Transcendent Capital Group
1008 South Bryant Avenue, Edmond, OK 73034
Location & Phone number
1008 S Bryant Ave Suite 250, Edmond, OK 73034, United States
About the Business
Transcendent Capital Group, located in Edmond, Oklahoma, is a finance institution that believes in tailoring financial advisory services to meet the unique needs of each client, whether individuals, families, or institutions. With a personal approach and robust capabilities, they create customized investment strategies and deliver quality service with every plan presented. Comprehensive planning goes beyond just investments, offering in-depth analysis of all financial aspects to create personalized plans. Diversification across asset classes and alternative options are emphasized to help clients meet long-term objectives while balancing risk and return.
The institution offers cash strategies and lending solutions through Raymond James and Raymond James Bank, providing personalized service and understanding of clients' needs. Whether managing personal wealth or transitioning a business, the team focuses on strategic thinking and opportunities for success. Additionally, they provide a suite of cash management, banking, and lending tools to help clients take advantage of unique opportunities.
Planning for retirement and longevity in retirement is a key focus, along with managing assets for future generations or charitable giving. The team of professionals offers guidance on alternative investments, fixed income, annuities, and other traditional offerings to support clients' goals. Sustainable investing options are also available for those interested in ESG criteria and impact investing.
With a commitment to serving as stewards of clients' wealth, Transcendent Capital Group offers tailored plans and strategies to protect and grow assets. By assessing risks and building contingency plans, they help clients navigate life's complexities with confidence. Consultation with a financial advisor is recommended before implementing any strategies, as investments involve risk and past performance is not indicative of future results.
Photos
Hours open
Monday:
8:30 AM - 4:45 PM
Tuesday:
8:30 AM - 4:45 PM
Wednesday:
8:30 AM - 4:45 PM
Thursday:
8:30 AM - 4:45 PM
Friday:
8:30 AM - 3:45 PM
Saturday:
Closed
Sunday:
Closed
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