HUB International - Tulsa

As a Modern Woodmen representative, I use my knowledge of financial products and needs to help my members plan for a secure financial future. Working together, I can help you develop a personal financial strategy unique to your needs and goals. My role is to help you: - Define your goals and objectives. - Assess your current financial situation. - Create an affordable plan that will grow with you in the future. - Help you get started and then review and adjust your plan over time. Modern Woodmen of America is a member-owned fraternal financial services organization. We secure futures with financial guidance and products. Since 1883, Modern Woodmen has brought people together, supported families and strengthened communities nationwide.

BDO offers world-class resources and industry expertise to provide assurance, tax, financial advisory and consulting services to clients in Tulsa and beyond. BDO USA is also a member firm of BDO International, the fifth largest accounting and consulting network in the world. With locations in Tulsa, Oklahoma, across the U.S. and the world, our professionals deliver exceptional client service to clients of all sizes and across all industries. At BDO, client service is key to our success in building strong, long-term relationships.

J Taylor Private Wealth Management is a family-first Financial Services Firm based in Tulsa, Oklahoma. With over 30 years of experience, their knowledgeable team of investment management specialists is dedicated to helping families navigate financial uncertainties and plan for their future. They offer personalized investment strategies, taking into account each family's unique needs and goals, and provide comprehensive financial planning services to ensure a healthy investment portfolio for years to come. Driven by their commitment to their clients, J Taylor Private Wealth Management goes beyond simply picking stocks. They strive to paint a full financial picture for families, helping them understand where they are, where they want to be, and the necessary steps to get there. With a focus on legacy planning and a dedication to building lasting relationships, J Taylor Private Wealth Management is here to provide families with the confidence they need in their financial future.Generated from the website