Investment firm in Edmond, Oklahoma

Ironhorse Investments & Estate Planning/ Steven D. Kaestner P.C. is a finance and legal institution located at 15401 North May Avenue in Edmond, Oklahoma, United States. Specializing in wealth management for individuals, families, nonprofits, and foundations, our experienced team provides comprehensive financial, estate, and tax planning guidance to help clients reach their financial goals. As an independent firm, we are dedicated to enhancing the lives of our clients and communities. Securities are offered through Saxony Securities, Inc. Member FINRA/SIPC, and Investment Advisory Services are offered through Saxony Capital Management, LLC, an SEC Registered Investment Advisor. Contact us today to see how we can help you secure your financial future.

Altitude Securities Law Office is a boutique law firm located at 2524 North Broadway in Edmond, Oklahoma, United States. Our experienced attorneys specialize in representing individuals and companies in the financial services industry, including Investment Advisors, Broker-Dealers, and Private Funds. We assist our clients at every stage of their business journey, from start-up to retirement planning. Please note that the information provided on our website is for informational purposes only and should not be considered as legal advice. It is important to consult with a qualified attorney for specific legal guidance. While we are happy to discuss the information on our site, visiting our website does not establish an attorney-client relationship.

Perissos 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.

T L Cross Brokerage is a reputable finance institution located at 708 West 15th Street in Edmond, Oklahoma, United States. Specializing in brokerage services, our experienced team offers a wide range of financial products and services to help clients achieve their investment goals. With a commitment to excellence and a focus on customer satisfaction, T L Cross Brokerage is dedicated to providing personalized and professional financial solutions to meet the needs of our clients. Visit us today to learn more about how we can help you navigate the complex world of finance.

The Financial Diva, located at 1725 East 15th Street in Edmond, Oklahoma, is a finance institution led by the dynamic Victoria Woods. With over twenty years of experience as a financial advisor to Millionaires, Victoria is a self-made entrepreneur, radio talk show host, and motivational speaker. She is known for her pizzazz and down-home diva-ism, making her unstoppable in the world of finance. Victoria is the founder of the 84-acre Financial District of Oklahoma and is well-qualified to share her expertise on how to create wealth, organize your financial life, and monitor your investments for success. She has written a book titled "It’s All About The $Money, Honey!" as a calling card for her successful management firm, ChappelWood Financial Services.

Larson 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.

Legacy Advisors, LLP is a leading financial advisory firm located at 1050 East 2nd Street in Edmond, Oklahoma. Our team of experienced advisors is dedicated to helping clients achieve their financial goals and secure their financial future. With a focus on personalized service and tailored solutions, we offer a wide range of services including investment management, retirement planning, estate planning, and more. At Legacy Advisors, LLP, we are committed to providing our clients with expert guidance and support every step of the way. Contact us today to learn how we can help you build and preserve your legacy.