Best Financial Advisors in Broken Arrow

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DP Financial & Tax is a practice that serves the residents of Broken Arrow and the surrounding areas. It helps clients reach their full financial potential by providing them with plans that reduce volatility and maximize profitability. In addition, it equips them with business structure and strategies and guides them through the establishment of estate and insurance plans. Working closely with clients, the firm also assists with concerns that relate to bookkeeping, financial statements, tax preparation, and wealth accumulation and protection.

Founded in 1971, First State Investment Advisors is an investment firm serving Broken Arrow. It offers a range of services including asset, trust and estate, and wealth management. Its financial advisors assist clients in creating strategies to manage their wealth and achieve their financial goals. Its president, Sid Shupack, founded the firm in 1971 and had previously worked at Merrill Lynch as a broker and research analyst before starting his business.

Step By Step Financial, LLC, serves clients throughout Broken Arrow and the surrounding areas. It provides financial planning services following the seven-step financial planning process from the CFP Board of Standards. It works with clients in identifying their values and goals and provides them with financial recommendations and customized financial planning strategies. It also assists with investment strategies and tax planning and preparation. Kevin Jacobs, CFP of the company, focuses his services on assisting married couples who are in various stages of retirement.

Union Financial Advisors, LLC, serves individuals and families in Broken Arrow. The financial planning firm creates personalized financial plans and provides counsel for investments, taxes, estates, retirement, and insurance. Its financial professionals help clients streamline their finances and identify and achieve their financial goals. The firm's approach also includes monitoring the clients' progress and adjusting financial strategies as their life changes. Founding member Steve Henderson is a Certified Financial Planner, certified public accountant, Certified Kingdom Advisor, and Personal Financial Specialist.