Top Oklahoma Financial Services Companies (17)
Founded in 1978, Capital Advisors is a wealth management firm with over $4.5 Billion in assets under management. We offer a uniquely transparent investment process that lets you see exactly where you’re headed, every step of the way. We work with individuals and advisors to develop purposeful strategies that adjust to changing market conditions. You’ll find every member of our...
With over 40 locations across Oklahoma and Texas, we strive to provide outstanding service to meet the needs of our customers and contribute to the economic strength of the communities we serve. Through our associates at each location, we are committed to providing a high level of personal and professional customer service in a community bank setting while maintaining our...
Stanfield + O'Dell is a leading, full-service consulting and CPA firm that enables not-for-profits, businesses and families to become more successful. Our trusted professionals combine the latest technology with decades of experience to bring you expert, timely solutions. We value each client and work hard to help you reach your unique goals. Our dedication to your success is the reason...
Acorn Growth Companies is a middle market private equity firm focused exclusively on aerospace, defense and intelligence. Acorn invests solely in operating companies that strive to enhance global mobility, protect national interests, and develop next-generation intelligence gathering technology. Acorn has a formidable reputation in the industry and is recognized for its deep understanding of the aerospace and defense markets. Few...
The starting place for us is always tax planning. Our strategies allow us to create value, and in many cases, provide a 1,000-2,000% return on investment. After putting out the fires of paying too much in tax, we then do a deep dive into the financial and operational health or your business or businesses.
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Heartland, part of Global Payments Inc. (NYSE: GPN), is one of the largest payment processors in the United States, delivering credit/debit/prepaid card processing and security technology through Heartland SecureTM and its comprehensive Heartland breach warranty. Heartland also offers point of sale, mobile commerce, e-Commerce, marketing, payroll solutions and related business solutions and services to more than 400,000 business and educational...
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...
We're on a journey to build a world-class financial services business. One that is customer-centered, agile, and strong. Our aim to develop authentic relationships by knowing customers deeply, building unbreakable trust, and making everyday banking surprisingly easy. You work hard for your money and you deserve to be in control. Our role is to deliver the ideal blend of high-tech...
With assets of over $12 billion, BancFirst has grown to more than 100 locations in 60 Oklahoma communities. We are committed to investing in the future of our communities by offering personal and commercial products, trust, insurance, and investment services. For the 13th consecutive year, BancFirst is rated as one of the "Nation's Strongest and Safest Banks" by Bank Director...
First Fidelity Bank takes pride in its legacy as a community bank. Since 1920, we’ve been serving clients with the high level of individual care that community banks are known for, while using the same sophisticated technology as large national banks. An award-winning financial institution, First Fidelity Bank’s commitment to our clients’ personalized needs and to bringing the most advanced...
IBC Bank was founded in 1966 and today it serves as the flagship bank of International Bancshares Corporation. Since its opening, IBC has grown in assets to more than $15 billion making it one of Texas’ largest holding companies. We believe in doing more for the communities we serve. And we've made that commitment for the last 50+ years. We know...
These materials are not from HUD or FHA and were not approved by HUD or a government agency. FAReverse LLC i/l/t/n Finance of America Reverse LLC is Licensed Mortgage Banker in the State of New York, but this site is not authorized by the New York State Department of Financial Services. No mortgage solicitation activity or loan applications for properties located...
CCK is a non-traditional firm founded in 1997 by three partners motivated to build a new type of CPA firm. Today, CCK is led by partners: John Curzon, Eric Kunkel, Jeff Frable, Aaron Spoon, Kyna Leyva, Luann Rinowski, Caleb Caldwell and Kaitlin Flinn. All these years later, the firm still stands on its founding principle of “service." Over the years, CCK...
We are committed to lowering costs, improving quality and delivering faster results for our clients. Our insights, software robotics and workforce solutions drive the day-to-day activity so our clients can focus on growing their business. Using a lean Six Sigma approach, our team reviews client processes, eliminates non-value adds, and streamlines productivity. We build and share financial and legal technology to...
Heartland, part of Global Payments Inc. (NYSE: GPN), is one of the largest payment processors in the United States, delivering credit/debit/prepaid card processing and security technology through Heartland SecureTM and its comprehensive Heartland breach warranty. Heartland also offers point of sale, mobile commerce, e-Commerce, marketing, payroll solutions and related business solutions and services to more than 400,000 business and educational...
Floorplan Xpress' history dates back to 1974 when Great American Acceptance Company was founded in Kansas City, Missouri. Great American Acceptance Company was created with a simple thought process: make it easy for used car dealers to finance their inventory. Floorplan Xpress opened its doors in Oklahoma City, Oklahoma, in 2004 with the same idea, and five years later, the...
