Best Financial Advisors in Cleveland County, OK

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List of Firms

Cleveland County, OK Fiduciary Financial Advisors

Clinton Wealth Management
Location 1018 24th Ave NW #140, Norman, OK 73069, USA
Phone (405) 701-5551
Edward Jones - Financial Advisor: Chris Nelson, CFP®
SEC File# 801-3297
CRD# 250
Location 2001 W Main St Suite 113, Norman, OK 73069, USA
Phone (405) 329-7399
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 4:00 PM Saturday: Closed Sunday: Closed
Jared Hopkins - TIAA Wealth Management Advisor
Location 2500 Boardwalk St Suite 215, Norman, OK 73069, USA
Phone (800) 842-2638
Edward Jones - Financial Advisor: Matt Haben
Location 2812 Washington Dr Suite B, Norman, OK 73069, USA
Phone (405) 561-0339
Sigmon Wealth Management
5 out of 5
Location 825 Wall St, Norman, OK 73069, USA
Phone (405) 329-3444
Kindred Wealth - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 360-8836
Partners In Planning Financial Services
Location 3311 W Rock Creek Rd Ste 110, Norman, OK 73072, USA
Phone (405) 310-2269
Edward Jones - Financial Advisor: Jolene T Nauman, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
4 out of 5
Location 2350 McKown Dr, Norman, OK 73072, USA
Phone (405) 321-0603
Edward Jones - Financial Advisor: Scott Richardson
SEC File# 801-3297
CRD# 250
5 out of 5
Location 224 W Gray St STE 104, Norman, OK 73069, USA
Phone (405) 364-3300
Cowan Financial Services, LLC - B. J. Cowan - a registered investment advisor
Location 4124 Bentbrook Pl, Norman, OK 73072, USA
Phone (405) 210-0756
Edward Jones - Financial Advisor: Omar M Rosales
Location 211 34th Ave S W, Norman, OK 73072, USA
Phone (405) 360-3295
Sandi Hegeman - NFA Wealth Management - Financial Advisor
Location 808 24th Ave NW STE 202, Norman, OK 73069, USA
Phone (405) 701-9907
Edward Jones - Financial Advisor: Jesse R Bain, AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 409 N Green Ave Suite A, Purcell, OK 73080, USA
Phone (405) 527-5157
Edelman Financial Engines
SEC File# 801-55196
CRD# 104510
Location 3401 W Rock Creek Rd, Norman, OK 73072, USA
Phone (833) 752-6333
Edward Jones - Financial Advisor: Jason Robinson, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 2812 Washington Dr Suite B, Norman, OK 73069, USA
Phone (405) 561-0339
Mark Johnson - Raymond James
5 out of 5
Location 3351 W Rock Creek Rd, Norman, OK 73072, USA
Phone (405) 561-7051
Edward Jones - Financial Advisor: Lisa A Baker, AAMS™
SEC File# 801-3297
CRD# 250
Location 500 Merchant Dr Suite 100, Norman, OK 73069, USA
Phone (405) 217-9083
Cayla Taylor - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 360-8836
Edward Jones - Financial Advisor: Debra L Schumacher
Location 1113 SW 30th Ct Ste A, Moore, OK 73160, USA
Phone (405) 378-7886
John Robinson - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 345-1990
Governmental Finance-Oklahoma
Location 2304 N Interstate Dr, Norman, OK 73072, USA
Phone (405) 360-5840
First Command Financial Advisor - Cindy Russell
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Adam H Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 360-8836
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 2:30 PM Saturday: Closed Sunday: Closed
Scott Steven
Location 408 Boulder Ct, Norman, OK 73072, USA
Phone (405) 292-0077
Modern Woodmen Financial
Location 763 Asp Ave, Norman, OK 73069, USA
Phone (405) 459-0500
First Command Financial Advisor - Jeff Wallace
SEC File# 801-56942
CRD# 281958
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Financial Equipment Co
5 out of 5
Location 2233 W Lindsey St # 103, Norman, OK 73069, USA
Phone (405) 573-7720
First Command Financial Advisor - Kreston Taylor
SEC File# 801-56942
CRD# 281958
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Staton Financial Group Inc.
SEC File# 801-79938
CRD# 167816
Location 709 SW 119th St, Oklahoma City, OK 73170, USA
Phone (405) 735-6762
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
Financial Advisors in Cleveland County, OK

Where Certified Financial Advisors in Cleveland County, OK Serve

Cleveland County is located in the central part of Oklahoma. The county is home to several landmarks, including the Cleveland County Courthouse and the Sam Noble Museum. The top employers in the county include Tinker Air Force Base, the University of Oklahoma, and Mercy Hospital. Major highways and streets in Cleveland County include Route 77 and State Highway 9. The neighborhoods in Cleveland County include Moore, Norman, and Blanchard.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Cleveland County, OK residents may not realize all the services their local bank provides. Banks are a valuable community resource, providing more than just checking and savings accounts. They can offer guidance with financial planning, loans for businesses and homes, and more. Residents should take advantage of the resources their local banks have to offer.

Insurance Broker

Cleveland County, OK residents can benefit from the services of insurance brokers. These professionals can help people find the right type of insurance for their needs, and they can also provide advice on how to protect oneself against potential risks. In addition, insurance brokers can help people save money on their premiums by negotiating better rates with insurers.

Retirement Planning

Financial advisors can help Cleveland County, OK residents with retirement planning in a number of ways. For one, they can help people create a budget that will allow them to save for retirement. Advisors can also help people invest their money wisely so that it will grow over time. And finally, advisors can provide guidance on when it is the right time to retire and how much money people will need to have saved up in order to live comfortably in retirement.

Wealth Management

Cleveland County, OK residents can benefit from wealth management services in order to make the most of their money. Wealth management is a process that involves creating and implementing a plan for managing your money. This includes making sure you have enough money saved for retirement, investing your money wisely, and minimizing your taxes. Wealth management services can help Cleveland County, OK residents achieve all of these goals. A professional wealth manager will work with you to create a personalized plan based on your unique needs and circumstances. He or she will also help you stay on track to reach your financial goals, and will adjust your plan as needed as your life changes. If you are looking for a way to make the most of your money, consider using wealth management services.

Estate Planning Lawyer

Estate planning lawyers can help Cleveland County, OK residents protect their assets and plan for the future. By creating a will or trust, estate planning attorneys can help ensure that your property is distributed according to your wishes after you die. They can also help you set up guardianship arrangements for your children or pets, and make sure that your medical care is taken care of in the event that you become incapacitated.

Mortgage Loan Officer

Mortgage loan officers in Cleveland County, OK can help residents by providing them with the best home loan products available. They can also provide advice on how to get the best mortgage rates, and they can help residents understand the terms of their mortgages. In addition, mortgage loan officers can assist residents who are having difficulty making their mortgage payments.

Tax Services

Tax accountants can help Cleveland County, OK residents save money on their taxes. They can help residents file their taxes correctly, and they can also help them find deductions that they may be able to claim. Tax accountants can also help residents plan for their taxes year-round, so that they know how much they need to save each month in order to pay their taxes.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Cleveland County, OK