IBC Investment Service

A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and advising clients nationwide through more than 15,000 Financial Advisors. As the heir to some of America's most respected regional and national investment firms, Wells Fargo Advisors has retained a strong and abiding commitment to exceptional services based on trust and knowledge and a determination to put client needs above all else. Our Financial Advisors work with clients to understand their needs and life goals and then help them develop individual investment plans and investment portfolios that are easy to understand and monitor. What's more, as part of Wells Fargo & Company, Wells Fargo Advisors has the ability to draw on extensive experience and products across our company to satisfy our clients' investment needs and help them succeed financially. An active and engaged corporate citizen, Wells Fargo Advisors strives to always make our communities stronger and better. Our firm partners with team members and organizations across the country to promote the long-term economic prosperity and quality of life for everyone in our communities through philanthropy and volunteer activities.A Non-Bank Affiliate of Wells Fargo & Company.Wells Fargo Advisors is a non-bank affiliate of Wells Fargo & Company, one of the nation's largest and most respected financial institutions. In business since 1852 and named on Fortune magazine's "World's Most Admired Companies" list for 2009, 2010, 2011, 2012, 2013 and 2014, Wells Fargo is known and respected for its responsible stewardship of its clients' assets.

Financial Planning Resources is a financial services firm that has been serving the Tulsa area. Our team of experienced advisors can help you with all of your financial needs, from retirement planning to college savings. We offer a wide range of services, including financial strategies, investment management, retirement planning, 401(k) rollovers, insurance, and additional services. We are committed to providing our clients with the best possible service and advice. Our team will work with you to understand your financial goals and create a plan that is tailored to your individual needs. We are here to help you make the most of your money and achieve your financial dreams.

UBS Financial Services Inc. is one of the world's largest wealth management firms, offering comprehensive financial planning and customized investment strategies. With a focus on personal relationships and understanding the needs of local communities, UBS provides quality advice and solutions to help clients achieve their financial goals and build a secure future for their families. Led by experienced professionals like Mendee Perry, Market Director for UBS's Oklahoma offices, and supported by a dedicated team including Heather Winslow, Associate Director Admin Manager, and Andrew Stemm, Branch Office Administrator, UBS in Tulsa, OK is committed to delivering world-class wealth management advice and client experience. With a strong emphasis on connectivity, resources, and personalized service, UBS ensures that clients have access to the best solutions and support to meet their financial needs.Generated from the website