Insurance Broker in Bartlesville, OK

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Top Bartlesville, OK Insurance Brokerages

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Matt Spence - State Farm Insurance Agent
5 out of 5
Location 124 SW Frank Phillips Blvd, Bartlesville, OK 74003, USA
Phone (918) 336-3333
Directions
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Shelter Insurance - Ben Rainey
4 out of 5
Location 3803 Nowata Rd Ste A, Bartlesville, OK 74006, USA
Phone (918) 333-0840
Directions
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OPEH&W Health Plan
3 out of 5
Location 3851 E Tuxedo Blvd, Bartlesville, OK 74006, USA
Phone (800) 468-5744
Directions
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Wasemiller Insurance Agency Inc
5 out of 5
Location 202 E 2nd St, Bartlesville, OK 74003, USA
Phone (918) 336-1441
Directions
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Steve Wright - State Farm Insurance Agent
5 out of 5
Location 1650 SE Washington Blvd, Bartlesville, OK 74006, USA
Phone (918) 335-0366
Directions
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Wasemiller Ins Agny
Location 202 E 2nd St, Bartlesville, OK 74003, USA
Phone (918) 336-1441
Directions
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Kirk Darnell: Allstate Insurance
5 out of 5
Location 4033 Nowata Rd, Bartlesville, OK 74006, USA
Phone (918) 876-4040
Directions
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Shelter Insurance - Jaron Leach
5 out of 5
Location 3823 SE Adams Rd, Bartlesville, OK 74006, USA
Phone (918) 333-5990
Directions
Insurance Brokers in Bartlesville, OK

Where Bartlesville, OK Auto, Life & Health Insurance Brokers Serve

Bartlesville, OK is a vibrant city located in northeastern Oklahoma, known for its rich history and diverse culture. The city is home to numerous landmarks, including the Price Tower Arts Center, a unique Frank Lloyd Wright-designed building that now houses a museum and hotel. Other notable landmarks include the Woolaroc Museum and Wildlife Preserve, a sprawling estate featuring a museum, nature trails, and a working ranch. Bartlesville is also home to several major employers, including ConocoPhillips, Phillips 66, and the Bartlesville Public Schools. These companies provide a significant source of employment for the city's residents and contribute to the local economy. The city is served by several major highways and streets, including US-75, US-60, and State Highway 123. These thoroughfares provide easy access to nearby cities and towns, making Bartlesville a convenient hub for regional travel. Bartlesville is divided into several distinct neighborhoods, each with its own unique character and charm.

Bartlesville, OK Insurance Broker Related Services

Banks and Credit Unions

Residents of Bartlesville, OK could benefit from a bank in a variety of ways. Firstly, a bank could offer financial literacy classes to residents who may not have had access to such resources before. This could be especially helpful for those in lower-income areas of the city, where financial education may not be readily available. Additionally, a bank could provide loans to small businesses looking to start or expand in Bartlesville, helping to boost the local economy. Furthermore, a bank could offer mortgage loans to residents looking to purchase homes in the city, which could be particularly helpful for those who may not have been able to afford a home otherwise. Overall, a bank could play a crucial role in supporting the financial well-being of Bartlesville's residents, particularly those who may be struggling to make ends meet in a city with a relatively high cost of living.

Retirement Planning

Residents of Bartlesville, OK can greatly benefit from the services of a retirement planner. With the city's population of 36,000, many individuals may not have a clear understanding of how to plan for their future and retirement. A retirement planner can provide assistance in creating a personalized plan that takes into account the unique financial situation of each individual. This includes analyzing their current assets and investments, determining their retirement goals, and creating a comprehensive strategy to achieve those goals. Additionally, a retirement planner can provide guidance on Social Security benefits, tax planning, and estate planning. With the help of a retirement planner, residents of Bartlesville can feel more confident in their financial future and have peace of mind knowing they have a solid plan in place.

Wealth Management

Residents of Bartlesville, OK can benefit greatly from the services of a wealth manager. With their expertise in financial planning and investment management, a wealth manager can help Bartlesville residents achieve their financial goals and secure their future. In particular, Bartlesville's economy is heavily dependent on the oil and gas industry, which can be volatile and unpredictable. A wealth manager can help residents navigate these fluctuations and make informed investment decisions that align with their long-term goals. Additionally, with the rising cost of healthcare and the increasing need for retirement planning, a wealth manager can provide valuable guidance and support in these areas. Overall, a wealth manager can help Bartlesville residents achieve financial stability and security in a rapidly changing economic landscape.

Financial Advisor

Residents of Bartlesville, OK could benefit greatly from the services of a financial advisor. These professionals can help individuals and families create a comprehensive financial plan that takes into account their unique circumstances and goals. For example, many residents of Bartlesville work in the oil and gas industry, which can be volatile and unpredictable. A financial advisor can help these individuals navigate the ups and downs of the industry and plan for the future. Additionally, a financial advisor can help residents of Bartlesville make informed decisions about retirement planning, college savings, and other long-term financial goals. With their expertise and guidance, a financial advisor can help residents of Bartlesville achieve financial security and peace of mind.

Mortgage Loan Officer

Residents of Bartlesville, OK can benefit from the expertise of a mortgage loan officer in several ways. For instance, the loan officer can help first-time homebuyers navigate the complex and often confusing process of obtaining a mortgage. They can also assist existing homeowners in refinancing their homes to take advantage of lower interest rates or to tap into their home's equity to finance home improvements or other expenses. In a town like Bartlesville, where the median home value is $128,200, according to Zillow, a mortgage loan officer can provide valuable guidance on the best loan products available for different budgets and financial situations. Additionally, since Bartlesville is home to several large employers, including ConocoPhillips and Phillips 66, a loan officer can help employees of these companies take advantage of special mortgage programs and incentives offered through their employers.

Tax Services

Residents of Bartlesville, OK can benefit from the expertise of a tax advisor in several ways. One specific example is the guidance they can provide on navigating Oklahoma's complex tax laws, which can be daunting for the average taxpayer. With their knowledge of both federal and state tax codes, a tax advisor can help residents maximize their deductions and credits, potentially saving them thousands of dollars. Additionally, they can advise on tax planning strategies that can help residents achieve their financial goals, such as saving for retirement or funding their children's education. In a city like Bartlesville, where the cost of living is relatively high compared to other areas in the state, having a tax advisor on hand can be especially valuable in helping residents manage their finances and make informed decisions about their money.

Estate Planning Lawyer

Residents of Bartlesville, OK can benefit from the services of an estate planning lawyer in a variety of ways. One specific benefit that stands out is the lawyer's ability to help residents navigate the complex laws and regulations surrounding estate planning in Oklahoma. With its unique set of laws and regulations, estate planning in Bartlesville, OK can be a confusing and overwhelming process. An estate planning lawyer can help residents create a comprehensive plan that addresses their individual needs and goals, and ensures that their assets are distributed according to their wishes. Additionally, the lawyer can assist with the creation of wills, trusts, and other legal documents that provide peace of mind and security for residents and their families. With the help of an estate planning lawyer, residents of Bartlesville, OK can have confidence in their future and the future of their loved ones.

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