Wells Fargo Advisors

Bivin & Associates, Inc., now a part of Mercer Advisors, is a full-service wealth management firm located in Ponca City, OK. With extensive expertise in managing clients' wealth, they offer customized financial planning, investment strategies, tax planning, retirement planning, estate planning, and corporate trustee services, providing comprehensive solutions for all aspects of their clients' financial lives. As investment adviser representatives of Mercer Global Advisors Inc., Bivin & Associates, Inc. combines their robust offerings with the resources and services of Mercer Advisors, enhancing the overall client experience. With a focus on helping individuals and businesses achieve economic freedom, they provide expert guidance and solutions to navigate the complexities of wealth management.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

JRF Investments LLC is a financial services firm based in Newkirk, OK, specializing in investment management and financial planning for individuals and businesses. With a focus on long-term wealth growth and preservation, the company offers tailored strategies to help clients achieve their financial goals. Committed to providing personalized and transparent financial guidance, JRF Investments LLC prides itself on building strong relationships with clients based on trust and integrity. By staying informed on market trends and utilizing a disciplined approach, the firm aims to help clients navigate the complexities of the financial landscape. Generated from their business information