From college funding to retirement planning, for over a decade, members of our team have helped Tulsa area friends and families meet their financial goals.
Integrity for every client, with every approach, in every decision.
was established in 2008
Tulsa, Oklahoma
918.949.3535
What do you want your golden years to look like? How do we navigate the financial complexities to get there?
We analyze your financial situation and seek opportunities to reduce tax liabilities and increase your overall wealth.
We work closely with you to create a tailored portfolio that aligns with your goals and risk tolerance.
We work to ensure your wishes are respected and your loved ones are well taken care of.
Integrity Financial Services, LLC is a licensed insurance agency founded in 2008. Investment advisory services provided by Compass Coaching and Consulting, LLC, established in 2023. Compass Coaching and Consulting, LLC operates under the brand name of Integrity Financial Services (“Integrity”), and certain Integrity adviser representatives have been providing investment advisory services under the Integrity brand since 2008. Not all services provided by Integrity will be appropriate or necessary for all clients, and the potential value and benefit of the adviser’s services will vary based upon a variety of factors, such as the client’s investment and financial circumstances, tax bracket, and overall objectives. Client outcomes can and will vary, and there can be no guarantee that previous client satisfaction or results will be replicated in the future. The adviser is neither a law firm nor an accounting firm. Clients and prospective clients should consult an attorney or tax professional regarding their specific legal or tax situation. Please see our Professional Designations page for additional information on the professional credentials discussed on this page. Logos and other protected materials are used with permission of rightsholders, and use of such materials should not be viewed as an endorsement of the adviser. Further use or dissemination of such protected materials is strictly prohibited. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.
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