About Norris Financial Services

Bob Norris is the founder and owner of Norris Financial Services.  He is a licensed Independent Agent certified in Medicare Insurance as well as providing Life and Health Insurance solutions in Oklahoma and surrounding states.  Bob has over 29 years experience and takes pride in helping clients with their insurance needs and is partnered with all the top carriers in the market.

Bob is a Certified Medicare Insurance Planner CMIP®.   He is an elite agent who as a designation holder has the knowledge, experience, and ethics necessary to be the top in the field.

Also, Bob is an Investment Adviser with Royal Fund Management LLC.  He takes pride in providing comprehensive retirement planning services integrating all aspects of his client’s financial picture in a coordinated effort to provide financial clarity and multi-generational wealth.

Bob is also a Registered Social Security Analyst RSSA®.   He has been trained in the basic and complexities of Social Security while meeting NARSSA's ongoing requirements, to be competent and confident when providing you with the support you need when making Social security decisions.  

As you can see, Bob offers direction in many areas, including:

• Offering multiple Medicare solutions to find the right fit for each client’s specific needs
• Helping people retire with confidence
• Providing life insurance options suitable for any budget
• Working with individuals and couples to ensure an easy transition from working years to golden years

Bob and his wife, Denise have 6 children and 18 grandchildren.   They enjoy spending family time together, watching football and baseball, and Bob plays recreational hockey.

Bob Norris is an independent insurance agency not affiliated with the federal Medicare program.  All services are provided at no cost and without obligation; Bob is paid directly by the Medicare plan when enrollment occurs.  Healthcare providers receive no financial benefit when patients use the service.  We have 7 carriers with 54 plan options available in your area. Any information we provide is limited to those plans we do offer in your area.  Please contact Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Program (SHIP) to get information on all of your options.

Investment Advisory Services offered through Royal Fund Management LLC a SEC Registered Investment Advisory Firm

CMIP® and Certified Medicare Insurance Planner™ are owned by the parent company of Certified Medicare Insurance Planner™, DBA, The Life Man® LLC, and authorizes the use by individuals who have met the administration’s initial and ongoing certification requirements. The Federal Government, CMS, and Medicare do not affiliate with or endorse ANY professional designation, which would include the CMIP® designation.