Laurels

Best Financial Advisors in Norman
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

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.

Norman, OK

Website

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: --

Clinton Wealth Management

Clinton Wealth Management

  • Estate Planning
  • Retirement Planning
  • Tax Planning

Clinton Wealth Management is a firm that offers financial planning and investment management for individuals in Norman and its surrounding areas. The company's investment management involves goal discovery, risk assessment, investment policy statement proposal, investment strategy implementation, and performance reporting. For its financial planning service, the firm creates a customized plan based on the clients' needs and goals. Other services include tax, business, and estate planning. Clinton Wealth Management's founder, Robert Clinton, has more than 35 years of experience in the financial planning industry.

1011 24th Avenue Northwest
Norman, OK 73069

Website

Website

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

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: A+

Diversified Wealth Management

Diversified Wealth Management

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

Diversified Wealth Management is a family-owned financial advisory company that serves retirees, professionals, and business owners in Norman. It offers financial planning, estate planning, retirement planning, business succession planning, and college planning. Its staff also assists with insurance and investment management. It takes a holistic approach to wealth management, implementing solutions that match the clients' financial goals and unique family situations. Managing director Kenny Divelbiss is a Life Underwriting Training Council Fellow and a Chartered Advisor in Philanthropy.

2720 Washington Drive
Norman, OK 73069

Website

Website

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+

Partners In Planning

Partners In Planning

  • Certified Financial Planner (CFP)
  • Retirement Planning

Partners In Planning is a team of financial advisors serving Norman and the nearby metros. This company offers services like cash flow budgeting and estate planning. Its team also provides insurance planning services for health, disability, and long-term care. Shayne Lester, the CEO of Partners In Planning, started his career in the financial industry in 1997. He then became a Certified Financial Planner in 2005. Lester is a member of the Norman Chamber of Commerce.

3311 West Rock Creek Road
Norman, OK 73072

Website

Website

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+

Sandi Hegeman

Sandi Hegeman

  • Estate Planning
  • Certified Financial Planner (CFP)

Sandi Hegeman is a financial advisor from NFA Wealth Management, a company that offers financial planning services. Serving Norman and the surrounding communities, the advisory firm creates a financial planning framework that fits the objectives of its clients. The planning includes investment management and budgeting. Other services from the company are asset protection, business planning, and wealth management. NFA Wealth Management started in 1981 as a business offering insurance and mutual funds until it evolved into a full wealth management company.

Norman, OK 78213

Website

Website

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+

Sigmon Pilkington Wealth Management

Sigmon Pilkington Wealth Management

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

Sigmon Pilkington Wealth Management provides financial advisory to the residents of Norman and nearby areas. It has financial specialists who help clients with wealth accumulation and preservation plans. The company delivers risk management, tax, business, and estate planning options. It provides customized trust services and has partnered with The Private Trust Company, N.A., an affiliate of LPL Financial, to help clients meet their needs. Principal and retirement counselor, Jeff Pilkington, is a member of the Rotary International, American Red Cross, and the American Institute of Banking.

825 Wall Street
Norman, OK 73069

Website

Website

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:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

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: A

Vault Wealth

Vault Wealth

  • Retirement Planning

Vault Wealth is a financial advisor that serves the Norman area and its surroundings. It offers integrated financial planning and investment management to its clients and uses a process known as the Vault Wealth System. This system focuses on coordinating the key areas of cash management, wealth planning, risk management, and legacy planning to create a comprehensive financial plan. Its clients include families, entrepreneurs, professionals, and retirees. Vault Wealth’s financial advisors, including its founder Luke Milholland, are Certified Financial Planners.

435 Northwest 23rd Street
Oklahoma City, OK 73103

Website

Website

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:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

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: A+

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