Retirement Planning in Cleveland County, OK

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List of Firms

Top Retirement Planners in Cleveland County, OK

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Michael Stecker - Thrivent
Location 13101 SE 40th St, Choctaw, OK 73020, USA
Phone (719) 406-3849
Language https://connect.thrivent.com/michael-stecker?utm_source=GMB&utm_medium=Yext&y_source=1_MTU4NzcyNjEtNzE1LWxvY2F0aW9uLndlYnNpdGU%3D
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Midstate Financial Services LLC
Location 2500 McGee Dr, Norman, OK 73072, USA
Phone (405) 292-7000
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Inspire Financial Group
Location 222 E Eufaula St, Norman, OK 73069, USA
Phone (405) 329-5300
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Modern Woodmen Financial
Location 763 Asp Ave, Norman, OK 73069, USA
Phone (405) 459-0500
Language http://modernwoodmen.org/
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Investment Counseling Services, Inc.
5 out of 5
Location 219 W Boyd St STE 205, Norman, OK 73069, USA
Phone (405) 447-6676
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Cobalt Financial
SEC File# 801-111055
CRD# 158043
1 out of 5
Location 123 SE 4th St STE B, Moore, OK 73160, USA
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Sandi Hegeman - NFA Wealth Management - Financial Advisor
Location 808 24th Ave NW STE 202, Norman, OK 73069, USA
Phone (405) 701-9907
Language http://www.nfawm.com/
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Edward Jones - Financial Advisor: Krystal R Marazzi
Location 3408 36th Ave NW Ste 108, Norman, OK 73072, USA
Phone (405) 561-0350
Language https://www.edwardjones.com/us-en/financial-advisor/krystal-marazzi
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Edward Jones
SEC File# 801-3297
CRD# 250
Location 500 Merchant Dr #100, Norman, OK 73069, USA
Phone (405) 217-9083
Language http://www.edwardjones.com/
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Nauman Jolene
Location Norman, OK 73069, USA
Phone (405) 329-3757
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Arvest Asset Management
SEC File# 801-111055
CRD# 158043
Location 1355 W Lindsey St, Norman, OK 73069, USA
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M3t Financial Services
Location 2278 Industrial Blvd #121, Norman, OK 73069, USA
Phone (877) 706-7394
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First Command Financial Advisor - Derek Dick
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Language https://advisor.firstcommand.com/us/ok/oklahoma-city/dmdick
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Staton Financial Group Inc.
SEC File# 801-79938
CRD# 167816
Location 709 SW 119th St, Oklahoma City, OK 73170, USA
Phone (405) 735-6762
Language http://statonfinancialgroup.com/
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 12:00 PM Saturday: Closed Sunday: Closed
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First Command Financial Advisor - Jeff Wallace
SEC File# 801-56942
CRD# 281958
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Language https://advisor.firstcommand.com/us/ok/oklahoma-city/jawallace
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Omar M Rosales - Associate Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 360-8836
Language https://www.ameripriseadvisors.com/team/kindred-wealth/financial-advice-team/Omar.Rosales/?cid=IP_local_yext
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Edward Jones - Financial Advisor: Troy D Brown, AAMS™
SEC File# 801-3297
CRD# 250
5 out of 5
Location 420 S Broadway Ave Suite B, Moore, OK 73160, USA
Phone (405) 799-5435
Language https://www.edwardjones.com/us-en/financial-advisor/troy-brown
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First Command Financial Advisor - Kreston Taylor
SEC File# 801-56942
CRD# 281958
Location 5604 SE 67th St, Oklahoma City, OK 73135, USA
Phone (405) 737-8594
Directions
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Rodney Gray - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 360-8836
Language https://www.ameripriseadvisors.com/team/kindred-wealth/financial-advice-team/Rodney.Gray/?cid=IP_local_google
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Raymond James Financial Services
SEC File# 801-69815
CRD# 149018
Location 3101 W Tecumseh Rd STE 201, Norman, OK 73072, USA
Phone (405) 310-5058
Language https://www.raymondjames.com/
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Brandon Steven Fuller: Primerica - Financial Services
Location 1955 N Moore Ave STE B, Moore, OK 73160, USA
Phone (405) 237-0149
Language https://www.primerica.com/BRANDONFULLER
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Cornerstone Capital Resources
Location 101 S Webster Ave, Norman, OK 73069, USA
Phone (405) 447-7000
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Adam H Carson - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
3 out of 5
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 360-8836
Language https://www.ameripriseadvisors.com/team/kindred-wealth/financial-advice-team/adam.h.carson/?cid=IP_local_google
Time Monday: 8:00 AM – 5:30 PM Tuesday: 8:00 AM – 5:30 PM Wednesday: 8:00 AM – 5:30 PM Thursday: 8:00 AM – 5:30 PM Friday: 8:00 AM – 2:30 PM Saturday: Closed Sunday: Closed
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TRAC Advisor Group Inc
Location 2401 Tee Cir, Norman, OK 73069, USA
Phone (405) 615-4465
Language https://www.tracadvisorgroup.com/contact-us
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John B Carroll - Financial Advisor, Ameriprise Financial Services, LLC
Location 581 Merchant Dr, Norman, OK 73069, USA
Phone (405) 360-8836
Language https://www.ameripriseadvisors.com/team/kindred-wealth/financial-advice-team/John.Carroll/?cid=IP_local_google
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Retirement Planning in Cleveland County, OK

About Cleveland County, OK for Those Planning to Retire

Cleveland County, located in the heart of Oklahoma, is a vibrant and diverse community with a rich history and a promising future. From the iconic University of Oklahoma campus to the bustling downtown Norman area, there are plenty of landmarks and attractions to explore. Some of the top employers in the area include the University of Oklahoma, Norman Regional Health System, and the Norman Public School District. These organizations provide thousands of jobs to residents and contribute to the overall economic vitality of the region. Major highways and streets in Cleveland County include Interstate 35, State Highway 9, and Lindsey Street. These thoroughfares connect the county to other parts of the state and make it easy to get around. Neighborhoods in Cleveland County range from historic districts like Campus Corner to newer developments like the Summit Lakes community. Whether you're looking for a quiet suburban setting or a lively urban environment, there's something for everyone in this dynamic county.

Other Financial Planning Services for Retirement

Banks and Credit Unions

Residents of Cleveland County, OK can benefit from a bank in several ways, including accessing financial products and services, receiving financial advice, and managing their money more efficiently. With a population of over 280,000, Cleveland County is home to a diverse community with varying financial needs. For example, many residents in the county work in the oil and gas industry, which can be unpredictable and volatile. A bank can help these individuals by offering financial planning services, such as retirement planning and investment advice, to help them navigate the ups and downs of the industry. Additionally, many residents in Cleveland County are farmers or ranchers, and a bank can provide them with agricultural loans to help them buy equipment, livestock, or land. Overall, a bank can be a valuable resource for residents of Cleveland County, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Cleveland County, OK can greatly benefit from the services of an insurance broker. With the county's diverse population and varying needs, an insurance broker can assist in finding the best insurance policies for each individual. For instance, with Norman being home to the University of Oklahoma, many residents may require student health insurance or renters insurance. Additionally, with the county's location in Tornado Alley, homeowners insurance is a crucial necessity. An insurance broker can provide expert advice on the best policies available to protect against natural disasters. Furthermore, with the county's growing economy, many residents may require business insurance to protect their investments. An insurance broker can offer customized policies to meet the specific needs of each business. With so many different insurance options available, residents of Cleveland County, OK can greatly benefit from the expertise and guidance of an insurance broker.

Wealth Management

Residents of Cleveland County, OK can greatly benefit from the services of a wealth manager. With a population of over 284,000 people, the county is home to a diverse range of individuals with varying financial needs. A wealth manager can assist residents in creating a personalized financial plan that takes into account their unique circumstances and goals. For example, Cleveland County is home to the University of Oklahoma, one of the largest employers in the area. A wealth manager can help university employees navigate the complexities of their retirement plans and ensure they are taking full advantage of available benefits. Additionally, the county has a growing number of small business owners who could benefit from guidance on tax planning and investment strategies. A wealth manager can provide expert advice on these topics and help entrepreneurs make informed decisions to grow their businesses. Overall, a wealth manager can be a valuable resource for residents of Cleveland County, helping them to achieve their financial goals and secure their futures.

Financial Advisor

Residents of Cleveland County, OK can benefit from the services of a financial advisor in a variety of ways. For instance, a financial advisor can help them develop a personalized financial plan that takes into account their unique financial situation and goals. This can include everything from creating a budget and savings plan to investing in the stock market or real estate. Additionally, a financial advisor can provide guidance on managing debt, building credit, and planning for retirement. Given that Cleveland County is home to a diverse population with varying income levels and financial needs, working with a financial advisor can be especially beneficial in navigating the complex financial landscape and achieving long-term financial security.

Mortgage Loan Officer

Residents of Cleveland County, OK can benefit from a mortgage loan officer in several ways. Firstly, a mortgage loan officer can help residents navigate the complex process of applying for a mortgage, which can be particularly challenging in a county with a high demand for housing such as Cleveland County. Additionally, a mortgage loan officer can provide residents with guidance on the various types of mortgages available, such as fixed-rate or adjustable-rate mortgages, and help them choose the best option for their unique financial situation. Furthermore, a mortgage loan officer can assist residents in securing the most favorable interest rates and terms for their mortgage, which can save them thousands of dollars in the long run. Overall, a mortgage loan officer can be an invaluable resource for residents of Cleveland County, OK looking to purchase a home in a competitive real estate market.

Tax Services

Residents of Cleveland County, OK can benefit greatly from the expertise of a tax advisor. With the county's diverse economy, which includes agriculture, manufacturing, and healthcare, navigating the complexities of tax laws can be challenging for individuals and businesses alike. A tax advisor can assist with tax planning and preparation, ensuring that residents take advantage of all available deductions and credits. Additionally, with the recent changes to tax laws, such as the Tax Cuts and Jobs Act, a tax advisor can help residents understand how these changes impact their specific situation. Furthermore, a tax advisor can provide guidance on estate planning, retirement planning, and other financial matters that can have significant tax implications. With the help of a tax advisor, residents of Cleveland County, OK can make informed decisions and maximize their financial well-being.

Estate Planning Lawyer

Residents of Cleveland County, OK can benefit from the services of an estate planning lawyer in several ways. Firstly, an estate planning lawyer can help individuals create a will that outlines their wishes for the distribution of their assets after their death. This is particularly important in Cleveland County, OK, where the median household income is $61,000, and many residents may have significant assets that they want to protect. Additionally, an estate planning lawyer can assist with the creation of trusts, which can provide tax benefits and protect assets from creditors. Furthermore, an estate planning lawyer can help with the establishment of powers of attorney, which give a trusted individual the ability to make important decisions on behalf of the individual if they become incapacitated. Overall, an estate planning lawyer can provide invaluable assistance to residents of Cleveland County, OK in protecting their assets and ensuring that their wishes are carried out after their passing.

FREQUENTLY ASKED QUESTIONS

Retirement Income Planning FAQs

Retirement planning services offered by a retirement planner in Cleveland County, OK can be a game-changer for those who want to secure their financial future. The planner can provide a range of services, including creating a customized retirement plan, analyzing investments, and recommending strategies to minimize tax liabilities. Cleveland County, OK, being a rapidly growing county with a population of over 280,000, has unique retirement planning needs that a planner can address. They can help clients navigate the complexities of Social Security and Medicare, which can be especially challenging for retirees in a county with a large senior population. Additionally, the planner can advise on estate planning, including wills and trusts, to ensure that clients' assets are protected and distributed according to their wishes. Overall, a retirement planner in Cleveland County, OK, can provide invaluable services to help clients achieve their retirement goals.

Cleveland County, OK is the ideal location to get a retirement planner due to its thriving financial community and abundance of experienced professionals. With a population of over 280,000 people, Cleveland County boasts a diverse and knowledgeable workforce that is well-equipped to handle the unique financial needs of retirees. Additionally, the county is home to a number of reputable financial institutions, including banks, investment firms, and insurance companies, all of which offer a wide range of retirement planning services. Whether you're looking for advice on investments, insurance, or estate planning, you're sure to find a qualified professional in Cleveland County who can help you achieve your retirement goals. So if you're looking for the best place to get a retirement planner, look no further than Cleveland County, OK.