Best Financial Advisors in Edmond, OK

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Edmond, OK Fiduciary Financial Advisors

Soard Financial Management, LLC

5 out of 5

Location 1967 W 33rd St #110, Edmond, OK 73013, USA
Phone (405) 509-6068
Edward Jones - Financial Advisor: Candace R Hobbs, CFP®|AAMS™
SEC File# 801-3297
CRD# 250

5 out of 5

Location 203 E Main St, Edmond, OK 73034, USA
Phone (405) 330-3930
Edward Jones - Financial Advisor: John C Stark, AAMS™

5 out of 5

Location 3201 E Memorial Rd D, Edmond, OK 73013, USA
Phone (405) 478-2209
Edward Jones - Financial Advisor: Brett A Thompson
SEC File# 801-3297
CRD# 250

5 out of 5

Location 17300 N May Ave Suite B, Edmond, OK 73012, USA
Phone (405) 340-1615
Edward Jones - Financial Advisor: Connie M Nader
SEC File# 801-3297
CRD# 250

5 out of 5

Location 755 W Covell Rd Suite 180, Edmond, OK 73003, USA
Phone (405) 330-1435
Edward Jones - Financial Advisor: Teale N Trammell
Location 15015 Bristol Park Blvd, Edmond, OK 73013, USA
Phone (405) 752-0648
Cornerstone Wealth Management
SEC File# 801-51066
CRD# 106950

5 out of 5

Location 869 E 33rd St, Edmond, OK 73013, USA
Phone (405) 768-1201
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 – 5:00 PM Saturday: Closed Sunday: Closed
Municipal Finance Services, Inc.
Location 3933 E Covell Rd, Edmond, OK 73034, USA
Phone (405) 340-1727
Edward Jones - Financial Advisor: Ashlie D Nader
SEC File# 801-3297
CRD# 250

5 out of 5

Location 2901 Fairfax Dr Suite 120, Edmond, OK 73034, USA
Phone (405) 562-7377
Skyler Hulslander - Financial Advisor

5 out of 5

Location 1101 N Santa Fe Ave, Edmond, OK 73003, USA
Phone (405) 439-2774
Daryl Osmus - Thrivent
Location 1616 E 19th St STE 102, Edmond, OK 73013, USA
Phone (405) 359-7283
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About Edmond, OK

Edmond, OK is a city in Oklahoma that is home to many landmarks, top employers, major highways and streets, and neighborhoods. Some of the city's most notable landmarks include the University of Central Oklahoma, the Memorial Park Cemetery, and the Edmond Historical Society Museum. The city's top employers include the University of Central Oklahoma, Tinker Air Force Base, and Integris Health. Major highways and streets in Edmond include Interstate 35 and U.S. Route 77. The city's neighborhoods are diverse and include places like Deer Creek, Coffee Creek, and The Greens at Kelly Lakes.

Where Certified Financial Advisors in Edmond, OK Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Edmond, OK residents can rely on their local bank for a variety of services. Your bank is a valuable resource for checking and savings accounts, loans, and more. Here are some of the many services your bank can provide: - Checking and Savings Accounts: Your bank offers convenient ways to save money and access your funds when you need them. - Loans: Bank loans are a great way to finance large purchases or cover unexpected expenses. - Credit Cards: A credit card from your bank gives you flexibility when you need it, while helping you build your credit history. - Investment Services: Your bank can help you grow your money with a variety of investment options.

Insurance Broker

Edmond, OK residents can rely on insurance brokers to help them find the best coverage for their needs. Brokers are knowledgeable about the different types of insurance available, and they can help you compare policies to find the one thats right for you. They can also assist you with filing claims and answering any questions you may have about your policy.

Retirement Planning

Edmond, OK residents have several options when it comes to retirement planning. One option is to work with a financial advisor who can help you create a plan that fits your unique needs. Financial advisors can provide guidance on topics such as saving for retirement, investing for the future, and creating a budget that will allow you to live comfortably in retirement. If you are looking for help getting ready for retirement, consider working with a financial advisor in Edmond, OK.

Wealth Management

Edmond, OK residents can greatly benefit from wealth management services. Wealth management is the process of organizing, managing, and protecting a family's or individual's assets. It includes everything from investment planning to tax advice to insurance coverage. A good wealth manager will help you make the most of your money and keep it safe. If you're looking for a way to secure your financial future, consider hiring a wealth management firm. They can help you save money on taxes, invest in the right places, and protect your assets in case of an emergency. Contact a local firm today for more information.

Estate Planning Lawyer

Edmond, OK residents who want to protect their estate can work with an estate planning lawyer to create a will and other legal documents.An estate planning lawyer can help you understand the options available to you and guide you through the process of creating a will and other legal documents. They can also help you make decisions about guardianship for your children, property distribution, and more.

Mortgage Loan Officer

Mortgage loan officers in Edmond, OK can help residents by providing them with the best options for their mortgage. They can also provide advice on what types of loans are available and how to get the best interest rate. In addition, mortgage loan officers can help residents understand the terms of their mortgages and answer any questions they may have about the process.

Tax Services

Edmond, OK residents can benefit from the help of tax accountants in order to make sure they are getting the best return on their investment. Tax accountants have the experience and expertise to help taxpayers understand what deductions they are eligible for and how to claim them. This can save taxpayers a lot of money, especially if they are claiming deductions that they may not be aware of. In addition, tax accountants can help residents stay organized and on top of their filings throughout the year, which can prevent costly penalties from being assessed.


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