Broken Arrow, OK
2 Retirement Planning Professionals near you
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Broken Arrow Retirement Planning Professionals

Browse these retirement planning services with great ratings from Thumbtack customers in Broken Arrow.

Samantha Heuertz
from 2 reviews
  • 1 hire on Thumbtack
Adam K.
Verified review

Samantha does a great job explaining QBs! She helped me set up my property company and all the fixed asset accounts. Thank you so much! Will definitely be checking in with her quarterly and next tax season.

  • 41 years in business
  • New on Thumbtack
Tina P.
Verified review

I didn't realize how much I needed life insurance. Then after a family member passed, I realized I didn't want to do that to my children. I do have more peace of mind. He also helped me save on home and car insurance. That was cool! He provided me with a lot of tools to help me budget and make my credit score higher. Now I have a retirement plan, and invested in myself. Feels good. Thanks Jeremiah!


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