Smiley Elmore & Associates

Smiley Elmore & Associates

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We are a Holistic Wealth Management firm offering Investment strategies and Insurance services.

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OSU-Tulsa, North Hall 150

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Join the Money Concepts family! Experience freedom, transparency, and the power to design your own success. You want the best for your clients, we want what’s best for you. We proudly serve as your Financial Solutions Partner to work alongside you with the support you need to succeed.

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Smiley Elmore & Associates, A Financial Firm

My father, Smiley Elmore, Sr. established our Independent Financial Services firm in the early 1970s, Smiley Elmore & Associates, Investments and Insurance. We specialize in retirement planning for educators, individuals and small businesses. We offer 401ks, 403bs, IRAs, Roth IRAs, SIMPLE and SEP IRAs as well as other retirement investments. Retirement isn’t all that we do. We assist our clients with college savings plans, annuities and all things insurance. Life Insurance, Home Insurance, Auto Insurance, Accident Insurance (Just to name a few). Independent simply means that we are not bound or restricted to use certain proprietary or company sponsored products. We have thousands of independent, non-proprietary financial products and services to choose from. We can deliver our clients with a customized financial strategy that helps fit their unique situation now and helps answer the questions of tomorrow.

Smiley Elmore & Associates is committed to serving our clients and working as their Personal Wealth Coach. Our holistic approach goes well beyond a financial product or even the traditional financial plan. By building an ongoing relationship, we become a wealth mentor and your personal CFO to provide guidance, coordination and oversight on an on-going basis.

Whether you are just starting out, midlife or approaching retirement, planning is vital to your success. As your Personal Wealth Coach, our process provides professional financial solutions, assuring you of the widest diversity of opportunities to achieve your financial objectives and goals.

If you would like to know more about our firm or the services we offer, please contact Christopher Elmore at (918) 695 – 4918 or email [email protected].

Videos (show all)

A Night For Life. Tuesday, September 19th, 7-8:30pm. Courtyard by Marriot Tulsa Downtown. https://ANIGHTFORLIFE.EVENTBRI...
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Chris Elmore, Wealth Manager #wealthmanagement #financialadvisor #moneyconcepts
Be thankful. It's the little things that matter.

Address


4158 S. Harvard Avenue, Suite E-2
Tulsa, OK
74135

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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