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Best Financial Advisors in Lawton, OK

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Lawton Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

27Reviewed

18Curated

5Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo

SmartAdvisor by SmartAssetExpertise.com

Lawton, OK
Free Consultation

Expertise.com Rating

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

  • Estate Planning
  • Investment Management
  • Financial Planning
  • Retirement Planning

Lawton, OK

Expertise.com Rating

Why choose this provider?

Need help contacting a Financial Advisor in Lawton? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

3104 Shady Lane Drive, Anadarko, OK 73005

Expertise.com Rating

Why choose this provider?

Richard J. Ross is a financial advisor serving the Lawton area. He assists customers in achieving their financial goals by providing them with retirement, tax, 401(k) and 403(b), college, estate, and money purchase planning. Ross also develops, implements, and monitors a strategy to handle clients' financial issues. Investment, insurance, and tax preparation are among his other offerings. Richard is a certified public accountant and a personal financial specialist. He works for Avantax Wealth Management, a firm founded with over $83 billion in customer assets.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

901 Indiana, Suite 450, Wichita Falls, TX 76301

Expertise.com Rating

Why choose this provider?

Herbert R. Smith & Company offers financial planning in the Lawton metro. The firm designs investment strategies around its clients' individual situations to better help them establish and attain their financial goals. It caters to a wide range of clients, which include individuals, families, trusts, and foundations. Clients can also ask about developing a plan for the effective transfer of one's assets at the time of death through estate planning. Herbert R. Smith & Company has been in the industry for over 40 years.

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning

802 SW A Ave, Lawton, OK 73501

Expertise.com Rating

Review Sources

Facebook
5.0 (18)
Google
4.3 (4)
Yelp
5.0 (1)

Why choose this provider?

Core provides several services that help clients in Lawton in putting their business finances in order. It works with individuals throughout the year to plan and manage their tax liabilities. With a proactive approach, its advisors offer guidance in avoiding tax, payroll, and cash flow problems before they occur. The company utilizes proprietary AI software in predicting taxable income and a technological system to give clients mobile access to their documents. Its core wealth management service offers solutions in gathering assets outside the business.

  • Private Wealth Advisor

Compare our Top Financial Advisors

NameExpertise RatingAddressPromotionsLearn more
SmartAdvisor by SmartAsset
Lawton, OKFree Consultation
Richard J. Ross, CPA PFS
3104 Shady Lane Drive, Anadarko, OK 73005
Herbert R. Smith & Company
901 Indiana, Suite 450, Wichita Falls, TX 76301
Core
802 SW A Ave, Lawton, OK 73501

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Can you get tax deductions for a weight loss program in Lawton?

    Yes, a tax deduction will apply to your payment for a weight loss program in Lawton, exclusive of anything you spend on club memberships or food. However, this is only valid if your enrollment is due to a medical reason. It has to be part of the treatments you are undergoing for conditions like heart disease or diabetes. If you enroll in the program simply because you want to get fit, your payment will not qualify for a deduction.

  • Can you still file a joint tax return in Lawton after the death of your spouse?

    Yes. In Lawton, the “Married Filing Jointly” status you previously had with the IRS stands if you have not remarried from the date of your spouse’s death until the last date of that tax year. You can still take advantage of the lower tax rates available to couples based on your combined income.

  • You want to travel the world when you retire. Why should you hire a Lawton financial professional?

    If country-hopping is one of your retirement goals, you might no longer have the time and energy to handle and track your finances. Hiring a professional in Lawton, such as a portfolio manager or an investment advisor, can take this burden off your back. It will give you peace of mind that your retirement savings are secure, growing, and being attended to, even when you are away for long periods of time.

  • Where can you start searching for a lost retirement account in Lawton?

    If you still have the company’s contact details, call its human resources department and ask for assistance. Several online resources are also available where you can look up a lost or forgotten retirement account in Lawton. The National Registry of Unclaimed Retirement Benefits holds data from the Department of Labor and employers across the country. FreeERISA may turn something up in case the previous employer had rolled over the funds to an Individual Retirement Account (IRA).

  • How can you effectively implement a personal budget in Lawton?

    Account in your budget for every dollar you are earning and spending in Lawton. Even if you don’t spend much on your favorite cup of coffee, you should track it to see how small expenses add up. Stick to your budget. Refrain from overspending unless you have found another income source, in which case you need to review and update your budget. Discipline is a must in drawing the line between available funds, emergency funds, and savings.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.