TOP 10 Asset management in Edmond, OK
31 results found
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Fifth Avenue Insurance and Risk Management
● ClosedFifth Avenue Insurance and Risk Management is a reputable insurance agency located at 14033 North Eastern Avenue in Edmond, Oklahoma, United States. With a focus on providing comprehensive insurance solutions and expert risk management services, our dedicated team is committed to helping clients protect their assets and achieve peace of mind. Whether you are looking for personal insurance coverage or business risk management strategies, Fifth Avenue Insurance is here to assist you every step of the way. Contact us today to learn more about our tailored insurance solutions and how we can help you mitigate risks and safeguard your future.
14033 N Eastern Ave, Edmond, OK 73013, United States -
United Insurance and Risk Management
● ClosedUnited Insurance and Risk Management is a leading insurance agency located at 2500 South Broadway in Edmond, Oklahoma. Our team of experienced professionals is dedicated to providing comprehensive insurance solutions to protect our clients from various risks. With a focus on personalized service and tailored coverage options, we strive to ensure that our clients have peace of mind knowing that their assets and liabilities are adequately protected. Whether you are looking for auto, home, business, or life insurance, United Insurance and Risk Management is here to help you navigate the complex world of insurance and find the best coverage for your needs. Contact us today to learn more about how we can help you safeguard your future.
2500 S Broadway #132, Edmond, OK 73013, United States -
Arvest Asset Management
● ClosedArvest Asset Management is a financial institution located at 1501 West Edmond Road in Edmond, Oklahoma, United States. As a bank specializing in asset management, they offer a range of financial services to help individuals and businesses grow and protect their wealth. With a team of experienced professionals, Arvest Asset Management provides personalized investment strategies and financial planning to meet the unique needs of their clients. Whether you are looking to plan for retirement, save for a major purchase, or build a diversified investment portfolio, Arvest Asset Management is committed to helping you achieve your financial goals.
1501 W Edmond Rd, Edmond, OK 73003, United States -
Perissos Private Wealth Management
● ClosedPerissos Private Wealth Management, located at 15310 North May Avenue in Edmond, Oklahoma, is a finance institution dedicated to unifying Financial Planning, Tax Planning, Estate Planning, and professional Investment Management into a seamless experience for clients. Our mission is to empower clients by integrating every facet of their financial lives, from retirement dreams to estate aspirations, strategic tax planning to expert investment management. We have been named one of Oklahoma's Best Financial Advisory Firms in 2023, offering comprehensive wealth management services that bring the Family Office Framework to all clients. Our team of experts collaborates to develop personalized strategies aimed at minimizing tax liabilities, preserving wealth, and achieving long-term financial goals with confidence. With a focus on risk management and long-term growth, we construct diversified portfolios designed to generate consistent returns in varying market conditions. Our partnership with seasoned CPAs ensures the seamless integration of tax planning into your financial strategy. At Perissos, you will work with a Financial Advisor (CFA charterholder) to oversee the financial planning and investment management process, providing you with the depth of training and knowledge needed to navigate the complexities of the financial landscape. Our team, led by founder Brandon, is committed to bridging the gap between financial planning, tax planning, estate planning, and asset management, providing comprehensive private wealth management services tailored to each client's unique goals. Embark on a journey towards financial empowerment with Perissos Private Wealth Management today.
15310 N May Ave, Edmond, OK 73013, United States -
Cornerstone Wealth Management
● ClosedCornerstone Wealth Management is a leading financial institution located at 869 East 33rd Street in Edmond, Oklahoma, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are planning for retirement, investing for the future, or managing your assets, Cornerstone Wealth Management provides personalized and comprehensive financial solutions tailored to your individual needs. Trust us to be your partner in building and preserving your wealth.
869 E 33rd St, Edmond, OK 73013, United States -
Cornerstone Capital Management
● ClosedCornerstone Capital Management is a finance institution located at 2451 South Kelly Avenue in Edmond, Oklahoma, United States. At CRS, they specialize in building personalized Rock-Solid Retirement Plans based on four cornerstones that contribute to the stability and longevity of your retirement. Their 5-step process involves fiduciary advisors guiding you through creating a plan that provides security, freedom, confidence, and peace of mind as you navigate through retirement. With a focus on lifestyle preservation, asset protection, extended care solutions, health care, and estate planning, they aim to maximize tax efficiency and protect your assets. President & Founder Derek Colton, with years of experience and expertise, leads a team dedicated to helping clients protect and grow their retirement funds. By avoiding common investing mistakes and offering strategies to participate in market gains while minimizing risks, they ensure clients can "Sleep Well At Night" (SWAN) knowing their financial future is secure. Visit their website to request a Rock Solid Retirement Planning Guide and receive a free copy of Derek's Amazon Best-Selling Book.
2451 S Kelly Ave Suite #150, Edmond, OK 73013, United States -
Commonwealth Capital Management LLC
● OpenCommonwealth Capital Management LLC is a finance institution located at 320 North Broadway in Edmond, Oklahoma, United States. As a leading financial management company, Commonwealth Capital Management LLC offers a wide range of services to help individuals and businesses achieve their financial goals. With a team of experienced professionals, they provide personalized investment strategies, wealth management solutions, and financial planning services. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Commonwealth Capital Management LLC is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.
320 N Broadway, Edmond, OK 73034, United States -
Fifth Avenue Wealth Management
● ClosedFifth Avenue Wealth Management is a premier financial institution located at 14033 North Eastern Avenue in Edmond, Oklahoma, United States. Specializing in wealth management services, our team of experienced professionals is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Fifth Avenue Wealth Management offers personalized solutions tailored to your unique needs. Trust us to provide you with expert guidance and support as you navigate the complexities of the financial world. Visit us today to start your journey towards financial success.
14033 N Eastern Ave, Edmond, OK 73013, United States -
Thomas Webber - State Farm Insurance Agent
● ClosedThomas Webber - State Farm Insurance Agent is a trusted insurance agency located at 3925 East Memorial Road in Edmond, Oklahoma. As a third-generation State Farm agent, Thomas Webber is dedicated to providing exceptional service to the community. With over 25 years of combined experience, the team at this agency is committed to helping clients manage the risks of everyday life and ensure that life goes right. Thomas Webber and his team offer a wide range of insurance products, including auto, home, commercial, life, and health insurance. They take the time to explain coverage options and tailor policies to meet the specific needs of each individual client. Whether you are looking to protect your home, car, or business, Thomas Webber State Farm is here to help.
3925 E Memorial Rd, Edmond, OK 73013, United States -
Shelter Insurance Oklahoma CIty, OK Claims Branch
● ClosedShelter Insurance Oklahoma City, OK Claims Branch is a reputable insurance agency located at 15509 North May Avenue in Edmond, Oklahoma. Our dedicated team of professionals is committed to providing top-notch customer service and handling insurance claims efficiently. With our years of experience and expertise in the industry, we strive to ensure that our clients receive the support and assistance they need during difficult times. Visit us today to learn more about our insurance services and how we can help protect you and your assets.
15509 N May Ave, Edmond, OK 73013, United States -
Burr Law Offices, PLLC
● ClosedBurr Law Offices, PLLC, located at 128 West Hefner Road in Oklahoma City, Oklahoma, is a reputable institution specializing in civil litigation and family law, including divorce. Serving clients in Oklahoma City, Edmond, and the surrounding areas, their dedicated team of lawyers is committed to protecting the rights and interests of everyday people during critical periods in their lives. With a focus on family law, Burr Law Offices, PLLC understands the importance of family and strives to provide quality legal representation to individuals facing challenging family matters such as divorce, child custody disputes, and guardianship issues. Their experienced lawyers work tirelessly to negotiate fair settlements and, if necessary, advocate for clients in Oklahoma courtrooms.
128 W Hefner Rd, Oklahoma City, OK 73114, United States -
Horizon Financial Services Inc.
● OpenHorizon Financial Services Inc. is a leading finance institution located at 315 West Edmond Road in Edmond, Oklahoma, United States. With a strong reputation for providing top-notch financial services, Horizon Financial is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, our team of experienced professionals is here to help. Visit us today to learn more about how Horizon Financial Services can support your financial needs.
315 W Edmond Rd, Edmond, OK 73003, United States -
Chisholm Trail Wealth Planning
● ClosedChisholm Trail Wealth Planning is a finance institution located at 16364 Muirfield Place in Edmond, Oklahoma, United States. Our team of experienced financial advisors are dedicated to helping clients navigate the complexities of wealth management and financial planning. Whether you are looking to grow your investments, plan for retirement, or protect your assets, we are here to provide personalized solutions to help you achieve your financial goals. Contact us today to schedule a consultation and take the first step towards securing your financial future.
16364 Muirfield Pl Suite 150, Edmond, OK 73013, United States -
HEIDENREICH WEALTH GROUP
● OpenHeidenreich Wealth Group is a leading finance institution located at 1409 Northwest 150th Street in Edmond, Oklahoma, United States. With a focus on financial planning and wealth management, our team of experienced professionals is dedicated to helping clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Heidenreich Wealth Group offers personalized solutions to meet your needs. Contact us today to learn more about how we can help you secure a prosperous financial future.
1409 NW 150th St, Edmond, OK 73013, United States -
Skyward Financial Solutions
● ClosedSkyward Financial Solutions is a leading finance institution located at 15208 Traditions Boulevard in Edmond, Oklahoma, United States. We specialize in providing comprehensive financial solutions to individuals and businesses looking to achieve their financial goals. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the financial world and make informed decisions that will secure their financial future. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, Skyward Financial Solutions is here to help. Contact us today to learn more about how we can help you reach new heights with your finances.
15208 Traditions Blvd, Edmond, OK 73013, United States -
Forge Financial
● ClosedForge Financial is a finance institution located at 2901 South Bryant Avenue in Edmond, Oklahoma. As Oklahoma's longest tenured Dave Ramsey SmartVestor Pro, we are dedicated to helping our clients with investing and financial planning for retirement using faith-based principles. Our team believes in forming personal relationships with our clients to help them make wise financial decisions and establish goals for their financial future. With over 20 years of experience working with Dave Ramsey, we have integrated his Baby Steps into our DNA and business practices. When you choose Forge Financial as your SmartVestor Pro, you can trust that you will have a team of professionals committed to educating, empowering, and helping you reach your investment goals. We offer comprehensive investment strategies, insurance planning, estate planning, and tax advice to support you in achieving your financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Forge Financial Services, LLC. We take a holistic view of your financial goals, considering your assets, beliefs, and principles, and manage risks associated with potential losses. Our goal is to help you be successful and retire with dignity.
2901 S Bryant Ave, Edmond, OK 73013, United States -
David Dick Financial, LLC
● ClosedDavid Dick Financial, LLC is a reputable finance institution located at 30 East Campbell Street in Edmond, Oklahoma, United States. With a commitment to providing top-notch financial services, our team of experts is dedicated to helping clients achieve their financial goals. Whether you are looking for investment advice, retirement planning, or assistance with managing your assets, David Dick Financial, LLC is here to help. Trust us to provide personalized solutions tailored to your unique needs and circumstances. Contact us today to schedule a consultation and take the first step towards securing your financial future.
30 E Campbell St suite 260, Edmond, OK 73034, United States -
Transcendent Capital Group
● ClosedTranscendent 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.
1008 S Bryant Ave Suite 250, Edmond, OK 73034, United States -
Alliance Insurance and Consulting
● ClosedAlliance Insurance and Consulting is a reputable institution located at 1603 East 19th Street in Edmond, Oklahoma, United States. We specialize in providing comprehensive insurance solutions and expert consulting services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the insurance industry and make informed decisions to protect their assets and achieve their financial goals. With a commitment to personalized service and a focus on building long-lasting relationships, Alliance Insurance and Consulting is your trusted partner in risk management and financial planning.
1603 E 19th St Suite 103, Edmond, OK 73013, United States -
Cornerstone Planning Group Llc
● ClosedCornerstone Planning Group LLC is a finance and insurance agency located at 805 East 33rd Street in Edmond, Oklahoma, United States. With a focus on providing comprehensive financial planning services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Cornerstone Planning Group LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
805 E 33rd St, Edmond, OK 73013, United States -
Edward Jones - Financial Advisor: Brett A Thompson, CFP®
● ClosedEdward Jones - Financial Advisor: Brett A Thompson, CFP® is a reputable financial institution located at 17300 North May Avenue in Edmond, Oklahoma, United States. Specializing in finance, their experienced advisor, Brett A Thompson, is a Certified Financial Planner (CFP®) who provides personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is a trusted name in the industry for individuals seeking expert financial advice and guidance.
17300 N May Ave Suite B, Edmond, OK 73012, United States -
Edward Jones - Financial Advisor: Candace R Hobbs, CFP®|AAMS™
● ClosedEdward Jones - Financial Advisor: Candace R Hobbs, CFP®|AAMS™ is a reputable financial institution located at 203 East Main Street in Edmond, Oklahoma. Specializing in providing personalized financial planning and investment services, Candace R Hobbs is a Certified Financial Planner and Accredited Asset Management Specialist. With a focus on building long-term relationships with clients, Edward Jones - Financial Advisor offers expert guidance and tailored solutions to help individuals and families achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Candace R Hobbs and her team are dedicated to providing professional advice and support every step of the way. Visit their office today to start planning for a secure financial future.
203 E Main St, Edmond, OK 73034, United States -
Raymond James Financial Services
● OpenRaymond James Financial Services is a reputable finance institution located at 301 North Bryant Avenue in Edmond, Oklahoma, United States. As a trusted financial services provider, they offer a wide range of investment and wealth management solutions to help clients achieve their financial goals. With a team of experienced professionals, Raymond James Financial Services is dedicated to providing personalized and comprehensive financial advice to individuals and businesses alike. Whether you are looking to plan for retirement, grow your investments, or protect your assets, Raymond James Financial Services can help you navigate the complexities of the financial world with confidence and peace of mind.
301 N Bryant Ave STE 100, Edmond, OK 73034, United States -
Greg Hester - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedGreg Hester - Financial Advisor, Ameriprise Financial Services, LLC is a finance institution located at 16311 Sonoma Park Drive, Edmond, Oklahoma, United States. Greg Hester holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, Behavioral Financial Advisor, CAP®, CAS®, CASL®, Certified Divorce Financial Analyst, Certified Estate Planner™, Certified Exit Planning Advisor®, Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Certified Fund Specialist, Chartered Financial Consultant®, Chartered Special Needs Consultant, Certified Investment Management Analyst®, Certified Kingdom Advisor®, Certified in Long-Term Care, and Chartered Life Underwriter Designation®. These certifications demonstrate Greg Hester's expertise in various financial areas including asset management, retirement planning, estate planning, investment strategies, and more. With a focus on ethical practices and comprehensive financial planning, Greg Hester is dedicated to providing top-notch financial advice and services to individuals, retirees, small business owners, high net worth clients, and those with special financial needs.
16311 Sonoma Park Dr Ste B, Edmond, OK 73013, United States -
Drew McGarraugh - Financial Advisor, Ameriprise Financial Services, LLC
● ClosedDrew McGarraugh - Financial Advisor at Ameriprise Financial Services, LLC, located at 16311 Sonoma Park Drive in Edmond, Oklahoma, United States, offers a wide range of financial services to meet the needs of individuals and businesses. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Drew McGarraugh is equipped to provide expert advice on asset management, retirement planning, estate planning, and investment strategies. Specializing in areas such as domestic partnerships, estate planning, and retirement, Drew McGarraugh is dedicated to helping clients achieve their financial goals. Whether you are a retiree, small business owner, high net worth individual, or someone planning for the future, Drew McGarraugh has the expertise to guide you towards financial success. Contact Drew McGarraugh - Financial Advisor at Ameriprise Financial Services, LLC today to learn more about how they can help you secure your financial future.
16311 Sonoma Park Dr Ste B, Edmond, OK 73013, United States -
Cornerstone Wealth Services OKC
● ClosedCornerstone Wealth Services OKC is a finance institution located at 2908 Via Esperanza in Edmond, Oklahoma. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are looking to plan for retirement, invest for the future, or protect your assets, we are here to help. With a focus on integrity and transparency, Cornerstone Wealth Services OKC is committed to building long-term relationships with our clients based on trust and sound financial advice. Contact us today to learn more about how we can help you secure your financial future.
2908 Via Esperanza, Edmond, OK 73013, United States -
Cetera Advisor Networks LLC
● OpenCetera Advisor Networks LLC is a financial institution located at 1709 West 33rd Street in Edmond, Oklahoma, United States. As a part of Cetera Financial Group, they provide a wide range of financial services and solutions to help individuals and businesses achieve their financial goals. With a team of experienced advisors, they offer personalized financial planning, investment management, retirement planning, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Cetera Advisor Networks LLC can help you navigate the complexities of the financial world and make informed decisions for your future.
1709 W 33rd St, Edmond, OK 73013, United States -
Edward Jones - Financial Advisor: Hunter M Cottle, AAMS™
● ClosedEdward Jones - Financial Advisor: Hunter M Cottle, AAMS™ is a reputable finance institution located at 1057 North Bryant Avenue in Edmond, Oklahoma, United States. Hunter M Cottle is a knowledgeable and experienced financial advisor who holds the Accredited Asset Management Specialist™ (AAMS™) designation. With a focus on personalized financial planning and investment strategies, Edward Jones provides top-notch services to help clients achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or build wealth for the future, Hunter M Cottle and his team are dedicated to providing expert guidance and support every step of the way.
1057 N Bryant Ave Ste 150, Edmond, OK 73034, United States -
LPL Financial
● ClosedLPL Financial is a finance institution located at 1300 East 9th Street in Edmond, Oklahoma, United States. They offer a wide range of financial services including investment planning, retirement planning, and wealth management. With a team of experienced financial advisors, LPL Financial is dedicated to helping clients achieve their financial goals and secure their financial future. Whether you are looking to grow your investments, plan for retirement, or protect your assets, LPL Financial can provide personalized solutions to meet your needs.
1300 E 9th St Suite 10, Edmond, OK 73034, United States -
The Advisors Raymond James
● ClosedThe Advisors Raymond James is a finance institution located at 2417 South Bryant Avenue in Edmond, Oklahoma, United States. Our team of experienced financial advisors is dedicated to providing personalized investment strategies and financial planning services to help our clients achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, our knowledgeable advisors are here to help. Contact us today to schedule a consultation and take the first step towards securing your financial future.
2417 S Bryant Ave, Edmond, OK 73013, United States
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