Best Financial Advisors in Oklahoma County, OK

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List of Firms

Oklahoma County, OK Fiduciary Financial Advisors

Bluestem Wealth Management and Planning, Kevin Wittrock CFP
Location 2232 NW 164th St, Edmond, OK 73013, USA
Phone (405) 285-9464
Edward Jones - Financial Advisor: Jolyn Bauer
Location 5100 N Brookline Ave Suite 615, Oklahoma City, OK 73112, USA
Phone (405) 943-9991
Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor

5 out of 5

Location 10900 Hefner Pointe Dr #302, Oklahoma City, OK 73120, USA
Phone (405) 418-7629
Edward Jones - Financial Advisor: Teresa S Malzahn, CFP®|AAMS™
Location 14620 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone (405) 848-0047
Kyle Louis Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 3030 Northwest Expy Ste 1400, Oklahoma City, OK 73112, USA
Phone (405) 605-0224
Kelly Thompson - Financial Advisor, Ameriprise Financial Services, LLC

5 out of 5

Location 5400 N Grand Blvd Ste 410, Oklahoma City, OK 73112, USA
Phone (405) 942-3766
First Command Financial Advisor - Matthew Bowman
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Stephen J Janzen - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6420 N Santa Fe Ave Ste A, Oklahoma City, OK 73116, USA
Phone (405) 286-5111
Merrill Lynch Wealth Management Advisor Kyle Sanders
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5384
First Command Financial Advisor - Cindy Russell
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
F.I.G. Financial Advisory Services, Inc
SEC File# 801-119550
CRD# 105506

5 out of 5

Location 14642 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone (405) 844-9826
Time Monday: 8:00 AM – 4:30 PM Tuesday: 8:00 AM – 4:30 PM Wednesday: 8:00 AM – 4:30 PM Thursday: 8:00 AM – 4:30 PM Friday: 8:00 AM – 3:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Stephen Grimes
Location 211 N Robinson Ave Suite 1800, Oklahoma City, OK 73102, USA
Phone (405) 270-1862
First Command Financial Advisor - Mitch Butler
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Edward Jones - Financial Advisor: Kent Coleman

5 out of 5

Location 6805 N Classen Blvd Suite C, Oklahoma City, OK 73116, USA
Phone (405) 842-4060
Edward Jones - Financial Advisor: Kyle Sevier, AAMS™
Location 11330 N May Ave, Oklahoma City, OK 73120, USA
Phone (405) 755-9012
Edward Jones - Financial Advisor: Bryan M Dean, AAMS™
Location 9300 South Penn Suite A, Oklahoma City, OK 73159, USA
Phone (405) 691-6097
Bricktown Financial
Location 1401 Classen Dr, Oklahoma City, OK 73106, USA
Phone (405) 228-0777
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About Oklahoma County, OK

Oklahoma County is located in the central part of the state and is home to Oklahoma City, the capital of Oklahoma. The county is named for the Choctaw Nation's principal river, the Oklahoma. Major landmarks in the county include the State Capitol Building, Will Rogers World Airport, and the Myriad Botanical Gardens. The top employers in the county are Tinker Air Force Base, the University of Oklahoma Health Sciences Center, and INTEGRIS Health. Some of the major highways and streets in Oklahoma County are Interstate 40, U.S. Highway 77, and Memorial Road. The neighborhoods in Oklahoma County include Nichols Hills, Del City, and Midwest City.

Where Certified Financial Advisors in Oklahoma County, OK Serve

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Oklahoma County, OK residents have access to a variety of services from their local banks. Banks offer products and services such as checking and savings accounts, loans, mortgages, and credit cards. In addition, banks also provide other services such as online banking, bill pay, and mobile banking. This allows Oklahoma County residents to easily manage their finances and take care of their banking needs without having to leave home.

Insurance Broker

Residents of Oklahoma County, OK can benefit from the services of insurance brokers. Brokers can help residents compare rates and find the best policies for their needs. They can also help residents file claims and provide other assistance when needed. Residents should consider working with a broker to get the best coverage at the best price.

Retirement Planning

Financial advisors in Oklahoma County, OK can help residents with their retirement planning. Many people do not plan for their retirement, which can lead to financial troubles down the road. Financial advisors can help residents save money for their retirement and make wise investments. They can also offer advice on how to reduce expenses and live a more frugal lifestyle. Residents who are nearing retirement age should consult a financial advisor as soon as possible to ensure a comfortable future.

Wealth Management

Oklahoma County, OK residents can benefit from wealth management in a number of ways. One important way is that a wealth manager can help you make the most of your money. A good wealth manager will work with you to create a financial plan tailored to your specific needs and goals. This may include investing your money in a way that will provide you with both stability and growth potential, as well as protecting it from market volatility. A wealth manager can also help you avoid common mistakes made by investors, such as buying high and selling low or investing in too many risky assets. If you are looking for ways to grow your money and protect it from risk, Oklahoma County, OK residents should consider working with a wealth manager.

Estate Planning Lawyer

Estate planning lawyers can be a great resource for Oklahoma County, OK residents who want to make sure their assets are distributed in the way they want after they die. These lawyers can help residents create wills and trusts, and can also provide guidance on tax implications of estate planning. In addition, estate planning lawyers can offer advice on how to protect elderly relatives or disabled family members from becoming wards of the state.

Mortgage Loan Officer

Mortgage loan officers in Oklahoma County, OK can help residents by providing them with the best options for their mortgage. Residents can rely on these professionals to guide them through the process of obtaining a mortgage, and to provide information about the different types of mortgages available. In addition, mortgage loan officers can help residents find the best rates and terms for their mortgage.

Tax Services

Residents of Oklahoma County, OK can benefit from the services of tax accountants. These professionals can help residents prepare their taxes and file returns in a timely manner. In addition, tax accountants can offer advice on how to reduce the amount of taxes that residents owe each year.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Oklahoma County, OK