Local Financial & Insurance Experts
This is a great list of local financial and insurance experts that can help you through making the best decisions. Below you'll find financial experts and insurance brokers and more!
Stephensons Insurance Center
Jenny Nusz
Individual and Business Insurance Agency. Locally and family owned. Over 200 Years combined experience. Able to write commercial, personal, life, and group and individual health benefits including Medicare.
Equitable Advisors
Hanna Hagans
As a financial advisor with Equitable Advisors LLC, I am dedicated to helping women close the wealth gap and achieve financial freedom. Using an education-based approach, I help guide my clients through a process that identifies their current financial position, future goals, and creates a plan to make the two meet. My goal is to help ensure that future you is taken care of, so present you can live fearlessly. If you're looking for help to align your money with your lifestyle and goals, let's connect. I can help you create a plan that will give you confidence as you strive towards your financial goals.
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Securities offered through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. Annuity and insurance products offered through Equitable Network, LLC. AGE-6742324.1(07/24)(Exp.07/26)
First Bethany Bank & Trust
Mary Williams
We are a local community bank that prides ourselves on building relationships with our customers. We have been a part of the OKC Metro for over 120 years.
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We were recently named a Women's Depository Institution by the Federal Reserve Bank.
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Come see what we are all about.
Five Rings Financial
Robin Miller
I live in Oklahoma City with my wonderful family and pets. In my past time I collect plants, renovating furniture and cooking for my family. Bachelor of Science in Business Administration with Finance Concentration from East Central University and MSA from Oklahoma City University. I have worked in the accounting industry almost 27 years. I am a Realtor with Modern Abode Realty in OKC. I have partnered with Five Rings Financial, in education middle class Americans to retain their money by using tax advantageous strategies at NO COST.
Million Wealth Management
Amy Million
At Million Wealth Management, I empower women as the Creative Financial Officers of their lives. Today, being your own CFO is essential. With unmatched experience and a diverse skillset in finance, insurance, investments, family law, and tax law, MWM offers specialized financial planning and tax services tailored to your journey.
At Million Wealth Management, I believe financial confidence unleashes your full potential. Schedule a discovery call today to Be Your Own CFO™.
RLM Insurance LLC
Rachael Migl
We are an insurance agency that values protection, education and support. Spending time with our clients is key along with hosting different events that magnifies education.
Starting Over Wealth Network
Tricia Daniel
Empowering women to strategically shift their Wealth Mindsets from Someday to Today. Through speaking engagements, financial education trainings, breathwork classes, entrepreneurship courses, YouTube, Podcasts, I teach women strategic tools to heal & elevate their financials by first revitalizing their authentic relationship with Money.
- Monthly Business Wealth Management Classes & Weekly Financial Breathwork. Classes available along with private 1:1 and group sessions available.
-Workshops & private classes exclusively for Women starting over after a major life change.
- BONUS: Classroom & creative workspace in Edmond available upon inquiry.
(405) 301-7040
Strategic Benefit Partners
Holly Peppler
We take pride in promoting a better understanding of employee benefits through education for employers and employees alike. Our agency partners with employers to explain benefits packages (medical, dental, and other insurance programs) in terms that employees understand while also teaching them how to make insurance election decisions and how to better utilize those elections throughout the year. We believe that empowering employees to make better benefit election decisions promotes employee satisfaction and higher employee retention.