CYNTHIA BOYD

UBS in Tulsa, OK offers a comprehensive range of financial services including wealth management, asset management, investment banking, and corporate solutions. Their tailored advice and investment services cater to distinguished investors and families worldwide, while also providing customized solutions for North American subsidiaries of Swiss corporations. With a commitment to sustainable investing and a focus on exceeding client expectations, UBS is dedicated to delivering insights on critical market developments through podcasts and publications like the UBS Family Office Quarterly. As a combined firm with Credit Suisse, UBS continues to build a stronger foundation for clients while emphasizing caution against potential fraud schemes. Generated from the website

Edward Jones Investments is a financial services firm based in Tulsa, OK, specializing in personalized investment strategies for individuals and families. With a focus on long-term financial planning, Edward Jones Investments offers a range of services including retirement planning, wealth management, and investment advice. Generated from their business information

Edward Jones Investments, nestled in Tulsa, OK, stands as a beacon of financial guidance for individuals, families, and small businesses seeking to navigate the complexities of investment and financial planning. Their focus lies in providing personalized support, steering clients towards tailored solutions in investment management, retirement planning, estate planning, and education savings programs. This establishment boasts a network of dedicated financial advisors spread across the country, emphasizing the cultivation of strong and enduring relationships with clients through personalized consultations and unwavering support, ensuring they are well-equipped to tackle life's ever-changing landscapes. At Edward Jones Investments, the essence of client care shines through in their commitment to crafting bespoke approaches that cater to the unique needs of each individual, fostering a sense of connection and understanding rather than a one-size-fits-all approach. By eschewing a generic, transactional experience, the firm opens doors for a diverse range of investors to engage in thoughtful planning, ensuring that financial goals are not just met, but exceeded with a touch of personalized care and attention that sets them apart in the financial services realm. Generated using this brand's available information