Best Financial Advisors in Oklahoma County, OK

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Oklahoma County, OK Fiduciary Financial Advisors

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
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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
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Merrill Lynch Wealth Management Advisor Stephen Grimes
Location 211 N Robinson Ave Suite 1800, Oklahoma City, OK 73102, USA
Phone (405) 270-1862
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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
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Merrill Lynch Wealth Management Advisor Kyle Sanders
Location 4811 Gaillardia Pkwy, Oklahoma City, OK 73142, USA
Phone (405) 752-5384
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First Command Financial Advisor - Cindy Russell
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
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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
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Edward Jones - Financial Advisor: Teresa S Malzahn, CFP®|AAMS™
Location 14620 Bogert Pkwy, Oklahoma City, OK 73134, USA
Phone (405) 848-0047
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Stephen J Janzen - Financial Advisor, Ameriprise Financial Services, LLC
Location 6420 N Santa Fe Ave Ste A, Oklahoma City, OK 73116, USA
Phone (405) 286-5111
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Edward Jones - Financial Advisor: Kyle Sevier, AAMS™
Location 11330 N May Ave, Oklahoma City, OK 73120, USA
Phone (405) 755-9012
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Edward Jones - Financial Advisor: Bryan M Dean, AAMS™
Location 9300 South Penn Suite A, Oklahoma City, OK 73159, USA
Phone (405) 691-6097
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Bluestem Wealth Management and Planning, Kevin Wittrock CFP
Location 2232 NW 164th St, Edmond, OK 73013, USA
Phone (405) 285-9464
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Edward Jones - Financial Advisor: Jolyn Bauer
Location 5100 N Brookline Ave Suite 615, Oklahoma City, OK 73112, USA
Phone (405) 943-9991
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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
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First Command Financial Advisor - Matthew Bowman
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
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First Command Financial Advisor - Mitch Butler
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
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Bricktown Financial
Location 1401 Classen Dr, Oklahoma City, OK 73106, USA
Phone (405) 228-0777
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Financial Advisors in Oklahoma County, OK

Where Certified Financial Advisors in Oklahoma County, OK Serve

Oklahoma County, located in the heart of Oklahoma, boasts a rich history and diverse culture. The county is home to several landmarks such as the Oklahoma City National Memorial and Museum, the Myriad Botanical Gardens, and the Oklahoma State Capitol. These iconic sites attract tourists from all over the world and serve as a testament to the county's unique identity. In terms of employment, Oklahoma County is home to several top employers such as Tinker Air Force Base, the University of Oklahoma Health Sciences Center, and Chesapeake Energy Corporation. These companies provide job opportunities for thousands of residents and contribute to the county's strong economy. Major highways and streets in Oklahoma County include I-35, I-40, I-44, and the Kilpatrick Turnpike. These well-maintained roads make it easy for residents and tourists to travel throughout the county and beyond. Oklahoma County is also home to several vibrant neighborhoods such as Bricktown, Midtown, and the Paseo Arts District.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Residents of Oklahoma County, OK could benefit greatly from the guidance of a financial advisor. With a median household income of $62,839 and a poverty rate of 14.3%, many individuals and families may struggle with managing their finances and planning for the future. A financial advisor can assist with creating a budget, developing a savings plan, and investing wisely to achieve long-term financial goals. Additionally, with a high percentage of residents employed in the healthcare, education, and government sectors, a financial advisor could provide specialized advice on retirement planning and employee benefits. Overall, a financial advisor can help residents of Oklahoma County, OK navigate the complexities of personal finance and achieve greater financial stability.

Insurance Broker

Residents of Oklahoma County, OK can benefit greatly from the services of an insurance broker. With the unpredictable weather patterns in Oklahoma, it's important to have insurance coverage that protects against natural disasters such as tornadoes and severe thunderstorms. An insurance broker can help residents navigate the different types of coverage available and find a policy that fits their unique needs. Additionally, Oklahoma County has a high rate of uninsured drivers on the road, making it crucial for residents to have adequate auto insurance coverage. An insurance broker can assist in finding affordable policies that meet the state's minimum requirements and protect against potential accidents. Overall, an insurance broker can provide peace of mind and financial security to residents of Oklahoma County, OK.

Retirement Planning

Residents of Oklahoma County, OK can benefit greatly from the services of a retirement planner. With a rapidly growing population and an aging workforce, the need for retirement planning has become more important than ever. A retirement planner can help individuals navigate the complex world of retirement savings and investments, providing them with the knowledge and tools needed to secure their financial future. In Oklahoma County, many residents work in industries such as oil and gas, agriculture, and healthcare, which can present unique challenges when it comes to retirement planning. A retirement planner can help these individuals understand their specific retirement needs and develop a customized plan to help them reach their goals. Additionally, with the cost of living in Oklahoma County on the rise, a retirement planner can provide valuable guidance on how to balance saving for retirement with other financial obligations.

Wealth Management

Residents of Oklahoma County, OK could greatly benefit from the expertise of a wealth manager. With a population of over 800,000, Oklahoma County is the most populous county in the state. A wealth manager could assist residents in creating a customized financial plan that takes into account the unique challenges and opportunities of living in the area. For example, Oklahoma County is home to several major employers in the energy industry, such as Devon Energy and Chesapeake Energy. A wealth manager could help residents who work in these industries navigate the fluctuations of the market and plan for retirement. Additionally, Oklahoma County is prone to severe weather events, such as tornadoes and hailstorms. A wealth manager could help residents prepare financially for these types of emergencies, ensuring that they have the resources they need to recover and rebuild.

Mortgage Loan Officer

Residents of Oklahoma County, OK can benefit greatly from the services provided by a mortgage loan officer. These professionals can assist in securing a mortgage for a new home purchase or refinancing an existing mortgage. They can help residents navigate the complex process of obtaining a loan and provide guidance on the best type of mortgage for their specific needs. Oklahoma County, OK has a diverse population with varying financial situations, and a mortgage loan officer can work with each individual to find the best solution. Additionally, with the recent growth in the Oklahoma City metro area, a mortgage loan officer can help residents take advantage of the booming housing market and find their dream home in this vibrant community.

Tax Services

Residents of Oklahoma County, OK can benefit greatly from the services of a tax advisor. With the county's diverse economy, which includes industries such as energy, agriculture, and healthcare, navigating the complex tax laws can be overwhelming. A tax advisor can assist individuals and businesses in maximizing their deductions and credits, ensuring compliance with state and federal tax laws, and minimizing their tax liability. Additionally, with the recent changes to tax laws, such as the Tax Cuts and Jobs Act, a tax advisor can provide valuable insight on how these changes may affect their specific situation. Overall, a tax advisor can provide peace of mind and financial security to residents of Oklahoma County, OK.

Estate Planning Lawyer

Residents of Oklahoma County, 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 drafting a will. Oklahoma County is home to a diverse population, including many families and individuals who have accumulated significant assets over the years. A will is a legal document that outlines how a person's assets will be distributed after their death. Without a will, the state will determine how assets are distributed, which may not align with a person's wishes. An estate planning lawyer can also help with other important documents such as trusts, powers of attorney, and healthcare directives. These documents can provide peace of mind and ensure that a person's wishes are carried out in the event of incapacity or death. Overall, an estate planning lawyer can help residents of Oklahoma County, OK protect their assets and ensure that their loved ones are taken care of.

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