TOP 30 Best Oklahoma based financial advisor in Oklahoma

WatersEdge Advisors and Ministry Services, located in Oklahoma City, Oklahoma, offers a range of financial services tailored to individuals and ministries. With a limited-time special interest rate of 5.75% APR for a five-month term investment, this institution helps individuals grow their capital while supporting charitable causes. From estate planning to charitable gift annuities and endowments, WatersEdge provides solutions that secure financial futures and impact ministry work. With a focus on Kingdom-based financing, this institution aims to help clients achieve their goals while multiplying resources for the Kingdom of God. Testimonials from satisfied clients highlight the professionalism and ease of working with WatersEdge, making it a trusted partner for church finances and estate planning. Whether it's providing easy ways for church members to give or facilitating legacy gifts through estate planning, WatersEdge is dedicated to helping individuals and ministries steward their resources well.

Edward Jones - Financial Advisor: Justin M Chizmar is a reputable financial institution located at 204 South Mill Street in Grove, Oklahoma, United States. Justin M Chizmar is a dedicated and experienced financial advisor who provides personalized investment and wealth management services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or building your investment portfolio, Justin M Chizmar can provide expert guidance and tailored solutions to meet your needs. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Justin M Chizmar is committed to helping clients secure their financial future.

Edward Jones - Financial Advisor: Donna K Olinger is a finance institution located at 2034 North Main Street in Miami, Oklahoma. Donna K Olinger is a dedicated and experienced financial advisor who is committed to 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, Donna K Olinger can provide personalized guidance and expert advice. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Donna K Olinger is the go-to destination for all your financial planning needs in Miami, Oklahoma.

Edward Jones - Financial Advisor: Scott Webster is a trusted financial institution located at 2106 North Broadway Street in Poteau, Oklahoma, United States. As a finance institution, Scott Webster provides expert financial advice and personalized investment solutions to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Scott Webster is dedicated to helping individuals and families secure their financial future. Contact Scott Webster today to schedule a consultation and start planning for a secure financial future.

Credent Wealth Management is a Fee-Only Financial Planner located in Oklahoma City, Oklahoma. Our team of experienced financial advisors is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. We believe in transparency and integrity, which is why we operate on a fee-only basis, ensuring that our clients receive unbiased advice that is in their best interest. Whether you are planning for retirement, saving for a major purchase, or looking to build wealth, Credent Wealth Management is here to help you navigate the complexities of financial planning. Visit us at 5700 Northwest 130th Street to learn more about how we can help you secure your financial future.

Castlepoint Wealth Advisors is a finance institution located at 7308 North Classen Boulevard in Oklahoma City, Oklahoma, United States. We specialize in simplifying investment complexities with tailored financial strategies that protect and grow wealth for enterprising individuals. Our ideal clients are enterprising, ambitious, purposeful individuals who are looking to reach their financial goals through personally-crafted investment strategies. As an independent wealth management firm, our financial advisors specialize in guiding clients with more than $2 million in liquid assets, whether inherited or built over time. At Castlepoint, we believe in providing custom-tailored financial strategies for each client, based on their unique needs and long-term goals. We prioritize building enduring relationships based on trust, transparency, and results, and are dedicated to advising and working with our clients in every area of their financial life. Additionally, we are committed to contributing to our community and supporting non-profit organizations that we are passionate about. Contact our Tulsa office at 2021 S Lewis Ave, Suite 440, Tulsa, OK 74104 or call 405-705-2906 to learn more about our services.

Future U Financial Inc. is a finance institution located at 110 South Hartford Avenue in Tulsa, Oklahoma, United States. At Future U Financial, we empower you to take control of your financial future by providing advice-only financial planning services. Our goal is to help you place trades online for free, increase your odds of achieving a work optional lifestyle, invest appropriately for your goals, and structure your investments to save money on taxes. Our team of financial professionals offers personalized advice based on where you are in life, whether you are new to investing or have been doing it for years. We provide as much or as little hand holding as you need, with the option to choose your plan, make changes or cancel anytime. Our services include active or passive investment strategies, custom meeting calendars, investment alerts, and custom portfolios tailored to your goals.

Orvis & Wadkins Financial Advisors, LLC is a leading finance institution located at 6666 South Sheridan Road in Tulsa, Oklahoma, United States. With a team of experienced advisors, they offer comprehensive financial planning services to help clients achieve their financial goals. Whether you are looking to grow your investments, plan for retirement, or protect your assets, Orvis & Wadkins Financial Advisors, LLC is dedicated to providing personalized solutions tailored to your unique needs. Trustworthy, reliable, and committed to excellence, they are your go-to partner for all your financial needs.

Edward Jones - Financial Advisor: Joshua S Thomas is a finance institution located at 2208 West 3rd Street in Elk City, Oklahoma, United States. Joshua S Thomas is a dedicated and experienced financial advisor who helps clients achieve their financial goals through personalized investment strategies. With a focus on building long-term relationships based on trust and integrity, Joshua S Thomas provides expert guidance on retirement planning, wealth management, and investment opportunities. Whether you are planning for the future or looking to grow your assets, Edward Jones - Financial Advisor: Joshua S Thomas is committed to helping you make informed financial decisions.

Edward Jones - Financial Advisor: Steve Zahorsky is a trusted finance institution located at 1053 North Washington Avenue in Weatherford, Oklahoma. As a seasoned financial advisor, Steve Zahorsky provides personalized and comprehensive financial services to help individuals and businesses achieve their financial goals. With a focus on building long-term relationships based on trust and transparency, Edward Jones - Financial Advisor: Steve Zahorsky is dedicated to providing expert financial guidance and support to clients in Weatherford and beyond.

Edward Jones - Financial Advisor: Justin C Phelps, AAMS™ is a reputable financial institution located in Lawton, Oklahoma. Justin C Phelps is a knowledgeable and experienced financial advisor who is dedicated to helping clients achieve their financial goals. Whether you are looking to plan for retirement, save for your child's education, or invest for the future, Justin C Phelps can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones is committed to helping clients navigate the complexities of the financial world with confidence. Visit their office at 5366 Northwest Cache Road to start your journey towards financial security and success.

Edward Jones - Financial Advisor: Brian M Humphries is a trusted financial institution located at 1725 Oklahoma Avenue in Woodward, Oklahoma. As a dedicated financial advisor, Brian M Humphries provides personalized services to help clients achieve their financial goals. Whether you are planning for retirement, saving for college, or investing for the future, Brian M Humphries is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian M Humphries is the go-to destination for all your financial needs in Woodward, Oklahoma.

Edward Jones - Financial Advisor: Jody W Dieker is a reputable financial institution located at 908 North Rockford Road in Ardmore, Oklahoma, United States. As a seasoned financial advisor, Jody W Dieker offers 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: Jody W Dieker is committed to providing top-notch financial guidance and support to individuals and families in the Ardmore area. Whether you are planning for retirement, saving for your child's education, or looking to grow your wealth, Jody W Dieker is dedicated to helping you navigate the complexities of the financial world with confidence and peace of mind.

Edward Jones - Financial Advisor: Bill Martin is a reputable financial institution located at 420 East Main Street in Yukon, Oklahoma. As a trusted advisor, Bill Martin provides personalized 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 offers a wide range of investment options and financial solutions tailored to each individual's needs. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Bill Martin and his team are dedicated to helping you navigate the complexities of the financial world with expert guidance and support. Visit Edward Jones - Financial Advisor: Bill Martin today to start planning for a secure financial future.

Edward Jones - Financial Advisor: Sang V Tran, CFP®|AAMS™ is a reputable financial institution located at 12120 North Rockwell Avenue in Oklahoma City, Oklahoma, United States. Specializing in personalized financial planning services, Sang V Tran, a Certified Financial Planner and Accredited Asset Management Specialist, is dedicated to helping clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect tailored financial advice and investment strategies to secure their financial future. Whether you are planning for retirement, saving for college, or investing for the future, Sang V Tran and the team at Edward Jones are committed to providing expert guidance and support every step of the way.

Edward Jones - Financial Advisor: Kelly L Atkinson is a trusted financial institution located at 543 East State Highway 152 in Mustang, Oklahoma. As a dedicated financial advisor, Kelly L Atkinson provides personalized investment advice 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: Kelly L Atkinson is committed to helping clients navigate the complexities of the financial world and make informed decisions for their future. Whether you are planning for retirement, saving for a major purchase, or investing for the future, Kelly L Atkinson and the team at Edward Jones are here to help you every step of the way.

Edward Jones - Financial Advisor: Jonathan Holeman is a trusted financial institution located in Mustang, Oklahoma. Jonathan Holeman is a dedicated and experienced financial advisor who is committed to helping his clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your investment portfolio, Jonathan Holeman can provide personalized guidance and support. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Jonathan Holeman is the go-to option for all your financial needs. Visit us at 500 North Financial Terrace to start planning for a secure financial future today.

Edward Jones - Financial Advisor: Chad Burnham is a reputable finance institution located at 2302 Frontage Road in Kingfisher, Oklahoma, United States. As a trusted financial advisor, Chad Burnham provides personalized financial services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Chad Burnham offers expert advice on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth, plan for retirement, or protect your assets, Edward Jones - Financial Advisor: Chad Burnham is here to help you navigate the complex world of finance with confidence.

Edward Jones - Financial Advisor: Derek W Daugherty, AAMS™ is a reputable financial institution located at 205 West Will Rogers Drive in Kingfisher, Oklahoma, United States. Specializing in providing personalized financial advice and services, Derek W Daugherty, AAMS™ is 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, clients can expect expert guidance and tailored solutions to meet their individual needs. Whether you are planning for retirement, saving for education, or investing for the future, Derek W Daugherty, AAMS™ is committed to helping you make informed financial decisions and navigate the complexities of the financial world.

Edward Jones - Financial Advisor: John Lee, AAMS™ is a reputable finance institution located at 1116 Classen Drive in Oklahoma City, Oklahoma, United States. John Lee, a certified Accredited Asset Management Specialist, offers personalized financial advice and services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones provides expert guidance on investments, retirement planning, and wealth management. Whether you are looking to grow your wealth or plan for the future, John Lee and his team are dedicated to helping you secure a stable financial future.

Edward Jones - Financial Advisor: Jason Robinson, CFP® is a reputable financial institution located at 2812 Washington Drive in Norman, Oklahoma, United States. Specializing in providing comprehensive financial planning services, Jason Robinson, a Certified Financial Planner, offers personalized advice and guidance 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 helping individuals and families make informed decisions about their finances. Whether you are planning for retirement, saving for college, or investing for the future, Jason Robinson and his team are dedicated to helping you navigate the complexities of the financial world. Contact Edward Jones - Financial Advisor: Jason Robinson, CFP® today to schedule a consultation and take the first step towards securing your financial future.

Edward Jones - Financial Advisor: Jake Rowley is a renowned financial institution located at 941 26th Avenue Northwest in Norman, Oklahoma, United States. Specializing in providing personalized financial advice and services, Jake Rowley and his team are dedicated to helping individuals and families achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, clients can expect expert guidance on investments, retirement planning, insurance, and more. Whether you are looking to grow your wealth or secure your financial future, Edward Jones - Financial Advisor: Jake Rowley is committed to helping you make informed decisions and navigate the complex world of finance with confidence.

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.

Edward Jones - Financial Advisor: Scott Richardson is a trusted financial institution located at 224 West Gray Street in Norman, Oklahoma. As a reputable finance firm, Scott Richardson provides personalized investment and wealth management services to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Scott Richardson offers expert advice and tailored solutions to individuals and families looking to secure their financial future. Whether you are planning for retirement, saving for education, or investing for growth, Edward Jones - Financial Advisor: Scott Richardson is dedicated to helping you navigate the complex world of finance with confidence and peace of mind.

Edward Jones - Financial Advisor: Brian B Cohlmia is a trusted financial institution located at 14009 North Eastern Avenue in Edmond, Oklahoma. As a dedicated finance professional, Brian B Cohlmia provides personalized financial advice and services to help clients achieve their financial goals. Whether you are planning for retirement, saving for education, or investing for the future, Brian B Cohlmia is committed to providing expert guidance and support every step of the way. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Brian B Cohlmia is the go-to destination for all your financial needs in the Edmond area.

Edward Jones - Financial Advisor Jesse R. Bain, AAMS™|CRPC™ is a reputable financial institution located at 409 North Green Avenue in Purcell, Oklahoma, United States. Specializing in providing personalized financial guidance, Jesse R. Bain offers expert advice and solutions to help clients achieve their financial goals. With a focus on integrity and professionalism, Edward Jones - Financial Advisor Jesse R. Bain, AAMS™|CRPC™ is committed to helping individuals and businesses make informed decisions and secure their financial future.

Edward 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.

Edward Jones - Financial Advisor: Tanner R Hayes is a reputable financial institution located at 8855 East Reno Avenue in Midwest City, Oklahoma. As a trusted financial advisor, Tanner R Hayes provides personalized 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 offers a wide range of financial products and services to meet the individual needs of each client. Whether you are planning for retirement, saving for your child's education, or investing for the future, Tanner R Hayes is dedicated to helping you navigate the complexities of the financial world and make informed decisions. Contact Edward Jones - Financial Advisor: Tanner R Hayes today to schedule a consultation and take the first step towards a secure financial future.

Edward Jones - Financial Advisor: Jim Smith, CFP® is a reputable financial institution located at 20213 Northeast 23rd Street in Harrah, Oklahoma, United States. Specializing in providing personalized financial planning and investment services, Jim Smith, a Certified Financial Planner®, offers expert advice and guidance to help clients reach their financial goals. With a commitment to integrity and professionalism, Edward Jones is a trusted partner in helping individuals and families secure their financial future.

Edward Jones - Financial Advisor: Kim Coon, AAMS | CRPC is a reputable financial institution located at 104 West 41st Street in Sand Springs, Oklahoma. As a Certified Retirement Planning Counselor (CRPC) and an Accredited Asset Management Specialist (AAMS), Kim Coon provides personalized financial advice and investment strategies to help clients achieve their financial goals. With a focus on building long-term relationships based on trust and integrity, Edward Jones - Financial Advisor: Kim Coon, AAMS | CRPC is committed to helping individuals and families secure their financial future.