TOP 10 Financial investment strategies in Oklahoma

Edward Jones - Financial Advisor: Chris Nelson, CFP® is a trusted financial institution located at 2001 West Main Street in Norman, Oklahoma, United States. With a focus on personalized financial planning and investment strategies, Chris Nelson, a Certified Financial Planner, provides expert guidance to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building wealth, Edward Jones offers tailored solutions to meet your needs. Visit us today to start your journey towards financial success.

Edward Jones - Financial Advisor: Krystal R Marazzi is a trusted financial institution located at 3408 36th Avenue Northwest in Norman, Oklahoma. As a dedicated financial advisor, Krystal R Marazzi 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: Krystal R Marazzi is committed to helping individuals and families navigate the complexities of the financial world. Contact them today to start planning for a secure financial future.

Anthony Cruse is an Associate Financial Advisor at Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, United States. Anthony holds various certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing his expertise in asset management, retirement planning, estate planning, and investment strategies. With a focus on providing comprehensive financial planning services, Anthony is dedicated to helping individuals and small business owners achieve their financial goals. Contact Anthony Cruse today for expert financial advice and personalized wealth management solutions.

Merrill Lynch Financial Advisor Michael L Stewart is a finance institution located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, United States. They prioritize understanding your life priorities to create a personalized financial plan tailored to you, your family, and your goals. Their team of experienced professionals is dedicated to building strong client relationships based on trust and personalized service. They offer personalized investment strategies and comprehensive financial solutions to help you pursue your goals and stay on track, regardless of market fluctuations. By getting to know you personally, they can offer an approach that is built around your life priorities and help you achieve your financial goals. With access to the global resources of Merrill and banking solutions from Bank of America, they can help you manage, grow, and preserve your wealth today and for years to come. Whether you're planning for retirement, saving for a home, or funding a child's education, Merrill Lynch Financial Advisor Michael L Stewart can help you navigate the complexities of your financial life and create a customized investment approach to address your needs.

Edward Jones - Financial Advisor Teresa S Malzahn, CFP®|ChFC®|AAMS™ is a reputable financial institution located at 14620 Bogert Parkway in Oklahoma City, Oklahoma, United States. Specializing in personalized financial planning, Teresa Malzahn is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC®), and Accredited Asset Management Specialist (AAMS™) with a wealth of experience in helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your children's education, or invest for the future, Teresa Malzahn and her team at Edward Jones are dedicated to providing expert advice and guidance to help you navigate the complex world of finance. With a commitment to integrity and customer service, Edward Jones - Financial Advisor Teresa S Malzahn, CFP®|ChFC®|AAMS™ is the trusted partner you need to secure your financial future.

Merrill Lynch Financial Advisor Casey Harrah is a finance institution located at 4811 Gaillardia Parkway, Oklahoma City, Oklahoma, United States. With a focus on managing your wealth, Casey Harrah offers personalized wealth management strategies tailored to your specific financial goals and priorities. By leveraging the investment insights of Merrill and the banking solutions of Bank of America, Casey Harrah can help you navigate today's changing market conditions and provide personalized financial approaches to help you achieve your aspirations. Casey Harrah believes in building strong relationships with clients by understanding their unique needs and goals. Through the Merrill Personal Wealth Analysis™, a personalized plan centered on your objectives is developed and documented. As a dedicated Merrill Lynch Wealth Management Advisor, Casey Harrah is committed to helping you pursue your financial goals while managing investment risk and staying on track to achieve what matters most to you.

Edward Jones - Financial Advisor: Connor Osborn is a reputable finance institution located in Oklahoma City, Oklahoma. With a focus on personalized financial planning and investment strategies, Connor Osborn provides expert advice and guidance to help clients achieve their financial goals. Whether you are saving for retirement, planning for your children's education, or looking to grow your wealth, Connor Osborn is dedicated to providing tailored solutions to meet your individual needs. Visit us at 9300 South Pennsylvania Avenue to start planning for a secure financial future.

Daniel Boeckman, a financial advisor at Ameriprise Financial Services, LLC, located at 5400 North Grand Boulevard in Oklahoma City, Oklahoma, United States, is dedicated to helping clients prepare for their financial goals. With a focus on personalized financial advice, Daniel takes the time to understand what is truly important to each individual, whether it be saving for college, planning for retirement, or making smart investments. By offering tailored advice, clients can feel more confident, connected, and in control of their financial lives. As a registered investment adviser, Ameriprise Financial Services, LLC provides a range of investment products and services to help clients navigate the complexities of the financial market. Daniel Boeckman can assist clients in determining their risk tolerance and developing an appropriate investment strategy based on their individual needs and goals.

Edward Jones- Financial Advisor: Tanner Bonham, AAMS ™ is a reputable financial institution located at 1961 West 33rd Street in Edmond, Oklahoma, United States. Specializing in personalized financial planning and investment strategies, Tanner Bonham, AAMS ™ is dedicated to helping clients achieve their financial goals and secure their future. With a focus on building long-term relationships based on trust and integrity, this institution offers expert guidance and tailored solutions to meet each client's unique needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Edward Jones- Financial Advisor: Tanner Bonham, AAMS ™ is committed to providing top-notch financial services and support.

Freeman Financial Group is a reputable finance institution located at 14003B Quail Springs Parkway in Oklahoma City, Oklahoma, United States. With a focus on providing expert financial services, their team of professionals is dedicated to helping clients achieve their financial goals. Whether it's retirement planning, investment strategies, or wealth management, Freeman Financial Group offers personalized solutions tailored to each client's unique needs. Trustworthy and experienced, Freeman Financial Group is committed to delivering top-notch financial advice and guidance to ensure their clients' financial success.

Edward Jones - Financial Advisor: Cody M Steele is a reputable finance institution located at 333 West Main Street in Ardmore, Oklahoma, United States. Cody M Steele is a trusted financial advisor who 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, Cody M Steele at Edward Jones is dedicated to helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Elizabeth Ward, CRPC™ is a finance institution located at 104 South Main Street in Lindsay, Oklahoma, United States. Elizabeth Ward is a Certified Retirement Planning Counselor (CRPC) who provides expert financial advice and planning services to her clients. With a focus on personalized investment strategies and retirement planning, Elizabeth Ward helps individuals and families achieve their financial goals. Whether you are looking to grow your wealth, plan for retirement, or secure your financial future, Elizabeth Ward at Edward Jones is dedicated to providing professional and trustworthy guidance every step of the way.

Merrill Lynch Financial Advisor Nikole R Lingelbach, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, offers over 20 years of financial services experience to a diverse clientele. Specializing in investments, retirement planning, tax strategies, and estate planning, Nikki is dedicated to providing personalized solutions to each client's unique financial goals. With a focus on multi-generational families, business owners, and corporate executives, Nikki acts as a caring "life advisor" to help clients navigate complex financial decisions. She collaborates with clients' CPAs and attorneys to ensure a comprehensive planning approach. Nikki holds the Chartered Financial Consultant® (ChFC®) designation and the Certified Plan Fiduciary Advisor (CPFA®) designation, demonstrating her commitment to continual learning and expertise in the field. Committed to giving back to her community, Nikki volunteers with non-profits like Allied Arts. Through Merrill Lynch Wealth Management, Nikki offers personalized financial plans tailored to each client's goals and priorities, helping them achieve financial success and security for the future.

w you personally, so we can provide you with a financial strategy tailored to your unique goals and priorities. Our team of experienced professionals at Merrill Lynch Financial Advisor Alain Verhille is dedicated to building strong relationships with our clients based on trust and personalized service. Located in Oklahoma City, Oklahoma, our office is equipped to help you navigate the complexities of the financial world and develop a plan to help you achieve your financial goals. Alain R Verhille, a Senior Vice President and Wealth Management Advisor at Merrill Lynch, is a CERTIFIED FINANCIAL PLANNER™ with expertise in wealth accumulation, preservation, and transfer. He works closely with clients to create customized wealth management strategies that address their individual financial needs. Alain is also a Portfolio Manager who can manage investment strategies on a discretionary basis, incorporating individual stocks and bonds, model portfolios, and third-party investment strategies.

Greg 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.

Drew 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.

Edward Jones - Financial Advisor: Connie M Nader is a trusted financial institution located at 755 West Covell Road in Edmond, Oklahoma. As a dedicated financial advisor, Connie M Nader provides personalized financial planning services to help clients achieve their financial goals. Whether you are looking to save for retirement, invest in the stock market, or create a comprehensive wealth management strategy, Connie M Nader has the expertise and experience to guide you every step of the way. With a commitment to integrity and excellence, Edward Jones - Financial Advisor: Connie M Nader is your partner in financial success.

Merrill Lynch Financial Advisor James Bertsch, located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, is a finance institution with a focus on serving employers with their retirement plan needs. With 20 years of experience in the financial services industry, James holds a bachelor's degree in Finance from the University of Oklahoma and an MBA in Business from Oklahoma City University. He is dedicated to participating in the community and volunteers with local organizations. At Merrill Lynch Wealth Management, James prioritizes understanding his clients and their financial goals. By creating personalized plans centered on the client's aspirations and focused on achieving their desired outcomes, James helps manage investment risk and guide clients towards their financial objectives. Through the Merrill Personal Wealth Analysis™, clients can build a customized plan tailored to their unique needs and priorities.

Edward 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.

Edward Jones - Financial Advisor: Kyle Hare is a reputable finance institution located at 1213 North Green Avenue in Purcell, Oklahoma, United States. Kyle Hare is a dedicated and experienced financial advisor who provides personalized financial planning services to help clients reach their financial goals. Whether you are looking to save for retirement, invest in the stock market, or plan for your children's education, Kyle Hare can help create a customized financial strategy tailored to your needs. With a commitment to customer service and a wealth of knowledge in the financial industry, Edward Jones - Financial Advisor: Kyle Hare is a trusted partner in achieving financial success.

Christopher Smith - Prudential Financial is a trusted finance and insurance agency located at 3817 Northwest Expressway in Oklahoma City, Oklahoma. With a strong commitment to providing personalized financial solutions, our team of professionals is dedicated to helping clients achieve their financial goals and secure their future. Whether you are looking for retirement planning, investment strategies, or insurance coverage, we are here to guide you every step of the way. Visit us today to learn more about how we can assist you in securing your financial future.

Pinnacle Financial Advisors is a finance institution located at 1000 West Wilshire Boulevard, Oklahoma City, Oklahoma, United States. We specialize in providing personalized financial planning and guidance tailored to your goals and values. Our focus is on building strong client relationships and working with you to ensure every dollar works as hard as you do. We offer comprehensive advice and financial strategies that are in your best interest, helping you achieve financial clarity and confidence as you work towards your goals and dreams. As part of Thrivent, a Fortune 500 company with a long heritage of financial strength and fiscal stability, we are committed to providing expert financial solutions to help people make the most of all they've been given. Thrivent believes money is a tool, not a goal, and we are dedicated to helping our clients live more generous lives.

Edward Jones - Financial Advisor: Teale N Trammell is a trusted financial institution located at 15015 Bristol Park Boulevard in Edmond, Oklahoma. As a dedicated financial advisor, Teale N Trammell provides personalized investment strategies and financial planning services to help clients reach their long-term financial goals. With a focus on building strong relationships and providing top-notch customer service, Edward Jones - Financial Advisor: Teale N Trammell is committed to helping clients navigate the complexities of the financial world with confidence and peace of mind.

Merrill Lynch Financial Advisor Scott Mullins, located at 4811 Gaillardia Parkway in Oklahoma City, Oklahoma, United States, offers a comprehensive approach to managing wealth. Scott Mullins focuses on understanding each client's needs and goals to develop personalized strategies. With access to the investment insights of Merrill and the banking solutions of Bank of America, he helps clients address various aspects of their financial lives. Scott Mullins is dedicated to delivering excellent service and helping clients pursue their goals, with a focus on business owners, healthcare professionals, trusts, and 401(k) rollovers. In addition to his financial expertise, Scott Mullins is actively involved in the community, volunteering with organizations such as The Epilepsy Foundation of Oklahoma, the Oklahoma Rehabilitation Council, Junior Achievement, AMBUCS, and the Sooner Rotary Club. He believes in building strong client relationships based on trust and personalized service, supported by the global resources of Merrill.

Conkin Financial Group, Inc. is a reputable finance institution located at 1616 East 19th Street in Edmond, Oklahoma, United States. With a strong commitment to providing personalized financial solutions, Conkin Financial Group, Inc. offers a wide range of services including investment management, retirement planning, and wealth preservation strategies. Their team of experienced financial advisors is dedicated to helping clients achieve their financial goals and secure their financial future. Visit Conkin Financial Group, Inc. today to learn more about their comprehensive financial services.

First Command Financial Advisor - Jeff Wallace is a trusted finance institution located at 5604 Southeast 67th Street in Oklahoma City, Oklahoma, United States. Jeff Wallace is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals. This institution is affiliated with First Command Financial Services, Inc. and prides itself on ethical practices and transparency. The institution values client testimonials and strives to build long-lasting relationships based on trust and integrity. With a focus on financial planning and investment strategies, First Command Financial Advisor - Jeff Wallace is committed to helping clients secure their financial future.

Stephen J Janzen - Financial Advisor, Ameriprise Financial Services, LLC, located at 6420 North Santa Fe Avenue, Oklahoma City, Oklahoma, United States, offers a wide range of financial services to meet the diverse needs of individuals. With certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, Stephen J Janzen is equipped to provide expert advice on asset management, investment strategies, retirement planning, estate planning, and insurance products. Additionally, the institution offers specialized services such as Certified Divorce Financial Analyst, Certified Estate Planners™, and Certified Military Financial Advisor® to cater to specific client needs. With a commitment to ethical practices and continuous education, Stephen J Janzen ensures that clients receive the highest level of financial advice and support.

Julie Marks - Private Wealth Advisor, Ameriprise Financial Services, LLC is a finance institution located at 9104 North Kelley Avenue, Oklahoma City, Oklahoma, United States. Julie Marks holds several certifications such as AAMS™, ADPA™, AEP®, AIF®, APMA™, AWMA℠, and more, showcasing her expertise in asset management, investment strategies, estate planning, retirement planning, and other financial services. Julie Marks offers personalized financial advice and solutions to individuals, retirees, small business owners, and high net worth clients. With a strong focus on ethics and professionalism, Julie Marks is dedicated to helping clients achieve their financial goals and secure their financial future.

Marks & Associates - Ameriprise Financial Services, LLC is a reputable finance institution located at 9104 North Kelley Avenue in Oklahoma City, Oklahoma, United States. Recognized as one of Forbes Best-in-State Wealth Management Teams in 2024 and 2023, we offer personalized financial planning services tailored to your individual goals and risk tolerance. Our team provides investment recommendations, asset allocation strategies, and portfolio management to help you achieve your financial objectives, whether it's retirement planning, education savings, or a major purchase. We prioritize what matters most to you and regularly review your progress to ensure your financial plan remains aligned with your evolving life circumstances. With easy access to your investments and accounts from any device, you can track your progress towards your goals securely. Our experienced financial advisors are registered to do business in specific U.S. states and adhere to strict regulations to provide you with reliable financial guidance.

Edward Jones - Financial Advisor: Brandon M Rainbolt is a trusted financial institution located at 3520 South Boulevard in Edmond, Oklahoma. As a dedicated advisor, Brandon M Rainbolt provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Brandon M Rainbolt can help create a customized strategy tailored to your unique needs. With a commitment to integrity and client satisfaction, Edward Jones - Financial Advisor: Brandon M Rainbolt is the go-to destination for all your financial needs in Edmond, Oklahoma.