With 13 Tulsa area branches, we are a full-service credit union offering all types of loans, checking accounts, certificates and IRA plans. We encourage you to join our credit union and experience the difference we can make in your financial life. Owning a business can feel really overwhelming at times. You wear a lot of hats at every stage of growth just to keep things going. Focusing on day-to-day operations can be great for short term growth but can hurt the long-term goals for you personally and for your business. Whether you started a business to keep it in the family, you’re building a business to provide for your family, or your goal is to grow it and sell it…at some point, you will exit, and the business will transfer ownership. You need to be ready for this, no matter how far off it may be. Wouldn’t it be great to have an exit strategy that maximizes the value of your business, and secures your financial future at the same time? At Tulsa Wealth Advisors | Raymond James, we would love the opportunity to become a trusted partner in helping you build the right team to ensure that three key elements are present for your successful exit strategy. Let’s connect! Scissortail Financial is an Oklahoma owned and operated company. We are mortgage bankers, which means we close and fund our own loans. Customer service is our top priority. At Scissortail Financial, we strive to offer our clients the best experience from start to finish. From the time of application to the day we close, we hold ourselves to the highest degree of ethical standards. Our rates are competitive, our underwriting turn times are extremely fast, and most importantly, we put our clients first! As the Branch Manager of Oklahoma Mortgage Group and a dedicated Bixby resident, I take pride in offering unmatched mortgage solutions to the Tulsa community. With a career rooted in crafting seamless home loan experiences, my team and I stand as not only lenders but also as resourceful problem solvers. We navigate through credit challenges to ensure each client receives a perfectly tailored solution, fostering a swift closing process at competitive rates. The measure of our success is the success of our clients. In helping you prevail, we prevail. • Insurance & Retirement Planning. Communication Federal Credit Union is a full service financial institution with locations throughout Oklahoma and Kansas. www.comfedcu.org 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. Aflac complements your company's existing benefits package.
WeStreet Credit Union
With 13 Tulsa area branches, we are a full-service credit union offering all types of loans, checking accounts, certificates and IRA plans. We encourage you to join our credit union and experience the difference we can make in your financial life.
Trinity Strategic Wealth | Raymond James
Owning a business can feel really overwhelming at times. You wear a lot of hats at every stage of growth just to keep things going. Focusing on day-to-day operations can be great for short term growth but can hurt the long-term goals for you personally and for your business. Whether you started a business to keep it in the family, you’re building a business to provide for your family, or your goal is to grow it and sell it…at some point, you will exit, and the business will transfer ownership. You need to be ready for this, no matter how far off it may be. Wouldn’t it be great to have an exit strategy that maximizes the value of your business, and secures your financial future at the same time? At Tulsa Wealth Advisors | Raymond James, we would love the opportunity to become a trusted partner in helping you build the right team to ensure that three key elements are present for your successful exit strategy. Let’s connect!
Scissortail Financial Home Loans
Scissortail Financial is an Oklahoma owned and operated company. We are mortgage bankers, which means we close and fund our own loans. Customer service is our top priority. At Scissortail Financial, we strive to offer our clients the best experience from start to finish. From the time of application to the day we close, we hold ourselves to the highest degree of ethical standards. Our rates are competitive, our underwriting turn times are extremely fast, and most importantly, we put our clients first!
Oklahoma Mortgage Group
As the Branch Manager of Oklahoma Mortgage Group and a dedicated Bixby resident, I take pride in offering unmatched mortgage solutions to the Tulsa community. With a career rooted in crafting seamless home loan experiences, my team and I stand as not only lenders but also as resourceful problem solvers. We navigate through credit challenges to ensure each client receives a perfectly tailored solution, fostering a swift closing process at competitive rates.
Living in Bixby with my four children, who are all enrolled in Bixby Public Schools, I am deeply invested in our community. Beyond my professional role, I am actively involved in local charity work, embodying the spirit of leaving everyone ''better than you found them,'' as inspired by Robin Sharma. With every transaction, we aim to build more than just customer relations—we aspire to create lasting community connections.
Living in Bixby with my four children, who are all enrolled in Bixby Public Schools, I am deeply invested in our community. Beyond my professional role, I am actively involved in local charity work, embodying the spirit of leaving everyone ''better than you found them,'' as inspired by Robin Sharma. With every transaction, we aim to build more than just customer relations—we aspire to create lasting community connections.
Grand Bank
The measure of our success is the success of our clients. In helping you prevail, we prevail.
First Harvest Insurance - Ronnie Lutz Agency
• Insurance & Retirement Planning.
• Planning for the future while protecting what you have today!
• Planning for the future while protecting what you have today!
Communication Federal Credit Union
Communication Federal Credit Union is a full service financial institution with locations throughout Oklahoma and Kansas. www.comfedcu.org
BenEx Insurance Agency
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.
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. 
Aflac - John & Angela Karr
Aflac complements your company's existing benefits package.
You can provide Aflac at no direct cost to your company.
Aflac policies have been designed for ease of administration.
Aflac helps hire and retain employees.
You can provide Aflac at no direct cost to your company.
Aflac policies have been designed for ease of administration.
Aflac helps hire and retain employees. 
