Norris Financial Services

Our Mission

Norris Financial Services prioritizes empowering individuals through comprehensive insurance and retirement planning solutions. We partner with clients in Oklahoma and surrounding states to navigate complex financial decisions with clarity and confidence.

Meet Bob Norris, Founder and Owner

Bob Norris, the founder and owner of Norris Financial Services, brings over 29 years of experience to the industry. Passionate about helping clients achieve financial security, Bob holds multiple industry designations and is a Registered Social Security Analyst (RSSA). He is certified in Medicare Insurance, Life & Health Insurance, and is also an Investment Advisor with Royal Fund Management LLC.

Our Comprehensive Services

We offer a wide array of personalized services across various financial areas, including:

Insurance Solutions

• Medicare Planning: Navigating Medicare options, understanding different plans and finding the perfect fit for your needs.
• Life Insurance: Protecting your loved ones and ensuring financial security in the event of your passing.
• Health Insurance: Accessing quality health insurance plans that meet your individual requirements.

Retirement Planning

• Retirement Planning: Developing a personalized roadmap to achieve your financial goals in retirement.
• Annuities: Understanding different annuity options and choosing the one that aligns with your needs.
• Investment Planning: Comprehensive wealth management services to grow and protect your assets.

Additional Services

• Long Term Care Planning: Ensuring peace of mind with plans to manage potential long-term care needs.
• Social Security Optimization: Maximize your Social Security benefits and navigate complex regulations with confidence.

Our Approach

We take a personalized approach to understanding your unique financial situation, goals, and concerns. We work collaboratively with you to develop a customized plan that aligns with your individual needs and preferences. We believe in clear communication, transparency, and building strong relationships with our clients.

Partnering with Norris Financial Services, you can expect

• Personalized attention and comprehensive guidance.
• Access to top-rated insurance carriers and financial products.
• Transparent communication and regular updates.
• Collaborative problem-solving and customized solutions.