Best Financial Advisors in Canadian County, OK

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List of Firms

Canadian County, OK Fiduciary Financial Advisors

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Odyssey Financial Group LLC
Location 8801 Commerce Park Dr, Oklahoma City, OK 73132, USA
Phone (405) 286-2339
Directions
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Edward Jones - Financial Advisor: Justin M Tate
Location 1500 W Elm St, El Reno, OK 73036, USA
Phone (405) 262-4848
Directions
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Emile A Rabito Jr - Financial Advisor, Ameriprise Financial Services, LLC
Location 1605 Professional Cir Ste H, Yukon, OK 73099, USA
Phone (405) 467-4177
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Edward Jones - Financial Advisor: Lance E Cummings
5 out of 5
Location 13100 Colony Pointe Blvd Suite 102, Piedmont, OK 73078, USA
Phone (405) 373-3298
Directions
Financial Advisors in Canadian County, OK

Where Certified Financial Advisors in Canadian County, OK Serve

Canadian County, located in the heart of Oklahoma, boasts a plethora of landmarks, top employers, major highways and streets, and unique neighborhoods. From the historic Route 66 to the iconic Redlands Community College, this county is a must-see destination for tourists and residents alike. With top employers like Devon Energy and the University of Central Oklahoma, the county's economy is thriving. Major highways such as I-40 and Route 81 make transportation a breeze, while neighborhoods like Mustang and Yukon offer a small-town feel with big-city amenities. Whether you're looking to explore the county's rich history or enjoy its modern conveniences, Canadian County has something for everyone.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Canadian County, OK could benefit greatly from the guidance of a financial advisor. With a median household income of $68,000 and a poverty rate of 10.5%, many families in the area could use assistance in managing their finances. A financial advisor could help residents create a budget, set financial goals, and develop a savings plan. Additionally, they could provide guidance on investments, retirement planning, and insurance options. With the help of a financial advisor, residents of Canadian County could gain greater financial stability and peace of mind for the future.

Insurance Broker

Residents of Canadian County, OK can benefit greatly from the services of an insurance broker. With the diverse range of risks and challenges that people face in this area, having an expert to guide them through the complex world of insurance can make all the difference. Whether it's finding the right coverage for their home, car, or business, an insurance broker can help residents navigate the often-confusing landscape of policies, premiums, and deductibles. Additionally, with the frequent severe weather events that occur in Canadian County, OK, such as tornadoes and hailstorms, having an insurance broker who understands the specific risks and coverage needs of this region can be invaluable. By working with an insurance broker, residents can ensure that they have the protection they need to weather any storm.

Retirement Planning

Residents of Canadian County, OK can greatly benefit from the expertise of a retirement planner. With a rapidly growing population and an aging demographic, many residents are looking for guidance on how to plan for their retirement years. A retirement planner can help individuals navigate the complex world of retirement planning, including investment strategies, tax planning, and estate planning. In Canadian County, where the cost of living is relatively low compared to other areas of the country, a retirement planner can help individuals maximize their retirement savings and ensure that they have enough money to live comfortably in their golden years. Additionally, a retirement planner can help residents of Canadian County navigate the unique challenges of retirement planning in a rural area, such as access to healthcare and social services. Overall, a retirement planner can provide invaluable support and guidance to residents of Canadian County as they plan for their future.

Wealth Management

Residents of Canadian County, OK could benefit greatly from the services of a wealth manager. With a population of over 140,000 people, Canadian County is a growing community that is home to many families and individuals who are looking to build and protect their wealth. A wealth manager can help these residents by providing personalized financial advice and guidance that takes into account their unique goals and circumstances. This might include creating a customized investment plan, managing their portfolio, and providing ongoing support and education. Additionally, a wealth manager can help residents of Canadian County navigate the complex tax laws and regulations that apply to their investments, ensuring that they are maximizing their returns while minimizing their tax liability. Overall, a wealth manager can be an invaluable resource for anyone looking to build and protect their wealth in Canadian County, OK.

Mortgage Loan Officer

Residents of Canadian County, OK can benefit greatly from the expertise of a mortgage loan officer. With a population of over 150,000 people, Canadian County is one of the fastest-growing counties in Oklahoma. As such, many residents are looking to purchase homes or refinance their existing mortgages. A loan officer can help guide them through the complex process of securing a mortgage, providing advice on the best lenders, interest rates, and loan options available. Additionally, loan officers can help residents with less-than-perfect credit scores find the right loan products to meet their needs. With the help of a mortgage loan officer, residents of Canadian County can achieve their dreams of homeownership and financial stability.

Tax Services

Residents of Canadian County, OK can greatly benefit from the expertise of a tax advisor. One specific way a tax advisor can help is by ensuring residents are taking advantage of all available tax credits and deductions, such as the Oklahoma Sales Tax Relief Credit. Additionally, a tax advisor can assist with tax planning and preparation, ensuring residents are in compliance with state and federal tax laws and avoiding costly penalties. With a population of over 140,000, Canadian County residents can greatly benefit from the personalized advice and guidance of a tax advisor to ensure they are maximizing their tax savings and minimizing their tax liabilities.

Estate Planning Lawyer

Residents of Canadian County, OK can benefit greatly from the services of an estate planning lawyer. These professionals specialize in helping individuals and families plan for the future by creating legal documents that protect their assets and ensure their wishes are carried out after they pass away. In Canadian County, OK, where the population is growing rapidly, an estate planning lawyer can help families navigate complex inheritance laws and avoid costly probate proceedings. Additionally, an estate planning lawyer can assist with creating trusts, setting up powers of attorney, and developing a comprehensive plan for long-term care. With the help of an estate planning lawyer, residents of Canadian County, OK can have peace of mind knowing that their affairs are in order and their loved ones will be taken care of.

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FAQs About Personal Financial Advisors in Canadian County, OK