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Edmond, OKEdmond, OK
Arrow Investment Management provides financial planning services in the Edmond metro and nearby areas. It offers cash flow analysis, debt repayment, and budgeting solutions. The company also deals with account rebalancing and maintenance, tax-loss harvesting, and social security and Medicare optimization. In addition, its financial advisors serve clients who need estate planning services, which include wills and medical directives administration. Chief investment officer Jesse Carlucci is a CFP. He also worked as a university professor for eight years.
3030 NW Expressway, Suite 200, #421, Oklahoma City, OK 73112
Oklahoma City, OK 73112
The Burnett Financial Group has been serving clients in the Edmond metro and its surrounding areas since 2004. It provides financial, investment, risk management, retirement, and business planning services. Its team of advisors guides individuals, families, and business owners in developing and implementing solutions that meet their needs and allow them to achieve a secure future. The company's president, Ralph Burnett, who has over 25 years of industry experience, is an advisory board member of the FCA.
2569 S Kelly Ave, Edmond, OK 73013
Edmond, OK 73013
Capstone Triton Financial Group, LLC, serves communities throughout Edmond. It offers financial and investment counseling and assistance in retirement, estate, lifestyle, and insurance planning. The company aims to help its clients reach their financial goals, maintain financial stability, and achieve flexibility in their lifestyles. It utilizes a meticulous approach and collaborates with other professionals, such as accountants and attorneys, in developing and implementing tailored solutions. Its president is MBA degree holder Michael Dunham, who has promoted the use of 401(k) plans by small businesses in Oklahoma.
14614 Bogert Parkway, Oklahoma City, OK 73134
Oklahoma City, OK 73134
Castlepoint Wealth Advisors is an independent financial management firm that serves Edmond and the surrounding locations. Its team specializes in assisting individuals with over $2 million worth of liquid assets. They take into account clients' personal return and risk objectives and craft investment plans centered on tax efficiency. They also build diverse investment portfolios, which are invested in more than 12,000 companies across the globe. Castlepoint Wealth Advisors was founded by Kendall King, a CFP and Accredited Estate Planner with over 15 years of experience.
9112 N. Kelley Avenue Suite B2, Oklahoma City, OK 73131
Oklahoma City, OK 73131
F.I.G. Financial Advisory Services, Inc. is a firm that provides wealth management and financial planning services in Edmond. The team provides guidance to clients on matters like finding the right investments and saving up for retirement or for their child's college fund. F.I.G. Financial Advisory Services was founded in 1983 and has continuously updated its service by using technology for its MyWealth Platform. This allows clients to monitor their insurance policies, investments, and bank accounts in a single log-in.
14620 Hertz Quail Springs Pkwy, Oklahoma City, OK 73134
Oklahoma City, OK 73134
Hughes Warren aids individuals, families, and small businesses within Edmond with their financial planning and wealth management needs. Founded in 2007, the firm helps clients navigate through the financial planning process, offering assistance with asset allocation, the construction of an investment portfolio, and the selection of a manager to keep track of the portfolio. Its presidents, Melinda Warren and Ted Hughes, are both Certified Financial Planners who have more than 50 years of combined experience in financial and estate planning.
16350 Muirfield Place, Edmond, Ok 73013
Edmond, Ok 73013
Ironhorse is a wealth management company that serves clients in Edmond. It works to address various areas through financial planning, like funding for college education and retirement. The company also manages its clients' portfolios and helps diversify investments to meet lifestyle objectives. Other services include tax and insurance planning. Steve Kaestner, the company's owner, has over three decades of experience in the financial services industry. He is a certified public accountant and served as the director of the non-profit organization Oklahoma Venture Forum.
15401 N. May Ave, Suite 500, Edmond, OK 73013
Edmond, OK 73013
M Advisor is a financial services firm serving Edmond. It caters its services to business owners, executives, and medical professionals. The company offers customized financial plans which encompass business, estate, tax, and retirement planning as well as insurance and investments. Its advisors also handle investment management and assist clients in building portfolios aligned to their financial goals. They also assist them with decisions regarding insurance policies and manage existing ones. M Advisor is founded by son and father duo, Derrick and Paul Morton.
11212 N. May Avenue Suite 104, Oklahoma City, OK 73120
Oklahoma City, OK 73120
Raymond James Financial Services, Inc., helps clients reach their financial objectives in Edmond. The firm provides families, retirees, business owners, and corporations with comprehensive financial planning. The process includes understanding a client’s risk tolerance and choosing suitable investment vehicles. It also offers education, retirement, longevity, estate, and business planning. In addition, the business assists generous clients through charitable giving strategies. Founder Ancel Airington is a CPA with over 32 years of experience. He served on the UCO Foundation's board of trustees.
301 N. Bryant Avenue, Edmond, OK 73034
Edmond, OK 73034
Retirement Investment Advisors, Inc., offers services to assist clients in Edmond in navigating their retirement path. It aids in creating a road map starting from initial consultation, discussion of recommended options, and new account creation, to review and alignment of plans. Its advisors work with people who are already retired, assessing their needs to update their plans. They offer information about tax planning and social security benefits. CEO Randy L. Thurman, a CFP and CPA, has been in the industry since 1986.
2952 Via Esperanza, Edmond, OK 73013
Edmond, OK 73013
Rimmer Retirement Advisors is a financial advisory firm that serves the Edmond metro. It provides personalized financial planning services to help clients achieve their goals and investment management services tailored to clients' risk preferences. Its team of financial advisors also assists in life insurance needs analysis, long-term care planning, and legacy building through estate planning. Stephen Rimmer, the managing partner, established the firm in 2006. He previously served as president of the Central Oklahoma Financial Planning Association.
13158 N MacArthur Blvd., Oklahoma City, OK 73142
Oklahoma City, OK 73142
Trajan Wealth is an independent financial advisory company serving individuals and families in the Edmond metro. Its advisors take the time to understand clients' financial goals and educate them on the available solutions. It offers wealth management services that include tactical investment management, high-yield saving account management, and tax planning. The company also renders retirement and estate planning services. Udayan Mitra, a Certified Financial Advisor, has been in the investment management industry for over two decades. He has a Master's degree in Finance.
301 Lilac Dr, Suite #120, Edmond, OK 73034
Edmond, OK 73034
Serving Edmond and the surrounding areas, Womack Investment Advisers is a company that offers financial planning and wealth management services. The company offers IRAs and 401k retirement plan options to help clients gain financial freedom after retirement. Its team of professionals can also help clients with portfolio management. Other services the company offers include insurance, estate, tax, and investment planning. Womack Investment Advisers has been in the financial services business for more than 30 years.
1366 E 15th St, Edmond, OK 73013
Edmond, OK 73013