Canadian County, OK Financial Advisors and Resources

Financial Advisor Firms in Canadian County, OK



(405) 338-7673

11032 Coachman Rd

Yukon, OK 73099

SEC#: 801-96180
Years in Business: 6 years

How Retirement-Friendly is Canadian County, OK?

  • Population: 140,455
  • % of Population 62 Years and Over: 16.1%
  • Average Home Value: $171,300
  • Average Monthly Housing Cost: $1,065
  • Average Household Income: $87,402
  • Oklahoma Total Tax Burden: 7.13% (6th Lowest in U.S.)
  • Oklahoma Property Tax: 1.67% (2nd Lowest in U.S.)
  • Oklahoma Individual Income Tax: 1.92% (15th Lowest in U.S.)
  • Oklahoma Sales and Excise Tax: 3.54% (19th Highest in U.S.)

Canadian County, OK Financial Advisor FAQs

Finding even just one good advisor who specializes in financial advising could drastically affect your strategy for what type of investments you will make today and tomorrow. It's always a wise idea to tap on their expertise.
A financial advisor is someone who helps you figure out what you ought to do with your money. For some people that means giving them advice on how they should invest, while others need help with mortgage rates, investing in retirement accounts, or just figuring out an emergency fund.
Make sure that the person you are consulting with is properly licensed, has CFP certification, and is an active member of their profession's association. When you are interviewing a potential advisor for your future financial planning, don't overlook this key qualification - CFP certification.
It depends on the advisor and the nature of their work. Some financial advisors, such as certified public accountants, cost a nominal fee when they meet with you to go over your finances. Other financial advisors may have a percentage rate depending on your current or desired level of investment.