Showing 1 - 7 of 7 results
SULLIVAN INSURANCE AGENCY - ARDMORE, OK
SULLIVAN INSURANCE AGENCY - ARDMORE, OK
Ardmore, Oklahoma
The Sullivan Insurance Agency was founded in 1946 and is still, to this day, a family-owned Independent Agency. The Agency provides the full range of commercial and personal coverages. Our tribal programs are extremely comprehensive, covering all facets of both tribal government as well as tribal enterprise, and our team understands the tribal structure. We have a dedicated team that works each tribe from day one. We also serve agribusinesses such as feed mills, commercial fertilizer operations, and feedlots. Our agribusiness team brings years of hands-on experience and understanding to the table. Our small business team can support anything from retail operations to general contractors. We provide everything - workers compensation, general liability, employee health/benefits, property & casualty. We also have a team designated to help with our customers personal insurance needs - life, health, auto, homeowner - you need it and we can cover it. The experience and knowledge of our agents is hard to match.
EMPLOYEE BENEFIT ADVISORS - OKLAHOMA CITY, OK
EMPLOYEE BENEFIT ADVISORS - OKLAHOMA CITY, OK
Norman, Oklahoma
We are a full service employee benefit advisory firm with a special focus on small and mid-size employers. This segment of the business community has been impacted greatly by the Affordable Care Act (ACA) but has fewer choices when it comes to highly qualified employee benefit guidance. Many times these businesses have been left to go it alone by their current brokers when it comes to very complicated decisions. Our role is to simplify the employee benefit buying and management experience for our clients. This is accomplished by taking a high touch and engaged consultative approach with extremely knowledgeable staff.
NEXT FINANCIAL GROUP, INC - OKLAHOMA CITY, OK
NEXT FINANCIAL GROUP, INC - OKLAHOMA CITY, OK
Norman, Oklahoma
In 1998, a group of Financial Advisors founded a new broker-dealer unique from other firms in that all advisors would have the opportunity to take part in ownership and equity of the company. The founding group envisioned an independent firm that gave each Representative vision, values and voice. Today, NEXT Financial Group, Inc. ("NEXT"​), Member FINRA/SIPC operates under the same principles on which it was founded. It has grown from $4 million in gross revenue to more than $127 million while providing Investment Advisor Representatives with significant intellectual and capital resources. The company is owned by its Investment Advisor Representatives and staff, and no shareholder owns more than 10 percent of the company. The Board of Directors is made up of five Office of Jurisdictions ("OSJs"​), and all committees within NEXT are run by NEXT Investment Advisor Representatives. An eight-time Broker-Dealer of the Year award-winning* firm, NEXT believes that its strength lies in its Investment Advisor Representatives. In that spirit, NEXT encourages vision and empowers them to take control over their own destinies by giving them a voice, equity and revenue in everything they create. Since 2016, NEXT implemented the NEXT Select Program with Pershing, LLC and Lockwood. This fee-based platform was created to not only comply with the Department of Labor ("DOL"​) rule, but to meet Securities and Exchange Commission ("SEC"​) investment advisor rules and regulations. Additionally, it was designed to more efficiently manage money and assists with streamlining client communications and fee-based strategies. We're a community of individuals who discuss, share and inspire each other. We hold a shared value of outstanding customer service and provide our Representatives the support they need to successfully grow and run their businesses. We invite you to take a closer look at how experience, knowledge and teamwork can make NEXT a truly unmatched broker-dealer. *Based on a poll of Registered Representatives conducted by Investment Advisor magazine, Broker-dealers rated highest by their Representatives are awarded "Broker-Dealer (B-D) of the Year."​
CROSS POINTE INSURANCE ADVISORS - ARDMORE, OK
CROSS POINTE INSURANCE ADVISORS - ARDMORE, OK
Ardmore, Oklahoma
Cross Pointe Insurance Advisors, LLC, located in Ardmore, OK, stands out as a notable insurance broker, particularly adept at catering to the diverse needs of both small and midsize employers. This larger office, part of a respected local brokerage firm, specializes in providing comprehensive insurance solutions with a focus on medical and ancillary benefits. Their expertise is not limited to a single sector; they exhibit significant proficiency across various industries such as depository credit intermediation, activities related to real estate, and glass and glass product manufacturing. What sets Cross Pointe apart is their deep understanding of local and regional employer requirements, evident in their successful collaboration with top-tier clients. They boast an impressive portfolio, including First Bank & Trust Co in the depository credit intermediation industry, which has over 130 participants. Their expertise also extends to the First National Bank and Trust Company in the same industry, catering to more than 120 participants. Another notable client is the Noble Research Institute, a key player in the scientific research and development services industry, with a substantial employee base of over 190 participants. This office's proficiency lies in tailoring insurance packages that align with the unique dynamics of each industry they serve. Their ability to navigate the complexities of various sectors while providing personalized and effective insurance solutions marks them as a leading choice for businesses seeking reliable and comprehensive insurance advisory services.
FIRST UNITED BANK - OKLAHOMA CITY, OK
FIRST UNITED BANK - OKLAHOMA CITY, OK
Moore, Oklahoma
First United Bank is a progressive and innovative community banking organization. By virtue of its growth from a single unit bank into a multi-community banking enterprise, First United is categorized as a "Super Community Bank."​ As one of the largest banking organizations in the Southwest, First United focuses on retail and community banking, targeting consumers and small-to-mid-sized businesses within its market areas. First United provides a comprehensive range of financial services including retail, commercial, trust, brokerage, mortgage and insurance products. First United is the premier provider of financial products and services in every market we serve. We deliver services through an expansive network of community bank locations throughout Oklahoma and Texas. www.firstunitedbank.com/locations At First United, we believe that to spend life wisely, you should have a balance in the four pillars of wellness, personal development, financial well-being and faith. Check out our website blog at www.spendlifewisely.com. Facebook: firstunited1 Twitter: @firstunitedbank Google+: +firstunitedbank1 YouTube: firstunitedbank1 Member FDIC NMLS # 400025
BENEFITMALL - ARDMORE, OK
BENEFITMALL - ARDMORE, OK
Dallas, Oklahoma
With more than 40 years of experience, BenefitMall works with brokers and carriers to deliver efficient, secure, digital benefits solutions. More information about the company is available at www.benefitmall.com
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BENEFITS AT WORK - OKLAHOMA CITY, OK
BENEFITS AT WORK - OKLAHOMA CITY, OK
Tuttle, Oklahoma
Many employers, elected officials & school administrators do not have a strategy when it comes to enrolling the benefits of their employees. As an extension of your own group, we work hand in hand with our clients to develop a sound strategy that fits their needs. Subsequently, we communicate the message to the employees, and apply it during open enrollment. We can accommodate both in person and virtual visits to ensure every employees is educated and aware of their benefits.