Best Financial Advisors in Logan County, OK

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List of Firms

Logan County, OK Fiduciary Financial Advisors

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Edward Jones - Financial Advisor: Brian K Jenkins, AAMS™
Location 620 S Division St, Guthrie, OK 73044, USA
Phone (405) 282-7757
Directions
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Edward Jones - Financial Advisor: Candace R Hobbs, CFP®|AAMS™
5 out of 5
Location 203 E Main St, Edmond, OK 73034, USA
Phone (405) 330-3930
Directions
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Skyler Hulslander - Financial Advisor
5 out of 5
Location 1101 N Santa Fe Ave, Edmond, OK 73003, USA
Phone (405) 439-2774
Directions
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Conkin Financial Group, Inc.
Location 1320 E 9th St #7, Edmond, OK 73034, USA
Phone (405) 348-6200
Directions
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Howard and Howard Enterprises, LLC
2 out of 5
Location 22355 N Meridian Ave, Edmond, OK 73025, USA
Phone (405) 255-8663
Directions
Financial Advisors in Logan County, OK

Where Certified Financial Advisors in Logan County, OK Serve

Logan County, OK is a vibrant and bustling community located in the heart of Oklahoma. This county is home to a number of notable landmarks, including the historic Guthrie downtown district, the Oklahoma Territorial Museum, and the Lazy E Arena. These landmarks offer a glimpse into the rich history and culture of this region, making Logan County a popular destination for tourists and locals alike. When it comes to employment opportunities, Logan County is home to a diverse range of businesses and industries. Some of the top employers in this area include the Logan County Health Department, the City of Guthrie, and the Logan County Sheriff's Office. These organizations provide a wide range of job opportunities for residents, from healthcare and law enforcement to administrative and support roles. Logan County is also well-connected to the rest of the state and beyond, thanks to its extensive network of highways and streets.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Logan County, OK could benefit from the guidance of a financial advisor in many ways. One of the most common ways is through retirement planning. With a median age of 38 years old, many residents are likely starting to think about their retirement years and how they will support themselves. A financial advisor can help them create a plan that takes into account their current financial situation, future goals, and potential risks. Additionally, Logan County has a strong agricultural industry, and many residents may own or work on farms. A financial advisor could help them navigate the unique financial challenges that come with this type of work, such as fluctuating crop prices and unpredictable weather patterns. Overall, a financial advisor could provide valuable guidance and support to residents of Logan County as they plan for their financial futures.

Insurance Broker

Residents of Logan County, OK can benefit from the services of an insurance broker in many ways. One of the most common ways is by helping them navigate the complex world of health insurance. Logan County is a rural area with limited healthcare options, and many residents struggle to find affordable coverage that meets their needs. An insurance broker can help them compare plans, understand their benefits, and find the best policy for their budget. Additionally, an insurance broker can assist with other types of insurance, such as home, auto, and life insurance, ensuring that residents have the protection they need in case of unexpected events. Overall, an insurance broker can provide valuable guidance and support to the people of Logan County, helping them secure their financial futures and giving them peace of mind.

Retirement Planning

Residents of Logan County, OK can benefit greatly from the services of a retirement planner. With a growing population of retirees and limited resources, it can be challenging for individuals to navigate the complex world of retirement planning on their own. A retirement planner can provide guidance on investment strategies, Social Security benefits, and tax planning to help residents maximize their retirement savings. Additionally, with the prevalence of agriculture and oil industries in Logan County, a retirement planner can provide specialized advice on managing assets related to these industries. Overall, a retirement planner can help residents of Logan County, OK achieve their financial goals and enjoy a comfortable retirement.

Wealth Management

Residents of Logan County, OK can benefit from the services of a wealth manager in several ways. One of the most common ways is by creating a customized financial plan that takes into account their unique circumstances and goals. This can include saving for retirement, planning for college expenses, managing debt, and protecting assets. Additionally, a wealth manager can provide guidance on investment strategies that align with their risk tolerance and long-term objectives. For example, residents of Logan County, OK may have specific investment opportunities related to the local oil and gas industry that a wealth manager can help them navigate. Overall, a wealth manager can provide valuable support and expertise to help residents of Logan County, OK achieve their financial goals and secure their financial future.

Mortgage Loan Officer

Residents of Logan County, OK can benefit greatly from the services of a mortgage loan officer. For starters, a mortgage loan officer can help residents of Logan County secure a mortgage to purchase a home. With a median home value of $154,000, Logan County residents may require assistance in securing a mortgage that fits their budget. Additionally, a mortgage loan officer can help residents refinance their current mortgage to potentially lower their monthly payments or interest rates. With the recent economic downturn due to the COVID-19 pandemic, many Logan County residents may be struggling to make ends meet, and refinancing their mortgage could provide some much-needed financial relief. Overall, a mortgage loan officer can provide valuable assistance to Logan County residents looking to purchase or refinance a home.

Tax Services

Residents of Logan County, OK can benefit from the expertise of a tax advisor in various ways. One of the most common ways is by receiving guidance on how to maximize tax deductions and credits. For instance, Logan County residents who own agricultural land may qualify for certain tax breaks that they may not be aware of. A tax advisor can help them navigate the complex tax laws and regulations to ensure they claim all the deductions and credits they are entitled to. Additionally, with the recent changes in tax laws, a tax advisor can help Logan County residents understand how these changes may impact their tax liability and provide strategies to minimize their tax burden. By working with a tax advisor, Logan County residents can stay compliant with tax laws and regulations while minimizing their tax liability.

Estate Planning Lawyer

Residents of Logan County, OK can benefit greatly from the services of an estate planning lawyer. One of the most common ways an estate planning lawyer can assist residents of Logan County is by helping them create a comprehensive estate plan that protects their assets and ensures their wishes are carried out after they pass away. With a large percentage of Logan County residents being farmers and ranchers, an estate planning lawyer can help them navigate the complexities of passing down their land and livestock to future generations. Additionally, an estate planning lawyer can help residents of Logan County minimize their tax liability and avoid probate court, which can save their loved ones time and money in the future. Overall, an estate planning lawyer can provide peace of mind and security for the residents of Logan County, ensuring their legacy is preserved for years to come.

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