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Best Financial Advisors in Lawton

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802 SW A Ave, Lawton, OK 73501
Lawton, OK 73501
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  • Private Wealth Advisor

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.

802 SW A Ave, Lawton, OK 73501
Lawton, OK 73501

InstagramWebsite(866) 434-4576

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We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

3 (Best)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A

Detail: --

710 Lamar St Ste 101, Wichita Falls, TX 76301
Wichita Falls, TX 76301
  • Finance Planning

Debi Walters provides financial advising services to Lawton and the surrounding communities. She offers financial planning assistance to help clients manage their wealth before or during life transitions, such as getting married, welcoming a child, funding children's education, ending marriages, or losing or changing jobs. In addition, she focuses on establishing estate plans for individuals who wish to prepare for the future needs of their loved ones. Walters is a financial representative at Northwestern Mutual that caters to individuals and businesses.

710 Lamar St Ste 101, Wichita Falls, TX 76301
Wichita Falls, TX 76301

Website(940) 723-1282

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

901 Indiana, Suite 450, Wichita Falls, TX 76301
Wichita Falls, TX 76301
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Financial Planning
  • Wealth Management

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.

901 Indiana, Suite 450, Wichita Falls, TX 76301
Wichita Falls, TX 76301

Website(940) 723-5565

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

3104 Shady Lane Drive, Anadarko, OK 73005
Anadarko, OK 73005
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Retirement Planning

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.

3104 Shady Lane Drive, Anadarko, OK 73005
Anadarko, OK 73005

Website(405) 638-0395

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We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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