Wealth Management in Logan County, OK

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List of Firms

Logan County, OK Wealth Management Firms

SEC File# 801-120960
CRD# 313573
Location 5025 Gaillardia Corporate Pl Ste C2, Oklahoma City, OK 73142, USA
Phone (405) 253-6080
Directions
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Align Wealth Management : Financial Planners, Wealth Retirement
4 out of 5
Location 13921 Quail Pointe Dr, Oklahoma City, OK 73134, USA
Phone (405) 607-4820
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Ray Smith Wealth Management
Location 808 S Main St #307, Stillwater, OK 74074, USA
Phone (405) 743-0035
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Redrock Wealth Advisors
Location 3424 NW 178th St, Edmond, OK 73012, USA
Phone (405) 920-6773
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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
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Hancuff Wealth Management Group
Location 2964 Via Esperanza, Edmond, OK 73013, USA
Phone (405) 858-2006
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Cornerstone Wealth Management
SEC File# 801-123282
CRD# 313269
5 out of 5
Location 869 E 33rd St, Edmond, OK 73013, USA
Phone (405) 768-1201
Time Monday: 8:00 AM – 5:00 PM Tuesday: 8:00 AM – 5:00 PM Wednesday: 8:00 AM – 5:00 PM Thursday: 8:00 AM – 5:00 PM Friday: 8:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
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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
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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Arvest Asset Management
1 out of 5
Location 2025 Sonoma Park Dr, Edmond, OK 73013, USA
Phone (405) 421-6205
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Cornerstone Capital Management
5 out of 5
Location 2569 S Kelly Ave Suite #100, Edmond, OK 73013, USA
Phone (405) 444-9067
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HEIDENREICH WEALTH GROUP
Location 1409 NW 150th St, Edmond, OK 73013, USA
Phone (405) 563-7711
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Ward Wealth Management Services
Location 110 W Hall of Fame Ave, Stillwater, OK 74075, USA
Phone (405) 372-8440
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Wealth Management in Logan County, OK

Where Wealth Management Advisors in Logan County, OK Serve

Logan County, OK is a vibrant and bustling area that offers a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the historic Guthrie downtown district to the scenic Lake Carl Blackwell, Logan County has something for everyone. Some of the top employers in the area include the Logan County Health Department, the Oklahoma Department of Transportation, and the Guthrie Public Schools. Major highways and streets such as Interstate 35 and State Highway 33 make travel in and out of the county a breeze. Neighborhoods such as Prairie Grove and Cimarron City offer a variety of housing options for residents. Whether you're looking for a peaceful retreat or a bustling urban environment, Logan County, OK has it all.

Services Provided by Wealth Management Companies

Banks and Credit Unions

Residents of Logan County, OK can benefit from a bank in numerous ways. One of the most common ways is through access to financial services that can help them manage their money effectively. With a bank, residents can open savings and checking accounts, apply for loans, and invest in various financial products. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. This is particularly important in Logan County, where the economy is largely driven by agriculture and oil production. With the fluctuating prices of these commodities, residents need a bank that can help them navigate the ups and downs of the market. Furthermore, a bank can provide a safe and secure place for residents to store their money, protecting them from theft and other financial risks. Overall, a bank can be a valuable resource for the residents of Logan County, helping them to achieve their financial goals and build a more secure future for themselves and their families.

Insurance Broker

Residents of Logan County, OK can benefit greatly from the services of an insurance broker. With the county's population steadily growing, an insurance broker can help residents navigate the complex world of insurance and find the best policies to fit their needs. Specifically, Logan County is known for its agriculture industry, and an insurance broker can help farmers protect their crops and livestock from unexpected events such as natural disasters or disease outbreaks. Additionally, with the county's close proximity to Oklahoma City, an insurance broker can assist residents in finding affordable and comprehensive health insurance policies, which can be especially important for those who commute to the city for work. Overall, an insurance broker can provide invaluable assistance to Logan County residents in securing the proper insurance coverage to protect their assets and well-being.

Retirement Planning

Residents of Logan County, OK can benefit greatly from the expertise of a retirement planner. With a population of over 45,000 people, Logan County is home to many hard-working individuals who are looking to secure their financial future. A retirement planner can assist these individuals in creating a comprehensive retirement plan that takes into account their unique circumstances, such as any pensions or retirement benefits they may be entitled to. Additionally, a retirement planner can help residents of Logan County navigate the complex world of Social Security and Medicare, ensuring that they are receiving all of the benefits they are entitled to. With a retirement planner's guidance, residents of Logan County can make informed decisions about their retirement savings and investments, helping them to achieve their long-term financial goals.

Financial Advisor

Residents of Logan County, OK could greatly benefit from the expertise of a financial advisor in managing their finances. With a population of over 47,000 people, Logan County is a rapidly growing area that is home to a diverse community. One specific challenge that residents face is the high cost of living, which can make it difficult to save money and plan for the future. A financial advisor can help by providing guidance on budgeting, saving, and investing strategies that are tailored to the unique needs of each individual or family. Additionally, many residents in Logan County may be self-employed or work in industries with irregular income streams, making it even more important to have a solid financial plan in place. A financial advisor can help navigate these challenges and provide peace of mind by helping residents to build a secure financial future.

Mortgage Loan Officer

Residents of Logan County, OK can benefit from the expertise of a mortgage loan officer in a multitude of ways. With the county's population growing steadily in recent years, a loan officer can help residents navigate the increasingly complex world of home financing. From first-time homebuyers to seasoned investors, a loan officer can provide personalized guidance on everything from credit scores and down payments to interest rates and loan terms. Additionally, with Logan County's unique mix of rural and suburban areas, a loan officer can offer customized solutions to meet the specific needs of each individual client. Whether it's securing a loan for a sprawling ranch or a cozy bungalow, a mortgage loan officer can help residents of Logan County, OK achieve their dreams of homeownership.

Tax Services

Residents of Logan County, OK could greatly benefit from the assistance of a tax advisor. With the county's diverse economy, ranging from agriculture to healthcare, tax laws can become complicated and difficult to navigate. A tax advisor can help residents understand the specific deductions and credits available to them, such as the Oklahoma Agricultural Exemption or the Oklahoma Capital Gains Deduction. Additionally, with the county's increasing population and growth in the housing market, a tax advisor can assist residents in understanding the tax implications of buying and selling property. With their expertise and knowledge of tax laws, a tax advisor can provide invaluable guidance to residents of Logan County, ensuring they are taking full advantage of all available tax benefits and avoiding any potential penalties.

Estate Planning Lawyer

Residents of Logan County, OK can benefit from the services of an estate planning lawyer in various ways. Firstly, an estate planning lawyer can assist in creating a comprehensive estate plan that includes the drafting of a will, trust, and power of attorney. This is particularly important in Logan County, which has a high population of farmers and ranchers who may have unique estate planning needs. Secondly, an estate planning lawyer can help residents minimize their estate taxes and avoid probate, which can be a lengthy and costly process. Additionally, an estate planning lawyer can provide guidance on long-term care planning, including Medicaid planning and nursing home care. Overall, an estate planning lawyer can provide invaluable assistance to residents of Logan County, OK, ensuring that their assets are protected and their wishes are carried out in the event of incapacitation or death.

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