Top 75 Financial Services Companies in Oklahoma City

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Below is the list of Top 75 Financial Services Companies in Oklahoma City ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Oklahoma City

1. Massmutual Oklahoma

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 51-200

Company Address: 4801 Gaillardia Parkway, Oklahoma City, Oklahoma, United States

Massmutual Oklahoma Contact Details

Name Title LinkedIn Phone Email
John Worley Managing Director At Massmutual Oklahoma
Haylee Kenmore Financial Services Professional
Lawrence Fugett Registered Representative
Robert Karaya Agency House Account Manager And Financial Advisor
Kelly Berry Financial Services Professional
Scott Case Financial Services Professional
Michael Mccall Financial Planner, Investment Advisor Representative
Requires/Intent and 19 more Employees
Risk Management & Compliance
Blockchain & Cryptocurrency Solutions
Investment Advisory
HR & Talent Acquisition
Sales & Lead Generation Strategy
and more

2. First Mortgage Company

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: firstmortgageco.com

Company Size: 501-1000

Company Address: 6701 North Broadway, Oklahoma City, Oklahoma, United States

First Mortgage Company Contact Details

Name Title LinkedIn Phone Email
Sean Olmstead Loan Processor At First Mortgage Company
Ron Mccord Chairman
Leah Marchbanks Mortgage Loan Consultant
Brandy Mcbride Broker And Owner
Dawn Neu Loan Officer
Stewert Fleischman Loan Officer Assistant
Alisha Keenan Vice President Operations
Requires/Intent and 108 more Employees
Online Advertising & SEO
Financial Forecasting & Modeling
Omnichannel Customer Support
and more

3. Floorplan Xpress

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: fpxus.com

Company Founded: 1974

Company Size: 51-200

Company Address: 2900 South Telephone Road, Oklahoma City, Oklahoma, United States

Floorplan Xpress Contact Details

Name Title LinkedIn Phone Email
Tom Smith Regional Vice President
Emery Eaton Account Executive
Trisha Elledge Credit Manager
Craig Owen Chief Executive Officer
Jeremy Wentworth Regional Manager At Floorplan Xpress
Daiana Harangus Office Operations Manager
Terri Waag Regional Manager
Requires/Intent and 27 more Employees
Digital Payment & Subscription Solutions
Tax Planning & Strategy
Business Strategy & Growth Consulting
Accounting Services
and more

4. Oklahoma Employees Credit Union

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: okcu.org

Company Founded: 1954

Company Size: 51-200

Company Address: 3001 North Lincoln Boulevard, Oklahoma City, Oklahoma, United States

Oklahoma Employees Credit Union Contact Details

Name Title LinkedIn Phone Email
Dusty Webb Vice President Of Human Resources And Training
Jennifer Lown Chief Marketing Officer
Blake Parks Business Development Specialist
Esthefania Jimenez Financial Services Representative
Brandon Havens Digital Media Specialist
Alyson Lebow Loan Officer
Barbara Franks Business Services Specialist
Requires/Intent and 16 more Employees
Quality Control & Assurance
Accounting Services
Asset Management
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
and more

5. Trw Credit Services

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: trwcreditgroup.com

Company Founded: 2010

Company Size: 1-10

Company Address: 5909 North West Expressway, Oklahoma City, Oklahoma, United States

Trw Credit Services Contact Details

Name Title LinkedIn Phone Email
Kevin Foster Executive Director Trw Credit Services
Jim Smith Credit Specialist
Requires/Intent
Banking & Payment Processing
Loan Origination & Servicing Platforms
Quality Control & Assurance
and more

6. Allegiance Credit Union

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: allegiancecu.org

Company Founded: 1963

Company Size: 51-200

Company Address: 4235 North Meridian Avenue, Oklahoma City, Oklahoma, United States

Allegiance Credit Union Contact Details

Name Title LinkedIn Phone Email
I-cude Brent W. Rempe Senior Vice President And Chief Strategy And Growth Officer
Belinda Mitchell Director Of Membership Services
Amy Downs President And Chief Executive Officer
Amy Blackburn Mortgage Loan Servicing
Brian Engel Vice President Of Information Services And Chief Information Officer
Laurel Pope Marketing Vice President
Sabrina Waner Senior Vice President And Chief Financial Officer
Requires/Intent and 22 more Employees
Legal Compliance & Advisory
Mobile App Development For Financial Services
Corporate Finance Strategy
Asset Management
and more

7. Exencial Wealth Advisors

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: exencialwealth.com

Company Founded: 2012

Company Size: 11-50

Company Address: 9108 North Kelley Avenue, Oklahoma City, Oklahoma, United States

Exencial Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Caleb Dillard Chief Operations Officer
Philip Ross Partner
Lori Stephenson Relationship Manager
Cassandra Colon Relationship Manager
Jeff Baty Financial Advisor - Director Of Wealth Management
Rachel Collier Client Services And Operations
Emily Kemp Receptionist
Requires/Intent
Mobile App Development For Financial Services
Asset Management
Cybersecurity & Data Protection
Financial Forecasting & Modeling
and more

8. Executive Lending Group

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 11-50

Executive Lending Group Contact Details

Name Title LinkedIn Phone Email
Joel Little Owner
Sherri Moriarty Mortgage Broker
Don Spears Vice President
Mark Mcevers Senior Loan Officer, Nmls#303703
Keitha Mcevers Loan Officer
Don Spears President
Kent Carter Loan Officer
Requires/Intent and 1 more Employees
ESG & Sustainable Finance Consulting
Corporate Finance Strategy
and more

9. Employeradvocates, Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: employer-advocates.com

Company Size: 11-50

Company Address: 100 Park Avenue, Oklahoma City, Oklahoma, United States

Employeradvocates, Llc Contact Details

Name Title LinkedIn Phone Email
Jordyn Woodward Client Services Advocate
Kendra Hajek Senior Account Executive, Partner
Kristen Gilliam Senior Account Executive, Partner
Meghan Roper Senior Account Executive, Partner
Blair Brown Strategic Data Analyst, Partner At Employeradvocates, Llc
Sarah Goodson Data Analyst
Requires/Intent
Insurance & Underwriting Services
Financial Planning & Retirement Solutions
and more

10. Exchange Traded Concepts, Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: exchangetradedconcepts.com

Company Founded: 2011

Company Size: 11-50

Company Address: 10900 Hefner Pointe Drive, Oklahoma City, Oklahoma, United States

Exchange Traded Concepts, Llc Contact Details

Name Title LinkedIn Phone Email
Garrett Stevens Chief Executive Officer
Quinn Karpeh Relationship Manager
David Meinke Web Developer
Christy Sanford Executive Assistant
Requires/Intent
Treasury & Cash Flow Management
Hedge Fund & Private Equity Consulting
Compliance & Regulatory Advisory
and more

11. Tristar Pension Consulting

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: tristarpension.com

Company Founded: 1999

Company Size: 1-10

Company Address: 9150 North May Avenue, Oklahoma City, Oklahoma, United States

Tristar Pension Consulting Contact Details

Name Title LinkedIn Phone Email
Shannon Edwards Owner, Tristar Pension Consulting, Qualified Retirement Plan Design, Consulting And Administration
Henna Patel Assistant Plan Administrator
Claudia Estrada Administrative Assistant
Requires/Intent
Securities Trading & Brokerage
API Integration For FinTech
and more

12. Wilshire-pennington Group

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: wilshire-pennington.com

Company Size: 1-10

Company Address: 3129 Northwest 63rd Street, Oklahoma City, Oklahoma, United States

Wilshire-pennington Group Contact Details

Name Title LinkedIn Phone Email
Benjamin Kennedy Chief Investment Officer
Requires/Intent
Hedge Fund & Private Equity Consulting
Legal Compliance & Advisory
Financial Auditing & Reporting
Blockchain & Cryptocurrency Solutions
and more

13. Rockgate Financial Partners

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: rockgatefinancial.com

Company Founded: 2013

Company Size: 51-200

Company Address: 700 Cedar Lake Boulevard, Oklahoma City, Oklahoma, United States

Rockgate Financial Partners Contact Details

Name Title LinkedIn Phone Email
Alan Niemann Managing Partner
Colby Castor Registered Representative
Jill Olson Registered Representative
Jennifer Tobin Recruiter
Requires/Intent
Marketing Services
Data Analytics & Business Intelligence
and more

14. Stockton Financial

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: stocktonfinancial.com

Company Founded: 1988

Company Size: 1-10

Company Address: 13924 Quail Pointe Drive, Oklahoma City, Oklahoma, United States

Stockton Financial Contact Details

Name Title LinkedIn Phone Email
Jeremy Baldwin Business Consultant
Requires/Intent
Quality Control & Assurance
Treasury & Cash Flow Management
Financial Forecasting & Modeling
Technology Consulting
and more

15. Estate Clarity

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: estateclarity.com

Company Founded: 2018

Company Size: 1-10

Estate Clarity Contact Details

Name Title LinkedIn Phone Email
Trent Stoker Co-founder And Chief Operations Officer
Requires/Intent
Mobile App Development For Financial Services
Corporate Finance Strategy
and more

16. Windle Wealth

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 1-10

Windle Wealth Contact Details

Name Title LinkedIn Phone Email
Mardi Nider Client Executive
Ann Bihm Client Executive
Donald Windle Founder And Chief Executive Officer
Fpqp Jade Franke Operations Manager
Requires/Intent
Technology Consulting
API Integration For FinTech
and more

17. Citywide Mortgage Nmls # 120886

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Founded: 2000

Company Size: 11-50

Company Address: 9400 South I 35 Service Road, Oklahoma City, Oklahoma, United States

Citywide Mortgage Nmls # 120886 Contact Details

Name Title LinkedIn Phone Email
Rachel Whitmire Sales And Marketing Coordinator
Ladonna Hester Mortgage Loan Officer Id # 934582
Kristin Meier Loan Officer
Jamie Childers Mortgage Loan Processor
Jamie Carroll Loan Processor And Va Underwriter
Tonya Chesser Senior Mortgage Processor
Tami Steffens Compliance Officer
Requires/Intent and 1 more Employees
Investment Advisory
Mergers & Acquisitions Advisory
Performance Tracking & KPI Analytics
and more

18. Buchanan Capital Management, Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Founded: 2014

Company Size: 1-10

Company Address: 1000 West Wilshire Boulevard, Oklahoma City, Oklahoma, United States

Buchanan Capital Management, Llc Contact Details

Name Title LinkedIn Phone Email
Martin Buchanan Private Wealth Advisor
Requires/Intent
Automation & Workflow Optimization
Blockchain & Cryptocurrency Solutions
Sales & Lead Generation Strategy
and more

19. Adaptation Financial™

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: adaptadvisors.com

Company Founded: 2013

Company Size: 51-200

Company Address: 700 Cedar Lake Boulevard, Oklahoma City, Oklahoma, United States

Adaptation Financial™ Contact Details

Name Title LinkedIn Phone Email
Kevin Cox Chief Operating Officer
Requires/Intent
Financial Forecasting & Modeling
Credit Rating & Analysis
and more

20. Hspg & Associates

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: hspgcpas.com

Company Size: 11-50

Company Address: 5400 North Grand Boulevard, Oklahoma City, Oklahoma, United States

Hspg & Associates Contact Details

Name Title LinkedIn Phone Email
David Lipps Senior Manager - Accounting Services
Victoria Hawkins Hspg And Associates
Victoria Hawkins Manager
Paul Timmons Manager
Jane Secondine Manager
Yolanda Blackburn Senior Accounting Associate
Angela Greene Accountant
Requires/Intent and 3 more Employees
Employee Training & Workforce Development
Blockchain & Cryptocurrency Solutions
Mergers & Acquisitions Advisory
Wealth Management
and more

21. Works & Lentz, Inc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: workslentz.com

Company Founded: 1990

Company Size: 51-200

Company Address: 3030 Northwest Expressway, Oklahoma City, Oklahoma, United States

Works & Lentz, Inc Contact Details

Name Title LinkedIn Phone Email
Lori Lair Scan Coordinator
Kevin Cochran Collection Manager At Works And Lentz, Inc
Deborah Miller Client Relations Manager
Christie Cochran Accounting Supervisor
Mark Dixon Attorney
Emily Gore Receptionist
Roger Coil Attorney
Requires/Intent and 26 more Employees
Mobile App Development For Financial Services
Compliance & Regulatory Advisory
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
Fraud Detection & Prevention
and more

22. Legacy Planning Partners, Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: lpp-pag.com

Company Founded: 2009

Company Size: 11-50

Company Address: 10900 Hefner Pointe Drive, Oklahoma City, Oklahoma, United States

Legacy Planning Partners, Llc Contact Details

Name Title LinkedIn Phone Email
Teresa Howard Financial Professional
Carl Elkins Financial Advisor
Matthew Pendergrass Financial Professional
Christy Pendergrass Executive Assistant
Requires/Intent
Mobile App Development For Financial Services
HR & Talent Acquisition
ESG & Sustainable Finance Consulting
Tax Planning & Strategy
Corporate Finance Strategy
and more

23. Apex Financial Solutions

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: apexokc.com

Company Founded: 2003

Company Size: 11-50

Company Address: 2816 Northwest 58th, Oklahoma City, Oklahoma, United States

Apex Financial Solutions Contact Details

Name Title LinkedIn Phone Email
Charles Wallin Managing Partner
Jeffrey Walls Registered Representative
Blake Hill Registered Representative
Jamie Arnold Producer
Requires/Intent
ERP For Financial Institutions
Tax Planning & Strategy
Digital Payment & Subscription Solutions
and more

24. First Financial Network, Inc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: ffncorp.com

Company Founded: 1989

Company Size: 11-50

Company Address: 9211 Lake Hefner Parkway, Oklahoma City, Oklahoma, United States

First Financial Network, Inc. Contact Details

Name Title LinkedIn Phone Email
Jamie Hook Executive Vice President
John Morris President
Ann Coleson Financial Analyst
Bliss Morris Owner
Teresa Hunter Post Closing Manager
Todd Pannell Project Manager
Tiffany Williams Investor Relations
Requires/Intent and 2 more Employees
Document Management & E-signature Solutions
Corporate Finance Strategy
Investment Advisory
Cloud Computing Solutions
Legal Compliance & Advisory
and more

25. Financial Risk Solutions Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: thefrsgroup.com

Company Size: 11-50

Company Address: 9658 North May Avenue, Oklahoma City, Oklahoma, United States

Financial Risk Solutions Llc Contact Details

Name Title LinkedIn Phone Email
Cole Richardson Principal
Lindsey Hart Commercial And Personal Insurance Producer
Brandon Winters Insurance Agent
Jane Luttrell Accounting
Jackie Hayes Ins Agt
Rhonda Carey Commercial Csr
Requires/Intent
Financial Auditing & Reporting
Treasury & Cash Flow Management
Corporate Finance Strategy
Risk Management & Compliance
and more

26. Capital Asset Management

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: capitalassetmanagement.com

Company Founded: 1986

Company Size: 11-50

Company Address: 3636 North Roff Avenue, Oklahoma City, Oklahoma, United States

Capital Asset Management Contact Details

Name Title LinkedIn Phone Email
Richard Hoe Financial Services Professional
Sandra Owens Administrative Assistant
Beth Inauen Administrative Assistant
Mark Haenny Financial Consultant
Dionne Cornelius Vice President
Richard Hoe Wealth Manager At Capital Asset Management, Inc
John Magistro Wealth Consultant
Requires/Intent and 2 more Employees
Mobile App Development For Financial Services
ESG & Sustainable Finance Consulting
and more

27. Core Business Advisors, Pllc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: okccfo.com

Company Founded: 2010

Company Size: 1-10

Company Address: 12352 Market Drive, Oklahoma City, Oklahoma, United States

Core Business Advisors, Pllc Contact Details

Name Title LinkedIn Phone Email
Chase Almen Cpa
Donna Sodowsky Accountant
Requires/Intent
Financial Forecasting & Modeling
Securities Trading & Brokerage
and more

28. Redstone Wealth Management

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: redstonewm.com

Company Size: 1-10

Company Address: 3404 Northwest 135th Street, Oklahoma City, Oklahoma, United States

Redstone Wealth Management Contact Details

Name Title LinkedIn Phone Email
Lee Cantrell President
Brent Terrell Operations Manager
Dale Powell Operations Analyst
Requires/Intent
AI-powered Financial Insights
Credit Rating & Analysis
Quality Control & Assurance
Mortgage & Loan Processing
and more

29. Investrust, N.a.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Founded: 1998

Company Size: 1-10

Company Address: 5100 North Classen Boulevard, Oklahoma City, Oklahoma, United States

Investrust, N.a. Contact Details

Name Title LinkedIn Phone Email
Dani Craig Retirement Plan Specialist
Romeo Bryant System Administrator
Megan Kershaw Trust Administrative Assistant
Kevin Morrissey Business Development Manager
Stephanie Corder Retirement Plan Specialist
Matt Murphy Chief Information Officer
Requires/Intent
Asset Management
Technology Consulting
Data Analytics & Business Intelligence
Legal Compliance & Advisory
and more

30. Cameron Financial Strategies

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: melindaolbert.com

Company Size: 1-10

Company Address: 9012 North Kelley Avenue, Oklahoma City, Oklahoma, United States

Cameron Financial Strategies Contact Details

Name Title LinkedIn Phone Email
Melinda Olbert President And Founder
Catherine Lantz Financial Planner
Requires/Intent
ESG & Sustainable Finance Consulting
Legal Compliance & Advisory
and more

31. Express Premium Finance Co

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: expresspremium.com

Company Size: 11-50

Company Address: 21 East Main Street, Oklahoma City, Oklahoma, United States

Express Premium Finance Co Contact Details

Name Title LinkedIn Phone Email
Matthew Price President And Chief Executive Officer
Cathy Pickelsimer Risk Manager
Requires/Intent
Insurance & Underwriting Services
Risk Management & Compliance
and more

32. Account Management Resources, Llc (amr)

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: amraccounts.com

Company Founded: 1967

Company Size: 11-50

Company Address: 726 West Sheridan Avenue, Oklahoma City, Oklahoma, United States

Account Management Resources, Llc (amr) Contact Details

Name Title LinkedIn Phone Email
Stacy Willis Director Of Operations
Camille Lindsey Recovery Supervisor
Precious Handy Telecommunications Specialist
Maria Martinez Recovery Specialist
Jacqueline Ruiz Recovery Specialist
Requires/Intent
Business Strategy & Growth Consulting
Risk Assessment & Mitigation
and more

33. Elemental Lending Partners

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: elementallendingpartners.com

Company Founded: 2017

Company Size: 1-10

Elemental Lending Partners Contact Details

Name Title LinkedIn Phone Email
Mike Hawkins Managing Partner
Requires/Intent
Debt Collection & Recovery
Marketing Services
API Integration For FinTech
and more

34. Tbs Capital Funding

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: tbscapitalfunding.com

Company Founded: 2014

Company Size: 1-10

Company Address: 7740 Northwest 85th Terrace, Oklahoma City, Oklahoma, United States

Tbs Capital Funding Contact Details

Name Title LinkedIn Phone Email
Constance Fraley Operations Manager
Requires/Intent
Mortgage & Loan Processing
Risk Assessment & Mitigation
Business Strategy & Growth Consulting
Performance Tracking & KPI Analytics
Branding & Public Relations
and more

35. The Oklahoma United Methodist Foundation

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: okumf.org

Company Founded: 1943

Company Size: 11-50

Company Address: 4201 North Classen Boulevard, Oklahoma City, Oklahoma, United States

The Oklahoma United Methodist Foundation Contact Details

Name Title LinkedIn Phone Email
David Battles Executive Vice President
Julie Fogarty Director Of Administrative Services
Requires/Intent
IoT-enabled Smart Banking Solutions
Mergers & Acquisitions Advisory
Legal Compliance & Advisory
Compliance & Regulatory Advisory
Insurance & Underwriting Services
and more

36. Mullen Investment Group

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: mindart.ch

Company Size: 1-10

Mullen Investment Group Contact Details

Name Title LinkedIn Phone Email
Greg Mullen Owner
Requires/Intent
Sales & Lead Generation Strategy
Tax Planning & Strategy
and more

37. Plangroup Financial, Inc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: plangroup.com

Company Founded: 1968

Company Size: 11-50

Company Address: 6 Northeast 63rd Street, Oklahoma City, Oklahoma, United States

Plangroup Financial, Inc. Contact Details

Name Title LinkedIn Phone Email
Nicholas Fiegel Director Of Research And Investment Management
Requires/Intent
AI-powered Financial Insights
Quality Control & Assurance
Financial Auditing & Reporting
and more

38. Odyssey Financial Group

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: odysseyfinancial.com

Company Founded: 2013

Company Size: 1-10

Company Address: 8801 Commerce Park Drive, Oklahoma City, Oklahoma, United States

Odyssey Financial Group Contact Details

Name Title LinkedIn Phone Email
Ken Culver Consult-retirement Plans
Michael Cupit Data Analyst
Requires/Intent
Mobile App Development For Financial Services
Online Advertising & SEO
Omnichannel Customer Support
and more

39. Jigsaw & Associates

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: jigsaw-associates.com

Company Size: 1-10

Company Address: 3030 Northwest Expressway, Oklahoma City, Oklahoma, United States

Jigsaw & Associates Contact Details

Name Title LinkedIn Phone Email
Veronica Ray Founder
Requires/Intent
ESG & Sustainable Finance Consulting
Mobile App Development For Financial Services
Debt Collection & Recovery
Financial Forecasting & Modeling
Financial Planning & Retirement Solutions
and more

40. Cassidy Financial Group, Inc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Founded: 2001

Company Size: 1-10

Company Address: 3637 North West 51st Street, Oklahoma City, Oklahoma, United States

Cassidy Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Laura Svalestad Director Of Business Development
Requires/Intent
ERP For Financial Institutions
Cybersecurity & Data Protection
and more

41. Courtesy Loans

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: careerwise.com

Company Size: 11-50

Company Address: 1418 North Key Boulevard, Oklahoma City, Oklahoma, United States

Courtesy Loans Contact Details

Name Title LinkedIn Phone Email
Melanie Newbold Assistant Manager
Dominique Treadway Assistant Manager
Jawanza Boston Assistant Manager
Amber Gandy Assistant State Supervisor
Katie Jaspering Assistant Manager
Tanya Sprunk Office Manager
Tanya Sprunk Office Manager
Requires/Intent and 10 more Employees
ESG & Sustainable Finance Consulting
Performance Tracking & KPI Analytics
and more

42. Liberty Mortgage Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: libertymortgage.biz

Company Founded: 2006

Company Size: 1-10

Company Address: 728 Southwest 154th Place, Oklahoma City, Oklahoma, United States

Liberty Mortgage Llc Contact Details

Name Title LinkedIn Phone Email
Hannah Tatom Marketing Assistant
Requires/Intent
Banking & Payment Processing
Automation & Workflow Optimization
Cybersecurity & Data Protection
Marketing Services
and more

43. Pension Solutions, Inc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: pension-solutions.net

Company Founded: 1962

Company Size: 11-50

Company Address: 9400 North Broadway Extension, Oklahoma City, Oklahoma, United States

Pension Solutions, Inc. Contact Details

Name Title LinkedIn Phone Email
Karen Langley Executive Assistant
Dawn Jarnagin Administrator - Qka
Requires/Intent
AI-powered Financial Insights
Data Analytics & Business Intelligence
and more

44. Align Wealth Management

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Founded: 1994

Company Size: 1-10

Company Address: 13921 Quail Pointe Drive, Oklahoma City, Oklahoma, United States

Align Wealth Management Contact Details

Name Title LinkedIn Phone Email
Darlene Eisel Operations Manager At Align Wealth Management
Debbie Stanley Client Service Associate
Requires/Intent
Wealth Management
Investment Advisory
Securities Trading & Brokerage
Risk Management & Compliance
and more

45. Castleview Wealth Advisors

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: castleviewadvisors.com

Company Founded: 2015

Company Size: 1-10

Company Address: 9112 North Kelley Avenue, Oklahoma City, Oklahoma, United States

Castleview Wealth Advisors Contact Details

Name Title LinkedIn Phone Email
Melissa Ray Partner
Drew Garner Research Analyst
Ashley Laubach Client Services Administrator
Requires/Intent
Fraud Detection & Prevention
Treasury & Cash Flow Management
Technology Consulting
Tax Planning & Strategy
and more

46. F.i.g. Financial Advisory Services, Inc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Founded: 1983

Company Size: 1-10

Company Address: 9211 Lake Hefner Parkway, Oklahoma City, Oklahoma, United States

F.i.g. Financial Advisory Services, Inc. Contact Details

Name Title LinkedIn Phone Email
Rick Jurrens President-ceo, Financial Advisor
Rick Jurrens President-ceo
Requires/Intent
Omnichannel Customer Support
Document Management & E-signature Solutions
and more

47. Asset Servicing Group, Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: theasg.net

Company Founded: 2002

Company Size: 11-50

Company Address: 521 West Wilshire Boulevard, Oklahoma City, Oklahoma, United States

Asset Servicing Group, Llc Contact Details

Name Title LinkedIn Phone Email
Yona Garlit Policy Analyst
Kari Henderson Claims And Tracking Administrator
Teresa Keever Executive Assistant
Requires/Intent
Financial Planning & Retirement Solutions
Marketing Services
and more

48. Dezelle Finance Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: dezellefinance.com

Company Founded: 2014

Company Size: 1-10

Company Address: 1100 South Rockwell Avenue, Oklahoma City, Oklahoma, United States

Dezelle Finance Llc Contact Details

Name Title LinkedIn Phone Email
Rocky Dezelle Financier
Requires/Intent
Tax Planning & Strategy
ESG & Sustainable Finance Consulting
and more

49. Midland Mortgage Co.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: mymidlandmortgage.com

Company Size: 11-50

Company Address: 999 Northwest Grand Boulevard, Oklahoma City, Oklahoma, United States

Midland Mortgage Co. Contact Details

Name Title LinkedIn Phone Email
Autumn Cranford Delinquent Assoicate 1
Akiva Israel Documentation Specialist
Rhiannon James-creswell Property Preservation, Asset Protection
Candice Sharp Delinquency Associate
Gabriela Acosta Customer Service Representative
Daniel Almaguer Delinquency Associate
Requires/Intent
Quality Control & Assurance
Treasury & Cash Flow Management
and more

50. Dominion Investor Services

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 11-50

Company Address: 3535 Northwest 58th Street, Oklahoma City, Oklahoma, United States

Dominion Investor Services Contact Details

Name Title LinkedIn Phone Email
Chelsea Schlosser Financial Services
Requires/Intent
Performance Tracking & KPI Analytics
Loan Origination & Servicing Platforms
and more

51. 4 Leaf Solutions

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: 4leafsolutions.com

Company Founded: 2012

Company Size: 11-50

Company Address: 3535 Northwest 58th Street, Oklahoma City, Oklahoma, United States

4 Leaf Solutions Contact Details

Name Title LinkedIn Phone Email
Shawn Mckinish Co-founder And Vice President
Cory Mills Account Manager
Cristina Stanczak District Sales Manager
Leslie Taylor Sales Representative
Jennifer Mills Buisness Consultant
Requires/Intent
Omnichannel Customer Support
Blockchain & Cryptocurrency Solutions
Accounting Services
AI-powered Financial Insights
and more

52. Capital West Securities, Inc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: capitalwest.com

Company Founded: 1995

Company Size: 51-200

Company Address: 211 North Robinson, Oklahoma City, Oklahoma, United States

Capital West Securities, Inc. Contact Details

Name Title LinkedIn Phone Email
Kim Cochran Marketing Manager
Bob Rader Senior V-p
Mike Daus Vice President Strategy Group
Amy Shilling Senior Cashier At Capital West Securities, Inc
Becky Mills Muni Bond Trader
Requires/Intent
Risk Assessment & Mitigation
Fraud Detection & Prevention
Banking & Payment Processing
and more

53. Haynes Equipment Company Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 1-10

Company Address: 117 Northwest 132nd Street, Oklahoma City, Oklahoma, United States

Haynes Equipment Company Llc Contact Details

Name Title LinkedIn Phone Email
Minerva Taylor Field Service Coordinator
Requires/Intent
Compliance & Regulatory Advisory
Technology Consulting
Cybersecurity & Data Protection
Securities Trading & Brokerage
Digital Payment & Subscription Solutions
and more

54. Oklahoma College Assistance Program

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: ocap.org

Company Size: 11-50

Oklahoma College Assistance Program Contact Details

Name Title LinkedIn Phone Email
Melissa Neal Executive Director
Requires/Intent
Legal Compliance & Advisory
Securities Trading & Brokerage
and more

55. Taxpro

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 11-50

Company Address: 24 Southwest 104th Street, Oklahoma City, Oklahoma, United States

Taxpro Contact Details

Name Title LinkedIn Phone Email
Richard Long Owner
Julie Flores Manager
Hector Gonzalez Tax Preparer
Hector Gonzalez Founder
Requires/Intent
Securities Trading & Brokerage
Branding & Public Relations
Financial Planning & Retirement Solutions
and more

56. Cashlandok

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: cashlandok.com

Company Founded: 1987

Company Size: 51-200

Company Address: 10417 North May Avenue, Oklahoma City, Oklahoma, United States

Cashlandok Contact Details

Name Title LinkedIn Phone Email
Darla Feeback Store Manager
Ticey Moreland Lead Teller
Mayra Montes Customer Service Representative
Requires/Intent
Debt Collection & Recovery
Legal Compliance & Advisory
and more

57. Synergy Advisors Group, Llc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: synergyadvisorsgroup.com

Company Founded: 2005

Company Size: 1-10

Company Address: 12036 North May Avenue, Oklahoma City, Oklahoma, United States

Synergy Advisors Group, Llc. Contact Details

Name Title LinkedIn Phone Email
Amber Troppman Personal Assistant
Steven Caldwell Insurance Advisor
Bryan Stewart CfpÂ
Requires/Intent
Data Analytics & Business Intelligence
Loan Origination & Servicing Platforms
ESG & Sustainable Finance Consulting
Investment Advisory
and more

58. Oklahoma Department Of Securities

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 11-50

Company Address: 204 North Robinson Avenue, Oklahoma City, Oklahoma, United States

Oklahoma Department Of Securities Contact Details

Name Title LinkedIn Phone Email
Amanda Cornmesser Attorney
Oliver Blaha Investigator
Marquita Seifried Stars Program Manager
Requires/Intent
Accounting Services
Portfolio Management
ERP For Financial Institutions
and more

59. 45th Infantry Division Museum

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: 45thdivisionmuseum.com

Company Size: 1-10

Company Address: 2145 Northeast 36th Street, Oklahoma City, Oklahoma, United States

45th Infantry Division Museum Contact Details

Name Title LinkedIn Phone Email
Michael Gonzales Museum Curator
Clark Brian Vehical And Weapons
Requires/Intent
Branding & Public Relations
Cybersecurity & Data Protection
Risk Management & Compliance
and more

60. Tungsten Wealth Management

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: tungstenwealth.com

Company Founded: 2017

Company Size: 1-10

Tungsten Wealth Management Contact Details

Name Title LinkedIn Phone Email
Shawn Peschke Founding Partner
Requires/Intent
Financial Planning & Retirement Solutions
Data Analytics & Business Intelligence
Employee Training & Workforce Development
Risk Assessment & Mitigation
and more

61. Oklahoma City Orchestra League

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: okcorchestraleague.org

Company Size: 11-50

Company Address: 1900 Northwest Expressway, Oklahoma City, Oklahoma, United States

Oklahoma City Orchestra League Contact Details

Name Title LinkedIn Phone Email
Grace Medina Office Administrator
Requires/Intent
Document Management & E-signature Solutions
Debt Collection & Recovery
and more

62. Customer Credit Corporation

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 11-50

Company Address: 4989 Southeast 29th Street, Oklahoma City, Oklahoma, United States

Customer Credit Corporation Contact Details

Name Title LinkedIn Phone Email
Amanda Mock Manager In Training
Taylor Phillips Assistant Manager
Requires/Intent
Business Strategy & Growth Consulting
Blockchain & Cryptocurrency Solutions
Insurance & Underwriting Services
Banking & Payment Processing
and more

63. Nacm Midamerica

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: nacmservices.com

Company Founded: 1906

Company Size: 1-10

Company Address: 10301 South Sooner Road, Oklahoma City, Oklahoma, United States

Nacm Midamerica Contact Details

Name Title LinkedIn Phone Email
Cheryl Nave A And R A And P
Nacm Midamerica Association
Requires/Intent
HR & Talent Acquisition
Branding & Public Relations
Mergers & Acquisitions Advisory
AI-powered Financial Insights
Legal Compliance & Advisory
and more

64. Bok Financial Securities, Inc., Member Finra/sipc, A Subsidiary Of Bok Financial

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: bankofoklahoma.com

Company Size: 1-10

Bok Financial Securities, Inc., Member Finra/sipc, A Subsidiary Of Bok Financial Contact Details

Name Title LinkedIn Phone Email
David Sharpe Director Of Transfund
Requires/Intent
Sales & Lead Generation Strategy
Mergers & Acquisitions Advisory
and more

65. Western Oaks Anesthesia Assoc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 1-10

Company Address: 5100 North Brookline Avenue, Oklahoma City, Oklahoma, United States

Western Oaks Anesthesia Assoc Contact Details

Name Title LinkedIn Phone Email
Bretonya Phillips-johnson Anesthesiologist
Gary Walker Physician
Requires/Intent
Financial Planning & Retirement Solutions
Insurance & Underwriting Services
and more

66. Cassidy Financial Group, Inc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: cassidyfinancialgroupinc.com

Company Founded: 2001

Company Size: 1-10

Company Address: 3637 North West 51st Street, Oklahoma City, Oklahoma, United States

Cassidy Financial Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Billie Rodely Director Of Communications
Requires/Intent
Online Advertising & SEO
Mobile App Development For Financial Services
Risk Assessment & Mitigation
Document Management & E-signature Solutions
and more

67. Paycom Llc

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: paycom.tj

Company Founded: 2008

Company Size: 11-50

Paycom Llc Contact Details

Name Title LinkedIn Phone Email
Madeline Rollins Administrative Assistant
Requires/Intent
Legal Compliance & Advisory
Treasury & Cash Flow Management
and more

68. Celebrity Club

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Company Size: 11-50

Company Address: 2125 South Air Depot Boulevard, Oklahoma City, Oklahoma, United States

Celebrity Club Contact Details

Name Title LinkedIn Phone Email
Stephanie Alexander Server
Requires/Intent
Marketing Services
Credit Rating & Analysis
Technology Consulting
Tax Planning & Strategy
Insurance & Underwriting Services
and more

69. Core Group Wealth Management

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: coregroupwealth.com

Company Size: 1-10

Company Address: 8901 Commerce Park Drive, Oklahoma City, Oklahoma, United States

Core Group Wealth Management Contact Details

Name Title LinkedIn Phone Email
Toni Grisaffi Accountant
Requires/Intent
Fraud Detection & Prevention
Accounting Services
and more

70. Neighbors Cafe

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: neighborscafelv.com

Company Size: 1-10

Company Address: 5900 Northwest 38th Street, Oklahoma City, Oklahoma, United States

Neighbors Cafe Contact Details

Name Title LinkedIn Phone Email
Michael Parma Lead Cook
Pamela Meacham Waitress
Requires/Intent
ESG & Sustainable Finance Consulting
Credit Rating & Analysis
Financial Forecasting & Modeling
Banking & Payment Processing
and more

71. Pay.com

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: pay.com

Company Founded: 2004

Company Size: 51-200

Pay.com Contact Details

Name Title LinkedIn Phone Email
Timothy Johnson Computer Science
Requires/Intent
Loan Origination & Servicing Platforms
Automation & Workflow Optimization
Employee Training & Workforce Development
and more

72. Retirement Llc.

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: retirementllc.com

Company Founded: 1975

Company Size: 11-50

Company Address: 13838 Quail Pointe Drive, Oklahoma City, Oklahoma, United States

Retirement Llc. Contact Details

Name Title LinkedIn Phone Email
Lucinda Morris Conversion Specialist
Requires/Intent
Branding & Public Relations
Blockchain & Cryptocurrency Solutions
and more

73. Leveridge Group

Industry: Financial Services

Location: Oklahoma City, Oklahoma

Website: leveridgegroup.com

Company Founded: 2012

Company Size: 1-10

Leveridge Group Contact Details

Name Title LinkedIn Phone Email
Shelley Leveridge Owner
Requires/Intent
Mobile App Development For Financial Services
Asset Management
Hedge Fund & Private Equity Consulting
Tax Planning & Strategy
Performance Tracking & KPI Analytics
and more
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Oklahoma City Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 John Worley Massmutual Oklahoma Managing Director At Massmutual Oklahoma
2 Haylee Kenmore Massmutual Oklahoma Financial Services Professional
3 Lawrence Fugett Massmutual Oklahoma Registered Representative
4 Robert Karaya Massmutual Oklahoma Agency House Account Manager And Financial Advisor
5 Kelly Berry Massmutual Oklahoma Financial Services Professional
6 Scott Case Massmutual Oklahoma Financial Services Professional
7 Michael Mccall Massmutual Oklahoma Financial Planner, Investment Advisor Representative
8 Sean Olmstead First Mortgage Company Loan Processor At First Mortgage Company
9 Ron Mccord First Mortgage Company Chairman
10 Leah Marchbanks First Mortgage Company Mortgage Loan Consultant
11 Brandy Mcbride First Mortgage Company Broker And Owner
12 Dawn Neu First Mortgage Company Loan Officer
13 Stewert Fleischman First Mortgage Company Loan Officer Assistant
14 Alisha Keenan First Mortgage Company Vice President Operations
15 Tom Smith Floorplan Xpress Regional Vice President
16 Emery Eaton Floorplan Xpress Account Executive
17 Trisha Elledge Floorplan Xpress Credit Manager
18 Craig Owen Floorplan Xpress Chief Executive Officer
19 Jeremy Wentworth Floorplan Xpress Regional Manager At Floorplan Xpress
20 Daiana Harangus Floorplan Xpress Office Operations Manager
21 Terri Waag Floorplan Xpress Regional Manager
22 Dusty Webb Oklahoma Employees Credit Union Vice President Of Human Resources And Training
23 Jennifer Lown Oklahoma Employees Credit Union Chief Marketing Officer
24 Blake Parks Oklahoma Employees Credit Union Business Development Specialist
25 Esthefania Jimenez Oklahoma Employees Credit Union Financial Services Representative
26 Brandon Havens Oklahoma Employees Credit Union Digital Media Specialist
27 Alyson Lebow Oklahoma Employees Credit Union Loan Officer
28 Barbara Franks Oklahoma Employees Credit Union Business Services Specialist
29 Kevin Foster Trw Credit Services Executive Director Trw Credit Services
30 Jim Smith Trw Credit Services Credit Specialist
31 I-cude Brent W. Rempe Allegiance Credit Union Senior Vice President And Chief Strategy And Growth Officer
32 Belinda Mitchell Allegiance Credit Union Director Of Membership Services
33 Amy Downs Allegiance Credit Union President And Chief Executive Officer
34 Amy Blackburn Allegiance Credit Union Mortgage Loan Servicing
35 Brian Engel Allegiance Credit Union Vice President Of Information Services And Chief Information Officer
36 Laurel Pope Allegiance Credit Union Marketing Vice President
37 Sabrina Waner Allegiance Credit Union Senior Vice President And Chief Financial Officer
38 Caleb Dillard Exencial Wealth Advisors Chief Operations Officer
39 Philip Ross Exencial Wealth Advisors Partner
40 Lori Stephenson Exencial Wealth Advisors Relationship Manager

Financial Services companies in different cities of Oklahoma

No. Industry Number of Contacts Download
1 Financial services Companies in Tulsa 29696
2 Financial services Companies in Edmond 7424
3 Financial services Companies in Norman 1392
4 Financial services Companies in Broken Arrow 928