We are a fee-only independent investment advisor with over 50 years of history in the Tulsa area. We specialize in helping individuals, trusts, organizations, and businesses confidently manage their investments and prudently plan their financial future. Our primary focus as an investment advisor is investing in the highest quality large-cap stocks in the world in a personalized, tax-efficient manner to grow our clients' portfolios while carefully managing risk. We also serve as financial advisors, offering full service personal financial planning, retirement planning, IRA and 401(k) management, 529 education savings, estate planning, and financial consulting. We provide our first meeting with you to review your financial situation and assess your needs for free, so call us today to schedule your free financial consultation!
Tulsa Capital Investments, LLC provides investment planning, financial planning, retirement planning, wealth management, 401k planning, and small business retirement planning in the Tulsa, OK area.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Insurance products are offered through LPL or its licensed affiliates. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency | Not Bank Guaranteed | Not Bank Deposits or Obligations | May Lose Value. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
The advisor listed is an Ameriprise financial advisor in Tulsa. Comments are not verified, may not be accurate and are not necessarily representative of the experiences of the advisor's clients. We believe that in order to achieve a goal one must have a plan. Whether your goal is to retire early, save for education, or leave a legacy, a plan can help you get there. You probably have many things going on in your life, but we feel that your financial future should be top priority. At Karimian & Associates, we help you address your goals using a team approach. Our dedicated advisors and staff members offer strategies and services to help you simplify and streamline your financial life. Working together, we will help you identify investing opportunities and provide guidance as you make financial decisions. Experience tells us that having a personalized plan to pursue your goals can help you feel more confident in your retirement and enjoy life along the way..................
