Finance & Insurance

The insurance landscape has changed rapidly. You need Benefit Experts (BenEx) on your side to make sure you're getting the best value for your insurance dollars and getting the coverage you need while remaining in compliance with the latest regulations.

Because BenEx is a privately owned, independent insurance agency specializing in Employee Benefit Plans for businesses of all sizes, we can research and source pan options that truly fit your business budget and goals. We are agents/brokers representing all mainstream insurance carriers and employee benefit vendors, so we have a variety of options for every situation.

• Insurance & Retirement Planning. • Planning for the future while protecting what you have today!

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk. We can provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.


Raymond James & Associates, Inc., Member New York Stock Exchange/SIPC

Firstar Bank is a locally-managed community bank with locations in Oklahoma and Arkansas. Named to Entrepreneur magazine's list of America's top fast-growth businesses, the bank offers traditional as well as sophisticated financial services and solutions such as treasury and wealth management. Leading the way in providing first-class customer service and a dynamic work environment, Firstar has been voted ‘Best Bank’ and 'Best Place to Work' numerous times over the years.

The measure of our success is the success of our clients. In helping you prevail, we prevail.

Nick Hoffmann, President of Hoffmann Wealth Management, Financial Advisor, has been licensed for over 27 years and working through LPL Financial.

Mike David The OMG “OklahomaMortgageGuy” has been serving the people of Oklahoma with lending and financial services for over 15 years. He is a resident of Bixby, has four kids in the Bixby public schools, and is involved in several local charity and community projects. He Strives to inspire hope, deliver dreams, and build prosperity in the Bixby community. When you think about mortgage think of OMG.

As your local Farmers® agent in Bixby, OK, located in downtown right by the flagpole at the corner of Dawes and Armstrong we find many customers enjoy having a hometown agency to work with. I grew up in Bixby and am now raising my children in the city I love. Each person is provided with a personal review of their insurance and we spend the time to make sure they get the right coverage to suit their individual needs --whether that's auto, home, renters, life, FFS, business insurance and more. Look for us across the street from the school admin building, Go Spartans!

Give me a call at (918) 366-4923 and I'll be happy to answer any questions you might have.

Jeremy Lott advises successful business owners, executives & retirees who are concerned about how to have their money last throughout their retirement years. He teaches them the right age to take their foot off the gas & how to leave a lasting legacy that takes care of their family & charities.

Western Sun Federal Credit Union began in 1940 when employees and family members of the Barnsdall Oil Company in Tulsa, Oklahoma, pooled their resources to form a cooperative financial institution.