Financial Diagnostics Group
Financial Services
Tulsa, Oklahoma, United States
3 employees
- Employees
- 3
- Contacts
- 2
- Emails
- 2
- Phones
- 1
Financial Diagnostics Group Overview
- Headquarters
- Tulsa, Oklahoma, United States
- Industry
- Financial Services
- Employees
- 3
- Founded
- 1989
- Funding
- ,
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
Keywords
About Financial Diagnostics Group
At Financial Diagnostics Group, our goal is to help business owners, individuals, and medical professionals achieve a lifetime of financial wellness. Our team of highly-skilled professionals specializes in estate planning, retirement planning, investment management, and business succession planning. --- Michael W. McConnell, Jason McConnell, and Vickie Ford with Financial Diagnostics Group provide quality financial strategies, and offer insurance and financial services and employee benefits to businesses and individuals. The company offers a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Michael W. McConnell, Jason McConnell, and Vickie Ford are Agents licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, they are Registered Representatives of and collectively offer securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, A licensed Insurance Agency, 2431 E. 61st St., Ste 650, Tulsa, OK 74136, 918-587-3301. Michael W. McConnell is also separately registered as an investment adviser representative with Eagle Strategies LLC, A Registered Investment Adviser, offering financial planning and investment advisory services. Financial Diagnostics Group is not owned or operated by NYLIFE Securities or its affiliates. Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Michael W. McConnell (AR Lic #859656), Jason McConnell (AR Lic #7318495), and Vickie Ford (AR Lic #561997, CA Lic #0M07214) are not licensed in all jurisdictions. Specialties • Estate Planning • Retirement Planning • Asset Protection • Business Succession Planning • Investments • Charitable Giving • Legacy Planning • Multi-Generational Planning • Wealth Preservation Planning
Financial Diagnostics Group Contact Details
- People in AeroLeads
- 2
- With contact data
- 2
- Email contacts
- 2
- 100.0% coverage
- Phone contacts
- 1
- 50.0% coverage
Financial Diagnostics Group Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Vickie L. Ford, Clu® Chfc® Cltc® | Financial Advisor at Eagle Strategies | Tulsa, Oklahoma, United States |
Email
Phone
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| Michael A. Meyer, Mba | Vice President Sales and Business | Scottsdale, Arizona, United States |
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