Family planning in Edmond, Oklahoma
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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 -
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 -
Northwestern Mutual Financial
● ClosedNorthwestern Mutual Financial is a finance and insurance agency located at 1409 Northwest 150th Street, Edmond, Oklahoma, United States. Our financial advisors are dedicated to protecting your family and helping you achieve your goals. We offer personalized plans that balance your current and future priorities, including investments and insurance options tailored to your needs. With top ratings from major financial strength agencies and recognition as the Best Life Insurance Company for Customer Experience, you can trust us to provide a wide range of financial options designed for your success. Our advisors will guide you through life events and help you plan for the future, whether you're saving for college, buying a house, or preparing for retirement.
1409 NW 150th St, Edmond, OK 73013, United States -
Edward Jones - Financial Advisor: Chad W Mikles
● OpenEdward Jones - Financial Advisor: Chad W Mikles is a reputable financial institution located at 17730 North Macarthur Boulevard in Edmond, Oklahoma. As a trusted financial advisor, Chad W Mikles provides personalized investment strategies and financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Chad W Mikles is dedicated to helping individuals and families navigate the complexities of the financial world. Whether you are planning for retirement, saving for college, or investing for the future, Chad W Mikles and his team are committed to providing expert guidance and support every step of the way.
17730 N MacArthur Blvd C, Edmond, OK 73012, United States -
Gary Gayden - Financial Advisor, Ameriprise Financial Services, LLC
● OpenGary Gayden - Financial Advisor at Ameriprise Financial Services, LLC is located at 16311 Sonoma Park Drive in Edmond, Oklahoma, United States. We offer personalized financial advice and services to help you achieve your financial goals. If you have questions or would like to schedule a complimentary initial consultation, please get in touch with us. Our background and qualification information can be found on FINRA's BrokerCheck website. At Ameriprise Financial Services, LLC, we provide a Client Relationship Summary Disclosure to ensure transparency and clarity in our services. We can help you understand the current market trends and guide you on making informed investment decisions. Risk and reward are key factors in investing, and we can help you determine your risk tolerance to create a suitable investment strategy for you.
16311 Sonoma Park Dr Ste B, Edmond, OK 73013, United States -
Edward Jones - Financial Advisor: Joli N Rees, CFP®
● OpenEdward Jones - Financial Advisor: Joli N Rees, CFP® is a leading financial institution located at 1325 South Bryant Avenue in Edmond, Oklahoma, United States. As a Certified Financial Planner, Joli N Rees offers expert financial advice and personalized solutions to help clients achieve their financial goals. With a focus on building long-term relationships and providing top-notch customer service, Edward Jones is dedicated to helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Joli N Rees and the team at Edward Jones are here to guide you every step of the way. Trust in Edward Jones for all your financial needs.
1325 S Bryant Ave Suite A, Edmond, OK 73034, 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 -
Ethan Hulme - Thrivent
● ClosedEthan Hulme - Thrivent is a finance institution located at 1616 East 19th Street in Edmond, Oklahoma, United States. Our team of financial experts is dedicated to helping individuals and families achieve their financial goals through personalized financial planning and investment strategies. We offer a range of services including retirement planning, wealth management, insurance, and more. With our commitment to integrity and excellence, we strive to provide our clients with the best possible financial solutions to secure their future. Visit us today to learn how we can help you achieve financial success.
1616 E 19th St Suite#102, Edmond, OK 73013, United States -
Edward Jones - Financial Advisor: Kurt W Semtner
● ClosedEdward Jones - Financial Advisor: Kurt W Semtner is a reputable financial institution located at 2513 South Kelly Avenue in Edmond, Oklahoma, United States. Specializing in providing personalized financial planning and investment services, Kurt W Semtner and his team offer expert advice and guidance to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, this institution is dedicated to helping individuals and families secure their financial future. Whether you are planning for retirement, investing for the future, or managing your wealth, Edward Jones - Financial Advisor: Kurt W Semtner is committed to providing tailored solutions to meet your unique needs.
2513 S Kelly Ave Suite 150, Edmond, OK 73013, United States -
DAMASIG Financial Group
● ClosedDAMASIG Financial Group is a comprehensive financial institution located at 3233 East Memorial Road in Edmond, Oklahoma, United States. Specializing in cemetery services, finance, and funeral home services, we provide a range of financial solutions and support for individuals and families during difficult times. Our experienced team is dedicated to helping clients navigate the complexities of financial planning and funeral arrangements with care and professionalism. Visit us today to learn more about how we can assist you in securing your financial future and honoring your loved ones.
3233 E Memorial Rd #106a, Edmond, OK 73013, United States -
Larson Financial Group - Oklahoma City
● ClosedLarson Financial Group in Oklahoma City, located at 14033 North Eastern Avenue, Edmond, is a leading financial firm dedicated to guiding colleagues, clients, and the community towards a brighter financial future. Founded in 2006, Larson offers a comprehensive suite of financial services for clients in various professions, with a focus on healthcare professionals. Through their network of experts, Larson provides solutions for family offices, business owners, and individuals seeking to achieve their financial goals. As a part of the Schwab Advisor Network, Larson partners with financial consultants nationwide to deliver top-notch services to clients. With a dedicated team of tax professionals, accountants, and financial advisors, Larson ensures that each client receives personalized and effective financial solutions. Their real estate portfolio and commitment to community involvement set them apart as a trusted one-stop financial resource for clients. Whether you are planning for retirement, growing your business, or managing your investments, Larson Financial Group is here to help you flourish.
14033 N Eastern Ave, Edmond, OK 73013, United States -
Oxford Oaks Apartments
● OpenOxford Oaks Apartments is a premier residential community located at 1920 East 2nd Street in Edmond, Oklahoma. Situated in a peaceful and convenient neighborhood, our apartments offer a perfect blend of comfort and style. With spacious floor plans, modern amenities, and a range of community features such as a swimming pool, fitness center, and clubhouse, Oxford Oaks Apartments provides residents with a luxurious living experience. Whether you're a student, professional, or family, our apartments are designed to meet your needs and exceed your expectations. Come home to Oxford Oaks Apartments and experience upscale living in the heart of Edmond.
1920 E 2nd St, Edmond, OK 73034, United States -
Mill Valley Duplexes
● ClosedMill Valley Duplexes is a charming residential community located at 2121 Bodega Drive in Edmond, Oklahoma. These spacious duplexes offer comfortable and modern living spaces for individuals and families alike. Each unit features well-appointed interiors with open floor plans, updated appliances, and ample storage space. Residents can enjoy the convenience of on-site amenities such as a fitness center, swimming pool, and community clubhouse. The property is also conveniently situated near shopping, dining, and entertainment options, making it an ideal place to call home. With its peaceful surroundings and desirable location, Mill Valley Duplexes offers a welcoming and inviting atmosphere for all residents.
2121 Bodega Dr, Edmond, OK 73003, United States -
Evoke5 Medical Center - Dr. Castel Santana, MD/CFMP
● ClosedEvoke5 Medical Center, led by Dr. Castel Santana, MD/CFMP, is a functional medicine clinic located in Edmond, Oklahoma. Our mission is to help patients feel amazing by addressing the root cause of their health concerns and offering personalized treatment plans. Dr. Cas is a board-certified family medicine doctor with a passion for guiding patients towards optimal health without relying heavily on prescription medications. Our clinic offers state-of-the-art treatments focused on whole body wellness, including optimizing brain, gut, hormone, and cellular function. We believe in a holistic approach to health, addressing the 5 Pillars of wellness: medical, physical, mental, spiritual, and aesthetic. If you're seeking real, long-lasting results and a better way to feel better, contact us to schedule an appointment at our clinic.
401 S Coltrane Rd #280, Edmond, OK 73034, United States -
Thrive Medical
● ClosedThrive Medical, located at 2524 North Broadway in Edmond, Oklahoma, offers a unique Functional Medicine approach to healthcare. At Thrive Medical, we believe in addressing the root causes of health concerns to restore health, prevent illness, and promote vitality. Our personalized treatment plans focus on using food as medicine, along with supplements, vitamins, and herbs to rebalance and heal. Our board-certified Family Nurse Practitioner, Rob Wilson, works closely with patients to provide individualized care that goes beyond just managing symptoms. We offer a comprehensive approach that includes conventional lab testing and cutting-edge Functional Medicine testing to uncover the root of your illness. Whether you are dealing with chronic diseases or struggling to lose weight, Thrive Medical has the answers and solutions you deserve. Experience the future of healthcare with Functional Medicine at Thrive Medical.
Mon Abri Business Center, 2524 N Broadway, Edmond, OK 73034, United States -
Mercy Physicians
● OpenMercy Physicians is a leading healthcare institution located at 100 North University Drive in Edmond, Oklahoma. Our team of highly skilled physicians and medical professionals are dedicated to providing compassionate and quality care to our patients. With a focus on personalized treatment plans and advanced medical technology, Mercy Physicians is committed to helping individuals achieve optimal health and well-being. Visit us today to experience the exceptional care and expertise that sets us apart as a trusted healthcare provider in the United States.
UCO College of Business Administration, 100 N University Dr, Edmond, OK 73034, United States
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