Broken Arrow, OK3 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
5.0
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.

Alicia P.
Verified review

Andrea Duke has been my financial advisor for 20 plus years and has gently and creatively helped me establish a long term investment plan and build wealth, all while making sure I am saving for 3 college educations. She is exceedingly responsive, knowledgeable and understands the need to balance current spending with wealth planning. She has made it all feel easy and pain free.

  • 41 years in business
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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