UPAL - Utica Physicians Association, Ltd.

UPAL - Utica Physicians Association, Ltd. UPAL has a long history of providing financial services to health care professionals, but UPAL's offerings are not limited to the healthcare industry.

UPAL was founded in 1985 by five Tulsa physicians. The forethought and vision of these physicians manifested itself in the form of a business cooperative which would collectively develop programs and services to drive down business overhead and personal costs. Today, the Association has nearly 800 healthcare professional members in 18 states and provides a myriad of benefits such as:

*Financial s

ervices (including retirement plans, investment management, estate planning, wealth management, banking and IRA services);

*Group purchasing solutions (including insurance products, office supplies, accounting services, med‐surg supplies, office equipment and more).

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lo...
09/04/2026

Is your Medicare card missing or looking a little worse for wear? No problem! This article will help you replace your lost, stolen, or damaged card. Read more here:

Learn how to replace your lost, stolen, or damaged Medicare card in this helpful article.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/04/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

Monthly Market Insights | September 2026 U.S. and Canadian Markets Renewed enthusiasm for AI pushed stocks higher in August as investors looked past mixed economic signals. The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial...

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
09/03/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
09/02/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

Can group and private disability policies work together?
09/01/2026

Can group and private disability policies work together?

Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.

Learn the language of life insurance.
08/31/2026

Learn the language of life insurance.

When considering life insurance, it's important to understand your options.

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. Fr...
08/29/2026

New legislation brings significant changes to tax brackets, deductions, and credits — some permanent, some temporary. From tips and overtime to child credits and estate exemptions, here's what you need to know about the One Big Beautiful Bill Act.

The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life ins...
08/28/2026

Whether you have life insurance through work, are retired, or raising a family, it pays to know the truth about life insurance coverage.

Whether you have life insurance through your work or are retired it pays to know the truth about life insurance coverage.

It isn't whether you should have auto insurance - it's what kind you should have.
08/27/2026

It isn't whether you should have auto insurance - it's what kind you should have.

What kind of auto insurance should you have? Do you know?

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property...
08/26/2026

Embrace the new digital era and ensure careful ownership, management, and estate strategy for your intellectual property.

Intellectual property ownership and its implications for ordinary people and estates.

Address

6840 S Trenton Avenue
Tulsa, OK
74136

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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