Skip to main content

We use cookies to give users the best content and online experience. By clicking “Accept All Cookies”, you agree to allow us to use all cookies. Visit our Privacy Policy to learn more.

Manage Cookies
My BBB
Better Business Bureau®
For Businesses

Show me search results for:

You can change this selection at any time via the Accredited Business toggle on the search results page.

Category: Investment Management

Showing: 97 results for Investment Management
near Jefferson, OK

Filter by

Service Area

Filter by

Distance
Categories
BBB Rating
State/Province
Get Connected
Sort By
  • Distance
  • Rating

Advanced Retirement Solutions, Inc.

Investment Advisory Services, Life Insurance, Retirement Planning Services ...

not BBB accredited
(316) 685-9296

704 N Rolling Hills Dr,
Clearwater, KS 67026-8700

QED Wealth Solutions

Retirement Planning Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
not BBB accredited
(620) 553-4052

350 N Main St,
Kingman, KS 67068-1303

not BBB accredited
(316) 807-1209

PO Box 771189,
Wichita, KS 67277-1189

Kellogg Investments

Investment Management

not BBB accredited
(316) 425-3215

5101 E Kellogg Dr,
Wichita, KS 67218-1625

Paul Winter Financial Strategies

Financial Planning Consultants, Financial Services, Business Services ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Butler County, KS
  • Harvey County, KS
  • Kingman County, KS
  • Reno County, KS
  • Sedgwick County, KS
  • Sumner County, KS
not BBB accredited
(316) 261-8713

125 N Market St STE 1603,
Wichita, KS 67202-1716

Trajan Wealth, LLC

Fiduciary, Financial Services, Financial Planning Consultants ...

Service Area

Serving the following areas:

  • USA
not BBB accredited
(405) 906-3460

301 Lilac Dr Ste 120,
Edmond, OK 73034-7297

Trajan Wealth, LLC

Fiduciary, Financial Services, Financial Planning Consultants ...

BBB Rating: A+

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
Service Area

Serving the following areas:

  • Cochise County, AZ
  • Graham County, AZ
  • Greenlee County, AZ
  • Pima County, AZ
  • Santa Cruz County, AZ
not BBB accredited
(520) 321-4100

301 Lilac Dr # 120,
Edmond, OK 73034-7297

United Land Investments

Investment Management

not BBB accredited
(405) 920-6080

307 E Danforth Rd #118,
Edmond, OK 73034

Tod Nelson State Farm

Insurance Agency, Financial Services, Homeowners Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Butler County, KS
  • Harvey County, KS
  • Kingman County, KS
  • Reno County, KS
  • Sedgwick County, KS
  • Sumner County, KS
Accredited BusinessAccredited Business
(316) 838-4204

2307 N Amidon Ave,
Wichita, KS 67204-5629

Get a Quote

Schreck Financial Group, L.L.C.

Investment Advisory Services, Financial Services, Life Insurance ...

not BBB accredited
(316) 685-9296

5940 E Central Ave,
Wichita, KS 67208-4239

Compass Personal Advisors

Financial Services, Financial Planning Consultants, Life Insurance ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Wichita, KS
Accredited BusinessAccredited Business
(316) 858-1506

10333 E 21st St N # 402,
Wichita, KS 67206-3547

Get a Quote

UBS Financial Services

Investment Management, Retirement Planning Services

BBB Rating: D-

This rating reflects BBB's opinion about the entire organization's interactions with its customers, including interactions with local locations.

View HQ Business Profile
not BBB accredited
(212) 821-3000

1635 N Waterfront Pkwy,
Wichita, KS 67206-6624

Yeisley Financial Group, Inc.

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Butler County, KS
  • Harvey County, KS
  • Kingman County, KS
  • Reno County, KS
  • Sedgwick County, KS
  • Sumner County, KS
Accredited BusinessAccredited Business
(316) 719-2900

10111 E 21st St N Ste 205,
Wichita, KS 67206-3576

Get a Quote

Baxter & Associates, Inc.

Investment Advisory Services, Financial Services, Financial Planning Consultants ...

BBB Rating: A+
Service Area

Serving the following areas:

  • Butler County, KS
  • Harvey County, KS
  • Kingman County, KS
  • Reno County, KS
  • Sedgwick County, KS
  • Sumner County, KS
not BBB accredited
(316) 652-0101

2103 N Collective Ln,
Wichita, KS 67206-3560

David Dick Financial

Financial Planning Consultants, Investment Management, Wealth Management

Service Area

Serving the following areas:

  • AR
  • CT
  • FL
  • MA
  • MO
  • OK
  • TX
not BBB accredited
(918) 931-1166

30 E Campbell St Ste 260,
Edmond, OK 73034-3774

Join Trusted Businesses

Become BBB Accredited

Related Categories

Accreditation and Ratings Overview

Accredited BusinessAccredited Business

Select businesses earn BBB Accreditation by undergoing a thorough evaluation and upholding the BBB Accreditation Standards.

A+

BBB assigns ratings from A+ (highest) to F (lowest). In some cases, BBB will not rate the business (indicated by an NR, or "No Rating") for reasons that include insufficient information about a business or ongoing review/update of the business's file.

Didn't find the business you were looking for?

If the business you're looking for isn't in our directory, submit a request to have it added.