Joe Langley - RCB Bank

Compass Pointe Financial, LLC is a Ponca City-based financial firm that offers a range of services including retirement planning, estate planning, investment planning, and college planning. With a team of experienced professionals, they strive to help clients define their retirement goals and maintain their desired lifestyle. They also provide guidance in creating estate plans, ensuring smooth distribution of assets in the future. Additionally, their investment planning services aim to build well-diversified portfolios that align with clients' current and future financial objectives. As a registered investment adviser, Compass Pointe Financial, LLC offers investment advisory services through Advisory Resource Group, LLC. They are also affiliated with M.S. Howells Co., a registered broker-dealer, providing securities services. While they do not offer legal or tax advice, their comprehensive approach caters to residents of the United States, with offices in Tulsa, Bartlesville, Ponca City, and Houston. With a focus on personalized solutions, they strive to help clients navigate the complexities of financial planning and achieve their long-term goals.Generated from the website

LPL Financial, situated in Ponca City, OK, operates as an autonomous broker-dealer, delivering a diverse range of investment products, advisory services, and holistic wealth management solutions. Specializing in collaborations with financial advisors, institutions, and registered investment advisors (RIAs), they equip these professionals with the essential resources and cutting-edge technology platforms required to offer tailored financial counsel. By offering guidance in compliance oversight, practice management, and efficient technology solutions, LPL Financial strives to embolden advisors in fostering meaningful client interactions. Their pivotal role revolves around augmenting the effectiveness, precision, and autonomy of financial advisors in navigating the intricate realm of financial services, ensuring they can operate adeptly within this dynamic landscape. Generated using this brand's available information

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