List of Firms
Oklahoma County, OK Fiduciary Financial Advisors
Kelly Thompson - Financial Advisor, Ameriprise Financial Services, LLC
Merrill Lynch Wealth Management Advisor Stephen Grimes
Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor
Merrill Lynch Wealth Management Advisor Kyle Sanders
First Command Financial Advisor - Cindy Russell
Edward Jones - Financial Advisor: Kent Coleman
Edward Jones - Financial Advisor: Teresa S Malzahn, CFP®|AAMS™
Stephen J Janzen - Financial Advisor, Ameriprise Financial Services, LLC
Edward Jones - Financial Advisor: Kyle Sevier, AAMS™
Edward Jones - Financial Advisor: Bryan M Dean, AAMS™
Bluestem Wealth Management and Planning, Kevin Wittrock CFP
Edward Jones - Financial Advisor: Jolyn Bauer
Kyle Louis Williams - Private Wealth Advisor, Ameriprise Financial Services, LLC
First Command Financial Advisor - Matthew Bowman
First Command Financial Advisor - Mitch Butler
Bricktown Financial
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
Insurance Broker
Retirement Planning
Wealth Management
Mortgage Loan Officer
Tax Services
Estate Planning Lawyer
FREQUENTLY ASKED QUESTIONS
FAQs About Personal Financial Advisors in Oklahoma County, OK
A financial advisor in Oklahoma County, OK can provide a wide range of financial advising services to individuals and businesses alike. Oklahoma County, OK is a diverse area with a thriving economy, and a financial advisor can help residents navigate the unique financial landscape of the region. With their expertise, financial advisors can assist with retirement planning, investment management, tax planning, and estate planning. They can also provide advice on insurance, budgeting, and debt management. Furthermore, a financial advisor in Oklahoma County, OK can help individuals and businesses take advantage of the tax incentives and investment opportunities specific to the region, such as the Oklahoma Tax Commission's tax credit for investments in small businesses located in rural areas. By working with a financial advisor, residents of Oklahoma County, OK can ensure that they are making informed financial decisions that align with their goals and values.
Oklahoma County, OK is the ultimate destination for anyone seeking top-notch financial advising services. The county boasts of a vibrant economy, with a diverse range of industries that provide ample opportunities for investment. Additionally, the county has a well-established network of financial advisors who are well-versed in the intricacies of the local economy. They have a deep understanding of the unique challenges and opportunities that exist within the county, and are thus able to provide tailored financial advice that is both comprehensive and effective. Furthermore, the county has a rich history of financial innovation, with many of its residents having made significant contributions to the financial industry. This legacy has created a culture of excellence and professionalism among the financial advisors in the county, ensuring that clients receive the highest quality advice and guidance. In short, if you're looking for financial advising services that are both effective and reliable, Oklahoma County, OK is the place to be.
A financial planner in Oklahoma County, OK is responsible for managing the finances of their clients, which includes developing financial plans, managing investments, and providing advice on tax and retirement planning. Specifically, in Oklahoma County, OK, a financial planner must be well-versed in the state's tax laws, which can be complex and vary from federal tax laws. Additionally, they must be knowledgeable about the state's industries, including the oil and gas industry, which is a significant contributor to the state's economy. The financial planner must also consider the effects of natural disasters, such as tornadoes and earthquakes, which can impact the financial stability of their clients. With these factors in mind, a financial planner in Oklahoma County, OK must have a deep understanding of the state's unique financial landscape to provide the best advice and services to their clients.
Oklahoma County, OK residents should consider reaching out to a financial advisor when they are facing complex financial situations that require expert guidance. Given that Oklahoma County is home to a diverse population with varying financial needs, it is important to seek out a financial advisor who understands the unique challenges of the region. For instance, residents may require assistance with retirement planning, investment management, estate planning, or tax planning. Additionally, with the recent economic downturn caused by the COVID-19 pandemic, many residents may be struggling with debt, job loss, or reduced income. A financial advisor can provide valuable advice and support during these difficult times, helping residents to navigate the complex financial landscape and make informed decisions about their future. Whether you are a young professional just starting out or a retiree looking to protect your assets, a financial advisor can help you achieve your financial goals and secure your financial future.
A financial advisor in Oklahoma County, OK should possess a range of important qualities to ensure their clients' financial success. One crucial quality is a deep understanding of the local economy and investment opportunities unique to the county. Oklahoma County is home to a diverse mix of industries, including aerospace, energy, and healthcare, making it a complex economic landscape to navigate. A skilled financial advisor must be able to analyze this complexity and provide tailored advice to their clients. Additionally, strong communication skills, a commitment to ongoing education, and a client-centric approach are essential attributes for a successful financial advisor in Oklahoma County. With these qualities, a financial advisor can help their clients navigate the intricacies of the local economy and achieve their financial goals.
Oklahoma County, OK is home to several top financial advising firms, each with their unique approach to wealth management. These firms offer a range of services, including retirement planning, investment management, and tax planning. What sets Oklahoma County apart is its strong oil and gas industry, which has been a significant driver of the local economy. As a result, many of these firms specialize in advising clients in the energy sector, providing tailored solutions to help them navigate the complexities of this industry. Additionally, with a growing population and a thriving business community, these firms are well-positioned to help clients achieve their financial goals and secure their financial future. Overall, Oklahoma County's financial advising firms offer a diverse range of expertise and services, making it an attractive destination for individuals and businesses seeking top-notch financial advice.
Financial advisors in Oklahoma County, OK receive compensation in a variety of ways. One common method is through commission-based models, where they earn a percentage of the products and services they sell to clients. Another method is through fee-based models, where they charge a set fee for their services, regardless of the products sold. Additionally, some financial advisors in Oklahoma County, OK may receive compensation through a combination of both commission-based and fee-based models. It is worth noting that due to the complex and ever-changing nature of financial regulations in Oklahoma County, OK, financial advisors must navigate a labyrinthine web of legal requirements and ethical considerations when determining their compensation structure. This can lead to a wide range of compensation models, each with its own unique advantages and disadvantages for both the advisor and the client.