EDWARD JONES INVESTMENTS - Levi Walker

Closed
Call
Website
221 SE Frank Phillips Blvd
Bartlesville, OK 74003
+1 (918) 337-3782
https://www.edwardjones.com

Located in Bartlesville, OK, Edward Jones Investments - Levi Walker is a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial goals. Specializing in personalized guidance, they focus on offering tailored solutions in investment management, retirement and estate planning, and education savings programs. The firm's team of committed financial advisors is readily available across the country, prioritizing the cultivation of strong advisor-client relationships through consultations and ongoing support to help clients navigate life's changing circumstances.

At Edward Jones Investments - Levi Walker, the emphasis lies on individualized client care, ensuring that each client receives a customized approach rather than a one-size-fits-all experience. By making thoughtful planning easily accessible to a diverse range of investors, the firm distinguishes itself through its dedication to providing comprehensive financial services that cater to the unique needs of each client. With a focus on building trust and fostering long-term partnerships, Edward Jones Investments - Levi Walker stands out as a reliable resource for those seeking expert guidance in their financial journey.

Generated using this brand's available information

Also at this address

Own this business?
See a problem?

You might also like

Financial consultant, Stock exchanges

EDWARD JONES INVESTMENTS - Beau Eden

Located in Bartlesville, OK, Edward Jones stands out as a reputable financial services firm dedicated to assisting individuals, families, and small businesses in achieving their financial aspirations. Specializing in investment management, retirement and estate planning, and education savings programs, this establishment offers tailored solutions that cater to the unique needs of each client. By providing personalized guidance, Edward Jones ensures that their nationwide network of financial advisors fosters meaningful relationships with clients, offering consultations and continuous support to help navigate life's financial complexities. At Edward Jones in Bartlesville, OK, clients can expect a client-centric approach that prioritizes individualized care and thoughtful planning over a one-size-fits-all experience. The firm's emphasis on building customized strategies rather than generic transactions ensures that investors of all backgrounds can access comprehensive financial services. With a focus on preparing clients for the various stages of life, Edward Jones exemplifies a commitment to empowering clients to make informed financial decisions with confidence and clarity. Generated using this brand's available information
Auditing services, Financial consultant, Stock exchanges

Susan Dick - Raymond James

Fourstone Wealth Management, LLC is a highly experienced financial services company located in Bartlesville, OK. With a team of seasoned professionals, they offer sophisticated wealth management solutions tailored to meet the individual needs of their clients. Their client-focused approach ensures a personalized experience, guiding clients through the complexities of the financial world with comprehensive plans designed to align with their specific investment requirements. With a commitment to expertise and knowledgeably applied solutions, Fourstone Wealth Management provides a depth of ability and resources to help clients make the most of each investment opportunity. As an established firm with a history dating back to 1962, they are recognized as one of the largest and most well-respected independent financial services companies in the country. Whether you are a business owner, corporate executive, retiree, or a woman investor, Fourstone Wealth Management has the experience and dedication to help you pursue your financial goals and objectives.Generated from the website
Financial consultant, Stock exchanges

Knightsbridge Advisers Inc

Knightsbridge Advisers Inc, a SEC registered investment adviser, specializes in offering investors opportunities in venture capital primary and secondary investments through fund of funds and separate account vehicles. With its investments office based in Cambridge, Massachusetts, Knightsbridge manages a substantial $1.1B in assets and has successfully launched 28 vehicles since its establishment in 1983. Generated from their website's infomation
United States›Oklahoma›Bartlesville›EDWARD JONES INVESTMENTS - Levi Walker