Lester Veltman, AGT - CFR

Aurthur J Gallagher is a reputable insurance brokerage firm based in Tulsa, OK, specializing in providing a wide range of insurance products and risk management services to individuals and businesses. With a focus on personalized solutions and expert advice, Aurthur J Gallagher helps clients navigate the complexities of insurance coverage to protect their assets and mitigate potential risks. Generated from their business information

Greg Brinkman at Peak Financial assists clients in financial planning by educating about the options available for life insurance, passing on tax-free benefits in estate planning, determining optimal time to apply for Social Security, making insurance and medicare decisions, safeguarding wealth and savings, insulating against inflation and recessions, and various types of annuities for protecting retirement investments.

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy