TOP 30 Best Independent advisor service in Oklahoma City, Oklahoma

Mark E Woody - Private Wealth Advisor, Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, 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, Mark E Woody is equipped to provide expert advice on asset management, retirement planning, estate planning, investment opportunities, and insurance products. Whether you are a retiree, small business owner, high net worth client, or looking for advice on fixed-rate and variable annuities, the team at Ameriprise Financial Services has the knowledge and expertise to help you achieve your financial goals. Contact Mark E Woody today to schedule a consultation and start planning for a secure financial future.

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.

John Robinson - Financial Advisor at Ameriprise Financial Services, LLC, located at 581 Merchant Drive in Norman, Oklahoma, offers personalized financial planning services. John Robinson is registered to conduct securities business in select states and prioritizes understanding what matters most to each client. The initial consultation provides an overview of financial planning concepts, but does not include written analysis or recommendations. While Ameriprise Financial cannot guarantee future financial results, clients can trust in the expertise and professionalism of John Robinson. Clients can rest assured that their information is secure, as Ameriprise Financial adheres to strict privacy and security regulations. With a focus on helping clients achieve their financial goals, John Robinson welcomes referrals from satisfied clients. Those referred can expect to hear from John Robinson soon to begin their own financial planning journey. Trust in Ameriprise Financial Services, LLC, a member of FINRA and SIPC, for expert financial advice and secure, reliable service.

Edward Jones - Financial Advisor: Debra L Schumacher, CFP® is a reputable financial institution located at 1113 Southwest 30th Court in Moore, Oklahoma, United States. Specializing in comprehensive financial planning services, Debra L Schumacher, a Certified Financial Planner, provides personalized investment advice and guidance to help clients achieve their financial goals. With a commitment to exceptional customer service and a focus on long-term financial success, Edward Jones - Financial Advisor: Debra L Schumacher, CFP® is a trusted partner for individuals and families seeking expert financial advice.

Edward Jones - Financial Advisor: Jared Cook is a reputable financial institution located at 1017 24th Avenue Northwest in Norman, Oklahoma, United States. Specializing in providing personalized financial planning and investment services, Jared Cook and his team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones offers a wide range of financial services including retirement planning, wealth management, education savings, and more. Whether you are planning for the future or looking to grow your investments, Edward Jones - Financial Advisor: Jared Cook is committed to helping you secure a sound financial future.

Edward Jones - Financial Advisor: Keith Horn is a reputable financial institution located at 937 Southwest 25th Street in Moore, Oklahoma, United States. Specializing in providing personalized financial planning services, Keith Horn and his team are dedicated to helping clients achieve their financial goals and secure their financial futures. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Keith Horn is committed to providing top-notch financial advice and guidance to individuals and families in the Moore area. Whether you are looking to invest for retirement, save for your child's education, or plan for other financial milestones, Keith Horn is here to help you navigate the complexities of the financial world and make informed decisions. Visit Edward Jones - Financial Advisor: Keith Horn today and start planning for a brighter financial future.

Jared Hopkins - TIAA Wealth Management Advisor is a finance institution located at 2500 Boardwalk Street in Norman, Oklahoma, United States. As a trusted Wealth Management Advisor, Jared Hopkins provides expert financial advice and services to help clients achieve their financial goals and secure their financial future. With a focus on personalized financial planning and investment strategies, Jared Hopkins helps clients navigate the complexities of wealth management to build and preserve their assets. Whether you are planning for retirement, saving for education, or investing for the future, Jared Hopkins - TIAA Wealth Management Advisor is dedicated to helping you make informed financial decisions and achieve financial success.

Edward Jones - Financial Advisor: Jolyn Bauer is a reputable financial institution located at 5100 North Brookline Avenue in Oklahoma City, Oklahoma, United States. Specializing in providing personalized financial planning and investment services, Jolyn Bauer and her team are dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, they offer a wide range of financial products and services to meet the unique needs of each individual client. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Edward Jones - Financial Advisor: Jolyn Bauer is committed to providing expert guidance and support every step of the way.

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.

Raymond James Financial Services is a reputable finance institution located at 7400 North Western Avenue in Oklahoma City, Oklahoma, United States. They offer a wide range of financial services such as investment advice, retirement planning, wealth management, and more. With a team of experienced professionals, Raymond James Financial Services is dedicated to helping their clients achieve their financial goals and secure their financial future. Their personalized approach and commitment to excellence make them a trusted choice for individuals and businesses seeking financial guidance.

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.

Cetera 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.

Edward Jones - Financial Advisor: Kyle Kitchens is a trusted financial institution located at 225 Lilac Drive in Edmond, Oklahoma. As a dedicated financial advisor, Kyle Kitchens provides personalized financial planning services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to invest wisely, Kyle Kitchens is committed to providing expert guidance and support. With a focus on long-term financial success, Edward Jones - Financial Advisor: Kyle Kitchens is the go-to institution for all your financial needs in Edmond, Oklahoma.

Raymond James Financial Services is a finance institution located at 6501 Tinker Diagonal in Midwest City, Oklahoma, United States. As a trusted financial services provider, Raymond James offers a wide range of investment and wealth management services to help individuals and businesses achieve their financial goals. With a team of experienced financial advisors, Raymond James is dedicated to providing personalized financial solutions tailored to each client's unique needs. Whether you are looking to plan for retirement, invest for the future, or manage your wealth, Raymond James Financial Services is committed to helping you navigate the complexities of the financial world with expertise and integrity.

First Command Financial Advisor - Kreston Taylor is a reputable finance institution located in Oklahoma City, Oklahoma. Our dedicated team of financial advisors is committed to helping individuals and families achieve their financial goals and secure their financial future. With personalized financial planning services and expert advice, we strive to provide our clients with the guidance and support they need to make informed decisions about their finances. Whether you are planning for retirement, saving for your children's education, or looking to invest for the future, First Command Financial Advisor - Kreston Taylor is here to help. Visit us at 5604 Southeast 67th Street to learn more about how we can assist you in reaching your financial objectives.

Edward Jones - Financial Advisor: Mark Tyson is a trusted financial institution located at 2513 South Kelly Avenue in Edmond, Oklahoma. As a dedicated finance professional, Mark Tyson provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for a child's education, or investing for the future, Mark Tyson is committed to helping you make informed decisions and secure your financial future. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Mark Tyson is your partner in financial success.

First Command Financial Advisor - Alexander Frank is a finance institution located at 5604 Southeast 67th Street in Oklahoma City, Oklahoma, United States. Specializing in financial services, this institution provides personalized financial advice and guidance to help clients achieve their financial goals. The institution operates with integrity and transparency, as evidenced by the voluntary client testimonial provided. The testimonial reflects the positive experience of a client who has received services from First Command, showcasing the institution's commitment to client satisfaction. With no direct or indirect compensation provided for testimonials, clients can trust that the advice given is in their best interest. While the testimonial may not be representative of every client's experience, it highlights the institution's dedication to helping clients achieve financial success.

Merrill Lynch Financial Advisor S. Keith Klem is a renowned finance institution located at 211 North Robinson Avenue in Oklahoma City, Oklahoma, United States. With a strong reputation for providing expert financial advice and services, clients can trust S. Keith Klem and his team to help them navigate the complexities of the financial world. Whether you are looking for investment guidance, retirement planning, or wealth management services, Merrill Lynch Financial Advisor S. Keith Klem is dedicated to helping you achieve your financial goals.

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.

First Command Financial Advisor - Brant Kirk is a finance institution located at 5604 Southeast 67th Street in Oklahoma City, Oklahoma, United States. Brant Kirk offers financial advisory services to clients on a strictly voluntary basis, with no direct or indirect compensation involved. The institution is committed to providing personalized financial solutions tailored to each client's individual needs and goals. While testimonials from clients may offer insight into the services provided, they may not be representative of every client's experience. First Command Financial Advisor - Brant Kirk does not guarantee future performance or success, but strives to help clients achieve their financial objectives.

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.

RJ Paquet - RBC Wealth Management Financial Advisor is a trusted financial institution located at 6301 Waterford Boulevard in Oklahoma City, Oklahoma. As a finance institution, they provide expert financial advice and wealth management services to help clients achieve their financial goals. With a focus on personalized solutions and exceptional customer service, RJ Paquet - RBC Wealth Management Financial Advisor is dedicated to helping their clients navigate the complexities of the financial world with confidence.

The 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.

First Command Financial Advisor - Destry Edwards is a reputable finance institution located in Oklahoma City, Oklahoma. With a focus on providing personalized financial advice and services, clients can trust Destry Edwards to help them achieve their financial goals. Whether you are looking to save for retirement, plan for your children's education, or invest for the future, Destry Edwards has the expertise and resources to guide you every step of the way. Visit the office at 5604 Southeast 67th Street to start your journey towards financial security and success.

First Command Financial Advisor - Mitch Butler is a finance institution located at 5604 Southeast 67th Street in Oklahoma City, Oklahoma. As a trusted financial advisor, Mitch Butler provides personalized financial planning services to help clients achieve their financial goals and secure their financial future. With a focus on comprehensive financial planning, investment management, retirement planning, and insurance solutions, Mitch Butler is dedicated to providing top-notch financial advice and guidance to individuals and families in the Oklahoma City area. Whether you are planning for retirement, saving for your child's education, or looking to build wealth, First Command Financial Advisor - Mitch Butler is here to help you navigate the complexities of the financial world and make informed decisions that align with your unique financial objectives.

Edward Jones - Financial Advisor: John C Stark, AAMS™ is a reputable financial institution located at 3201 East Memorial Road in Edmond, Oklahoma, United States. Specializing in finance, Edward Jones offers a wide range of services to help clients achieve their financial goals. With the expertise of John C Stark, AAMS™, clients can expect personalized financial advice and strategies tailored to their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Edward Jones is dedicated to providing top-notch financial guidance and support.

Edward Jones - Financial Advisor: Brian K Jenkins, AAMS™ is a reputable financial institution located at 620 South Division Street in Guthrie, Oklahoma, United States. With a focus on personalized financial planning and investment services, Brian K Jenkins, AAMS™ is dedicated to helping clients achieve their financial goals. With years of experience and expertise in the field, clients can trust Edward Jones to provide sound financial advice and guidance. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Edward Jones - Financial Advisor: Brian K Jenkins, AAMS™ is here to help you every step of the way.

First Command Financial Advisor - Gary Chitwood is a finance institution located at 5604 Southeast 67th Street in Oklahoma City, Oklahoma, United States. With a commitment to providing personalized financial advice and guidance, Gary Chitwood helps clients navigate their financial goals and secure their financial future. The institution operates under the umbrella of First Command Financial Services, Inc., ensuring clients receive comprehensive and reputable financial services. The institution values client feedback, with testimonials provided on a voluntary basis to showcase the positive experiences of clients. Please note that testimonials may not be representative of all client experiences and are not a guarantee of future performance or success.

Edward Jones - Financial Advisor: Leah L Willis, CFP®|AAMS™ is a leading financial institution located at 20213 Northeast 23rd Street in Harrah, Oklahoma, United States. As a Certified Financial Planner and Accredited Asset Management Specialist, Leah L Willis provides expert financial advice and personalized investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to providing top-notch financial services to individuals and families in the Harrah area. Whether you are planning for retirement, saving for college, or investing for the future, Leah L Willis and the team at Edward Jones are dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Levi Smith is a reputable financial institution located at 9222 South Elwood Avenue in Jenks, Oklahoma. As a trusted financial advisor, Levi Smith offers personalized investment strategies and financial planning services to help clients reach their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Levi Smith is committed to providing top-notch financial guidance and support to individuals and families in the Jenks area. Whether you are looking to save for retirement, plan for your children's education, or grow your wealth, Levi Smith is dedicated to helping you make informed decisions and secure your financial future.