Financial Planning Consultation in Bartlesville, OK

Whether you own a business and need help planning your finances, or if you are an individual looking for advice on financing, the team at First Investment Corporation can help you. We are a financial planning practice in Bartlesville, OK, and we have almost 40 years of experience.



Trust us to help you plan your finances—everything from investments to estate planning. Read on to learn more about how we can help you.

Financial Planning for Investments

If you are thinking about investing, you have many variables to consider before making this commitment. At First Investment Corporation, we can advise you on the best investment strategy depending on your goals and interests. We can also help you manage your investment portfolio. We can identify and manage the financial risks that come with investing and help you plan for the future.

Financial Planning for Retirement


Retirement is another aspect of investing and planning for the future that you need to consider sooner rather than later. If you need help with estate planning or planning for the future of retirement, the team at First Investment Corporation can also help with this.



We understand that every individual and family is different, and each person has their own financial goals and needs. That’s why we work with you to figure out what you need and create a financial plan to help you. We will customize your plan based on your goals and plans for the future.

To schedule your financial planning consultation with First Investment Corporation in Bartlesville, OK, give us a call at (918)-337-2045. You can also visit our contact page and fill out our online form, and a member of our team will be happy to get back to you as soon as we can to provide any additional information to questions you may have.

Need help with one of these services?

Call Today (918)-337-2045
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