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Tulsa Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Tulsa.

  • 2 hires on Thumbtack
About

We are a trusted accounting firm proving excellence service for more than 25 years in bookkeeping, payroll, audit, taxes

  • New on Thumbtack
About

Our financial advisers strive to earn the trust and help to achieve the goals of many individuals, families and institutions. With a full suite of services, we look forward to deliver the resources that can best accomplish each client’s goals.

About

Experience excellence in accounting. We can customize our payroll and accounting services to suit your company's needs. Payroll services that give you your own webpage with company logo allows you to access payroll reports 24/7, check stubs, and even give employees access to their own web file that is secured with login and passcode. Options are available for paper check: either we can print for you or you can print at your location just with a simple click of the mouse. Our office technology allows us to process your employees' checks via direct deposit and file all government agency reports and payments online. This saves you money by avoiding penalties and interest for late submissions. All these options start at just $9.99. Payroll is at $9.99 for up to 4 employees per occurrence. Quarterly reports start at $19.99 each. Ask about our financial services which include group health, dental, and vision. Accounting services are also available. These include monthly account reconciliation for as low as $79.99 and business start-up services. We give attention to detail to help minimize tax exposure. We resolve IRS problems, reducing interest and penalties. Tax services are also available. We offer company and individual tax preparation, and we have an enrolled agent in the office. Previous year's filing is available. As professionals with over 17 years of experience, we offer you accurate, law-compliant and the strictest confidentiality regarding your matters. We are now partnered with BR Insurance & Financial Group at our new location, offering all personal and commercial lines of insurance.

About

I am a Modern Woodmen of America financial advisor. I provide sound and solid financial advice to those who have retired or to those who have a need for a personal financial portfolio set up. I offer my services free of charge to seniors and to those really needing help with their finances during this hard economic time. I can also assist anyone who may have lost their job and had a 401(k) set with their previous employer. I can also assist anyone looking for a safe and stable place to put their money in fixed account or some of the other accounts that can help you get a better return on your money.

  • New on Thumbtack
About

DP Financial & Tax, Inc. is a well-accredited financial firm based in South Tulsa. We specialize in providing high quality financial, accounting, and tax services to small businesses and individuals alike. We look forward to helping you and your family.

  • 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!

  • 11 years in business
  • New on Thumbtack
About

Tax Teks, Inc. is Tulsa's choice for affordable accounting and financial support services, available to small business owners as well as individuals. We are here year-round providing tax preparation, electronic tax filing, bookkeeping, payroll, incorporation, LLC organization, review of previously filed tax returns, amended tax returns, and assistance with resolution of tax-related situations.

About

Serving Claremore, OK, and the outlying areas, Ryan Neely of Neely Insurance & Financial Services is offering (but are not limited to) the following services: * Insurance * Life insurance * Financial advisor * Auto insurance * Home insurance

  • New on Thumbtack
About

Life Insurance, Financial Planning, Estate Planning

About

Between precious moments (like little league and school plays) and pressing responsibilities (like grocery shopping and bill paying), many parents have such a full schedule that they forget to plan for the future. Financial planning can help you enjoy today and provide for a fulfilling tomorrow. I can help! Let me help to make sure you’ll be financially secure for many years to come. Financial planning can help you plan for inflation, the rising costs of healthcare and more, so you can enjoy peace of mind throughout your retirement years. The bonds we share: Throughout our history, Modern Woodmen members have touched lives and secured futures nationwide. Today, members remain connected by several core beliefs, including: Financial security for families: Through life insurance, annuity, investment and banking products. Positive family life: Through fraternal camp and youth service club programs for good times and fraternal benefits for times of need. Service to communities: Through youth educational programs and volunteer service activities nationwide. Vision statement: Modern Woodmen of America will grow nationwide through members helping members create a better tomorrow for themselves, their families and others. Mission statement: To improve the quality of life for our members. Contact me for a free financial needs analysis.

  • New on Thumbtack
About

Our financial advisors strive to earn the trust and help achieve the goals of many individuals, families and institutions in Connecticut. With a full suite of services, we look to deliver the resources that can best accomplish each client's goals.

Samantha Heuertz
5.0
from 2 reviews
  • 1 hire on Thumbtack
Jake L.
Verified review

Samantha gave great financial services. She gave me a step by step plan to achieve my financial goals. She also was very helpful when I had "emergency" financial hiccups. She was very knowledgeable with any type of financial situation you could be in. Great services would recommend her to anyone.

About

We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.

Berryhill Consulting LLC
3.5
from 2 reviews
  • 3 hires on Thumbtack
Kirby Y.
Verified review

Lorenda has been a pleasure to work with. We are looking forward to working with Berryhill Consulting.

H&R Block
4.0
from 1 review
  • 49 years in business
  • New on Thumbtack
Glenty M.
Verified review

Excellent service provider Income Tax Prep

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