Best Financial Advisors in Oklahoma City, OK

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List of Firms

Oklahoma City, OK Fiduciary Financial Advisors

SEC File# 801-117216
CRD# 304853
5 out of 5
Location 5700 NW 130th St Suite 1, Oklahoma City, OK 73142, USA
Phone (405) 470-0359
Directions
SEC File# 801-43702
CRD# 106316
5 out of 5
Location 2925 United Founders Blvd, Oklahoma City, OK 73112, USA
Phone (405) 842-3443
Directions
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Carol L. Hager
Location 10900 Hefner Pointe Dr #404, Oklahoma City, OK 73120, USA
Phone (405) 286-1500
Directions
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Bricktown Financial
Location 1401 Classen Dr, Oklahoma City, OK 73106, USA
Phone (405) 228-0777
Directions
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Legacy Financial Advisors
SEC File# 801-62026
CRD# 115384
Location 10005 N May Ave, Oklahoma City, OK 73120, USA
Phone (405) 470-9190
Directions
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First Command Financial Advisor - Raymond Rogers
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Directions
Financial Advisors in Oklahoma City, OK

Where Certified Financial Advisors in Oklahoma City, OK Serve

Oklahoma City, located in the heart of the Sooner State, is a bustling metropolis filled with a rich history and a vibrant culture. The city boasts many iconic landmarks, such as the Oklahoma City National Memorial and Museum, the Myriad Botanical Gardens, and the Chesapeake Energy Arena, home of the Oklahoma City Thunder. In terms of employment, Oklahoma City is home to a diverse range of top employers, including Tinker Air Force Base, Devon Energy, and the University of Oklahoma Health Sciences Center. These companies help to drive the city's economy and provide a wealth of job opportunities for its residents. Navigating the city is made easy by its major highways and streets, such as I-35, I-40, and I-44. These thoroughfares connect Oklahoma City to other major cities throughout the region, making travel a breeze. When it comes to neighborhoods, Oklahoma City offers a wide array of options to suit any lifestyle.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oklahoma City, OK can benefit from the expertise of a financial advisor in a number of ways. One of the most common ways is by helping them create a personalized financial plan that takes into account their unique goals and circumstances. This can include advice on retirement planning, investment strategies, debt management, and more. Additionally, a financial advisor can help residents navigate the specific financial challenges that come with living in Oklahoma City, such as the impact of severe weather on insurance rates and property values. By working with a financial advisor, residents of Oklahoma City can gain peace of mind knowing they have a plan in place to achieve their financial goals and weather any financial storms that may come their way.

Insurance Broker

Residents of Oklahoma City, OK can benefit from the services of an insurance broker in several ways. Firstly, an insurance broker can help them navigate the complex insurance landscape and find the best policies that meet their unique needs. This is particularly important in Oklahoma City, which is prone to natural disasters such as tornadoes and hailstorms. An insurance broker can help residents find comprehensive coverage that includes protection against these types of events. Additionally, an insurance broker can help residents save money by finding policies with lower premiums and deductibles. With the help of an insurance broker, residents of Oklahoma City can have peace of mind knowing that they are adequately protected against unforeseen events.

Retirement Planning

Residents of Oklahoma City, OK can benefit greatly from the services of a retirement planner. One of the most common ways a retirement planner can help is by creating a personalized retirement plan that takes into account the unique economic and financial landscape of Oklahoma City. For example, a retirement planner can help residents navigate the state's tax laws and guide them towards tax-efficient investment strategies. Additionally, a retirement planner can help residents plan for the potential costs associated with healthcare in Oklahoma City, which can be higher than in other parts of the country. By working with a retirement planner, residents of Oklahoma City can feel confident that they are taking the necessary steps to secure their financial future and enjoy a comfortable retirement.

Wealth Management

Residents of Oklahoma City, OK could benefit greatly from the expertise of a wealth manager. One of the most common ways a wealth manager could assist residents is by helping them navigate the unique tax laws and regulations in Oklahoma City. For example, Oklahoma City has a state income tax rate that ranges from 0.5% to 5%, depending on income level. A wealth manager could help residents understand how to minimize their tax liability and make the most of tax-advantaged investment opportunities. Additionally, Oklahoma City is home to a diverse range of industries, including energy, healthcare, and aerospace. A wealth manager could help residents in these industries plan for their financial futures and make informed investment decisions based on their specific career paths. Overall, a wealth manager could provide invaluable guidance to Oklahoma City residents looking to build wealth and achieve their financial goals.

Mortgage Loan Officer

Residents of Oklahoma City, OK can benefit from the expertise of a mortgage loan officer in several ways. For starters, these professionals can help guide them through the often-complex process of securing a mortgage loan. This can be especially helpful for first-time homebuyers who may be unfamiliar with the various types of loans available and the requirements for each. Additionally, mortgage loan officers can help residents of Oklahoma City, OK find the best interest rates and loan terms to suit their individual needs. With the city's diverse population and housing market, having a knowledgeable and experienced mortgage loan officer on your side can make all the difference in securing your dream home.

Tax Services

Residents of Oklahoma City, OK can benefit from the expertise of a tax advisor in a variety of ways. One of the most common ways is by receiving guidance on how to navigate the state's tax laws, which can be particularly complex. For example, Oklahoma City residents may be eligible for various tax credits and deductions, such as the Oklahoma Sales Tax Relief Credit or the Oklahoma Earned Income Tax Credit, but may not be aware of them without the help of a tax advisor. Additionally, a tax advisor can assist residents in minimizing their tax liability and avoiding costly mistakes on their tax returns. With the help of a tax advisor, Oklahoma City residents can feel confident that they are taking advantage of all available tax benefits and are in compliance with state and federal tax laws.

Estate Planning Lawyer

Residents of Oklahoma City, OK can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can help is by creating a comprehensive estate plan that includes a will, trust, and power of attorney. With Oklahoma City's unpredictable weather patterns, it is important to ensure that your estate plan is up-to-date and includes provisions for natural disasters such as tornadoes. An estate planning lawyer can also assist with Medicaid planning, ensuring that your loved ones are not burdened with high medical costs in the event of a long-term illness. Additionally, an estate planning lawyer can help with the distribution of assets and minimizing estate taxes. Overall, an estate planning lawyer can provide peace of mind for residents of Oklahoma City, knowing that their assets and loved ones are protected in the event of unexpected circumstances.

Oklahoma City, OK Financial Resources

Oklahoma City, OK Chamber of Commerce

https://www.okcchamber.com/

Oklahoma City, OK City Hall

https://www.okc.gov/

Oklahoma City, OK Public Library

https://www.metrolibrary.org/

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