McLean Group

Zoe Financial Consulting is a financial advisory firm based in Sand Springs, OK, offering personalized financial planning services to individuals and businesses. With a focus on providing tailored financial solutions, Zoe Financial Consulting helps clients navigate complex financial decisions and achieve their long-term financial goals. Generated from their business information

Whipp Law is a dedicated legal firm based in Tulsa, Oklahoma, specializing in estate planning, asset protection, trust administration, probate, and business formation services. With a team experienced in providing personalized solutions, they ensure that each client's estate plan is tailored to their unique situation. Led by attorney Megan L. Whipp, the firm focuses on wealth preservation and values-based planning for individuals, small business owners, entrepreneurs, and real estate investors. Their comprehensive services range from creating wills and trusts to minimizing taxes and establishing business entities, guiding clients through every step of the legal process. Generated from the website

Burkholder Wealth Management in Tulsa, OK is a highly regarded financial advisory firm specializing in personalized wealth planning services for individuals and businesses. With a team of experts dedicated to helping clients navigate through investment management, retirement planning, estate planning, and tax planning, Burkholder Wealth Management has been recognized as one of Tulsa's Best Financial Advisors for two consecutive years. Utilizing a comprehensive process that begins with understanding each client's unique financial situation and goals, Burkholder Wealth Management develops tailored financial plans that aim to grow wealth and achieve long-term financial success. With a focus on expertly managed portfolios, strategic retirement planning, legacy-building estate planning, and proactive tax strategies, clients can trust Burkholder Wealth Management to guide them towards a secure financial future.Generated from the website