Waddell & Reed

Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Waddell & Reed in Oklahoma City, OK is a financial services firm that offers investment and wealth management solutions to individuals and businesses. With a focus on personalized financial planning, Waddell & Reed aims to help clients achieve their long-term financial goals through a range of investment strategies and advisory services. Generated from their business information

UBS Financial Services, headquartered in Oklahoma City, OK, is a prominent global wealth manager and the leading universal bank in Switzerland, offering an extensive array of financial services, investment solutions, and personalized advice tailored to meet the unique goals of individual and institutional clients. The firm excels in wealth management, asset management, and investment banking, aiming to connect diverse clients with informed strategies to achieve their financial aspirations. With a commitment to providing insights on critical financial issues, UBS empowers clients to navigate the complexities of investing while maintaining a strong focus on security and client relationships. As the integration of Credit Suisse and UBS presents new opportunities, the firm emphasizes vigilance against fraud, ensuring the safety and security of client interactions. Generated from the website