Best Financial Advisors in Kingfisher County, OK

We did the hard work of finding trustworthy partners in Kingfisher County, OK. Fill out the form to get connected.

Connect With a Financial Planner

AS SEEN IN

Entrepreneur
MSN Money
Business Insider
Investopedia
Nasdaq
Yahoo Finance
Market Watch

List of Firms

Kingfisher County, OK Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Brett A Thompson
5 out of 5
Location 17300 N May Ave Suite B, Edmond, OK 73012, USA
Phone (405) 340-1615
Directions
Edward Jones - Financial Advisor: Teresa S Malzahn, CFP®|AAMS™
Location 14620 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone (405) 848-0047
Directions
Edward Jones - Financial Advisor: Derek W Daugherty, AAMS™
5 out of 5
Location 205 W Will Rogers Dr, Kingfisher, OK 73750, USA
Phone (405) 375-6360
Directions
Choice Financial
SEC File# 801-121351
CRD# 110384
3 out of 5
Location 13100 N MacArthur Blvd, Oklahoma City, OK 73142, USA
Phone (405) 843-5540
Directions
Edward Jones - Financial Advisor: Mike Sikes
5 out of 5
Location 1622 S Division St, Guthrie, OK 73044, USA
Phone (405) 282-8041
Directions
Edward Jones - Financial Advisor: Dean E Shaw
5 out of 5
Location 2205 W Willow Rd, Enid, OK 73703, USA
Phone (580) 234-4317
Directions
Coughlan & Coughlan Financial Solutions
Location 215 N Main St, Kingfisher, OK 73750, USA
Phone (405) 375-6761
Directions
Financial Advisors in Kingfisher County, OK

Where Certified Financial Advisors in Kingfisher County, OK Serve

Kingfisher County, OK is a vibrant and bustling community that boasts a rich history and diverse culture. From its stunning landmarks to its top employers, this county has something for everyone. One of the most notable landmarks in Kingfisher County is the Kingfisher Armory, a historic building that dates back to the late 1800s. This stunning structure is a testament to the county's rich history and is a must-see for anyone visiting the area. When it comes to top employers, Kingfisher County is home to a number of major companies, including Chesapeake Energy, Devon Energy, and Continental Resources. These companies provide jobs for thousands of residents and help to drive the local economy. In terms of major highways and streets, Kingfisher County is well-connected to the rest of the state via Highway 81 and Highway 33. These major thoroughfares make it easy for residents and visitors alike to get around the county and explore all that it has to offer.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Kingfisher County, OK can benefit from the guidance of a financial advisor in a variety of ways. One of the most common ways is through retirement planning. With a large portion of the population being over the age of 55, many residents may need help navigating the complexities of retirement accounts and investment options. Additionally, with the county being largely rural, a financial advisor can provide valuable insight into agricultural and land investments. They can also assist with budgeting and debt management, particularly for those who may have been impacted by recent economic challenges in the area. Overall, a financial advisor can offer personalized advice and support to help residents of Kingfisher County achieve their financial goals and secure their future.

Insurance Broker

Residents of Kingfisher County, OK can benefit greatly from the services of an insurance broker. With the county being located in a region that is prone to severe weather conditions, such as tornadoes and hailstorms, an insurance broker can help residents find the right insurance policies to protect their homes, vehicles, and other assets from damage. Additionally, an insurance broker can provide guidance on health insurance options, which is particularly important in a county where the population is aging and healthcare costs are on the rise. By working with an insurance broker, residents of Kingfisher County can ensure that they have the coverage they need to protect themselves and their families from unexpected events.

Retirement Planning

Residents of Kingfisher County, OK could greatly benefit from the assistance of a retirement planner in several ways. One specific aspect that a retirement planner could help with is navigating the unique challenges and opportunities that come with living in a rural area. For example, many residents of Kingfisher County may rely on agriculture or other industries that may not offer traditional retirement benefits. A retirement planner could help these individuals create a personalized retirement plan that takes into account their specific financial situation and goals. Additionally, a retirement planner could assist with maximizing Social Security benefits, creating a tax-efficient retirement income strategy, and ensuring that healthcare costs are adequately addressed. Overall, a retirement planner could provide valuable guidance and peace of mind to residents of Kingfisher County as they plan for their future.

Wealth Management

Residents of Kingfisher County, OK could benefit greatly from a wealth manager in a number of ways. One specific need in this area is assistance with agriculture-related investments. Many residents of Kingfisher County rely on farming and ranching as their primary source of income, and a wealth manager could help them make informed decisions about their investments in this industry. Additionally, a wealth manager could provide guidance on retirement planning, estate planning, and tax strategies, all of which are important considerations for individuals and families in this area. With the help of a skilled wealth manager, residents of Kingfisher County could feel more confident about their financial futures and better equipped to achieve their long-term goals.

Mortgage Loan Officer

Residents of Kingfisher County, OK can benefit greatly from the services of a mortgage loan officer. These professionals can assist with obtaining financing for a new home or refinancing an existing mortgage. In Kingfisher County, where the cost of living is relatively low compared to other parts of the country, a mortgage loan officer can help residents take advantage of the affordable real estate market. Additionally, a loan officer can provide valuable guidance on the various loan options available and help residents choose the best one for their financial situation. They can also help navigate the complex mortgage application process and ensure that all necessary paperwork is completed correctly. With the help of a mortgage loan officer, residents of Kingfisher County can achieve their dream of homeownership and secure their financial future.

Tax Services

Residents of Kingfisher County, OK can benefit greatly from the expertise of a tax advisor in a variety of ways. For example, a tax advisor can help residents navigate the complex tax laws and regulations specific to Oklahoma and Kingfisher County. They can also provide guidance on how to maximize deductions and credits, which can result in significant savings for taxpayers. Additionally, a tax advisor can help residents with tax planning strategies to minimize their tax liability and ensure they are in compliance with all tax laws. With the help of a tax advisor, residents of Kingfisher County can feel confident that they are making informed decisions about their taxes and are taking advantage of all available opportunities to save money.

Estate Planning Lawyer

Residents of Kingfisher County, OK can benefit from the services of an estate planning lawyer in a number of ways. One of the most common ways is through the creation of a will or trust, which can help ensure that their assets are distributed according to their wishes after they pass away. Additionally, an estate planning lawyer can help with other important matters, such as setting up powers of attorney and healthcare directives, which can provide peace of mind and protection in the event of illness or incapacity. In Kingfisher County, where there is a large agricultural community, an estate planning lawyer can also help farmers and ranchers with succession planning, ensuring that their land and livestock are passed down to the next generation in a smooth and efficient manner. Overall, an estate planning lawyer can provide valuable guidance and support to residents of Kingfisher County, helping them to protect their assets and plan for the future.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Kingfisher County, OK