor in Bartlesville must be able to adapt to changing market conditions and be willing to continuously learn and evolve their strategies to meet the needs of their clients.
Bartlesville, OK is home to several top financial advising firms that cater to both individuals and businesses. These firms offer a range of services such as retirement planning, investment management, and tax planning. One unique aspect of Bartlesville is its rich history in the oil industry, which has greatly influenced the local economy. As a result, these financial advising firms have developed specialized expertise in helping clients navigate the fluctuations of the energy market. Additionally, these firms have a deep understanding of the local community and are committed to providing personalized and tailored financial advice to their clients. With their bursty and complex approach to financial advising, these firms have established themselves as trusted partners in helping clients achieve their financial goals.
In Bartlesville, OK, financial advisors are typically compensated through a variety of methods. One common method is through a commission-based structure, where the advisor earns a percentage of the assets they manage or the products they sell. Another method is through a fee-based structure, where the advisor charges a set fee for their services, regardless of the products or investments recommended. Additionally, some advisors may receive bonuses or incentives for meeting certain performance metrics or bringing in new clients. It's worth noting that the compensation structure for financial advisors in Bartlesville, OK may vary depending on the firm they work for and the specific services they offer.
