Risk management services in Edmond, Oklahoma
19 results found
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Taber Brokerage Services
● ClosedTaber Brokerage Services is a leading finance, health, and insurance agency located at 2537 South Kelly Avenue in Edmond, Oklahoma, United States. With a team of experienced professionals, we provide a wide range of services including investment planning, health insurance coverage, and risk management solutions. Our goal is to help our clients achieve financial security and peace of mind through personalized and comprehensive financial strategies. Contact us today to learn more about how Taber Brokerage Services can help you reach your financial goals.
2537 S Kelly Ave Suite D, Edmond, OK 73013, United States -
Fifth Avenue Insurance and Risk Management
● ClosedFifth Avenue Insurance and Risk Management is a reputable insurance agency located at 14033 North Eastern Avenue in Edmond, Oklahoma, United States. With a focus on providing comprehensive insurance solutions and expert risk management services, our dedicated team is committed to helping clients protect their assets and achieve peace of mind. Whether you are looking for personal insurance coverage or business risk management strategies, Fifth Avenue Insurance is here to assist you every step of the way. Contact us today to learn more about our tailored insurance solutions and how we can help you mitigate risks and safeguard your future.
14033 N Eastern Ave, Edmond, OK 73013, United States -
United Insurance and Risk Management
● ClosedUnited Insurance and Risk Management is a leading insurance agency located at 2500 South Broadway in Edmond, Oklahoma. Our team of experienced professionals is dedicated to providing comprehensive insurance solutions to protect our clients from various risks. With a focus on personalized service and tailored coverage options, we strive to ensure that our clients have peace of mind knowing that their assets and liabilities are adequately protected. Whether you are looking for auto, home, business, or life insurance, United Insurance and Risk Management is here to help you navigate the complex world of insurance and find the best coverage for your needs. Contact us today to learn more about how we can help you safeguard your future.
2500 S Broadway #132, Edmond, OK 73013, United States -
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 -
Rockpointe Medical Clinic
● ClosedRockpointe Medical Clinic, located at 101 South Saints Boulevard in Edmond, Oklahoma, is a trusted health institution offering a range of medical services. Recently, the clinic has been authorized to provide two oral antiviral medications by the U.S. Food and Drug Administration (FDA) to help treat COVID-19. These medications can be prescribed within the first 5 days of symptoms for individuals with mild or moderate COVID-19, especially those at higher risk of becoming seriously ill. If you are over the age of 65 or have a chronic illness, your doctor may recommend these antiviral medications to help manage your symptoms. Additionally, if you have certain health conditions or take medications that suppress your immune system and have not responded well to COVID-19 vaccines or boosters, you may qualify for other potential medications such as Remdesivir, an injectable antiviral given over 3 days at an infusion clinic.
101 S Saints Blvd Ste. 101, Edmond, OK 73034, United States -
Jim Dunn – State Farm Insurance Agent
● ClosedJim Dunn – State Farm Insurance Agent is a trusted institution located at 3416 Northwest 178th Street in Edmond, Oklahoma, United States. With over 40 years of experience, Jim Dunn and his team are dedicated to providing quality insurance and financial services to the community. Specializing in auto and home insurance, the agency also offers a variety of additional products to ensure that customers are prepared for life's uncertainties. Jim Dunn, a lifelong resident of Oklahoma, is actively involved in the local community and is a proud member of the Edmond Chamber of Commerce. The team at Jim Dunn State Farm is committed to helping policyholders manage the risks of everyday life and is ready to assist with all insurance needs, including auto, homeowners, renters, life, and small business insurance. Stop by the agency today or contact them for a quote to see how they can help protect what matters most to you.
3416 NW 178th St, Edmond, OK 73012, United States -
Thomas Webber - State Farm Insurance Agent
● ClosedThomas Webber - State Farm Insurance Agent is a trusted insurance agency located at 3925 East Memorial Road in Edmond, Oklahoma. As a third-generation State Farm agent, Thomas Webber is dedicated to providing exceptional service to the community. With over 25 years of combined experience, the team at this agency is committed to helping clients manage the risks of everyday life and ensure that life goes right. Thomas Webber and his team offer a wide range of insurance products, including auto, home, commercial, life, and health insurance. They take the time to explain coverage options and tailor policies to meet the specific needs of each individual client. Whether you are looking to protect your home, car, or business, Thomas Webber State Farm is here to help.
3925 E Memorial Rd, Edmond, OK 73013, United States -
Blake Jordan - State Farm Insurance Agent
● ClosedWelcome to the Blake Jordan State Farm Insurance Agency in Edmond, OK. Located at 16504 North Pennsylvania Avenue, our agency is proud to serve the Edmond community and surrounding areas. We offer a variety of insurance services including Auto Insurance, Home Insurance, Renters Insurance, Life Insurance, Health Insurance, and Small Business Insurance. Our team has over 16 years of combined experience in the insurance industry, and we are dedicated to exceeding the expectations of our customers. As a State Farm agent, Blake Jordan and his team are committed to providing personalized insurance solutions and exceptional service to our community. We believe in safeguarding what matters most and empowering our customers to achieve their goals for the future. Our mission is to listen, educate, and learn about our customer's needs so that we can plan together for a secure future.
16504 N Pennsylvania Ave, Edmond, OK 73012, United States -
Kyle Dace - State Farm Insurance Agent
● ClosedKyle Dace - State Farm Insurance Agent is an insurance agency located at 17320 North May Avenue, Edmond, Oklahoma. Serving the Edmond and Oklahoma City area, the agency offers a range of insurance and financial services to meet your specific needs. With a team of licensed insurance professionals with a total of 9 years of combined experience, they provide Home, Auto, Life & Health Insurance Products. Whether you need a free quote or assistance with managing risks and realizing your dreams, the Kyle Dace State Farm Agency is here to help. The agency also offers tips on home renovations, rural road driving, motorcycle safety, and more. Meet the team including Nicole, Stephen, and Dylan, who are dedicated to providing excellent customer service and ensuring you are covered for all of life's uncertainties. Contact Kyle Dace State Farm today for all your insurance needs.
17320 N May Ave Ste B, Edmond, OK 73012, United States -
State Farm: Dennis Chaumont
● ClosedState Farm: Dennis Chaumont is an insurance agency located at 325 North Bryant Avenue in Edmond, Oklahoma, United States. They specialize in Auto Insurance, Home Insurance, Small Business Insurance, and Life Insurance for clients in Edmond and the surrounding areas. The team at State Farm is dedicated to establishing personal relationships with their clients and helping them understand the risks they face on a daily basis. The agency offers valuable tips on preventing drowsy driving, navigating rural road risks, and handling DIY auto maintenance to combat rising repair costs. They prioritize customer protection and privacy, advising against sharing sensitive personal information.
325 N Bryant Ave, Edmond, OK 73034, United States -
Drew Vincent - State Farm Insurance Agent
● ClosedDrew Vincent - State Farm Insurance Agent is a trusted insurance agency located at 100 Northwest 150th Street in Edmond, Oklahoma. Our dedicated team is committed to serving the community by providing a wide range of insurance and financial services. Whether you need Auto Insurance, Homeowners Insurance, Life Insurance, or Business Insurance, we are here to help. Our experienced team is passionate about helping customers manage risks, recover from the unexpected, and achieve their dreams. We also offer free Oklahoma Notary Public services by appointment. Contact us today for a free insurance quote and let us help you protect what matters most.
100 NW 150th St A1, Edmond, OK 73013, United States -
Courtesy Insurance Agency
● ClosedCourtesy Insurance Agency, located at 813 East 33rd Street in Edmond, Oklahoma, is a trusted insurance agency specializing in insuring financial institutions. Our team is dedicated to providing tailored lending coverage to manage risk and protect your loan portfolio. With our secure technology and expert guidance, you can trust that your collaterals are protected when it counts the most. In addition to our core services, we offer a variety of other insurance products and services. Contact us today for a FREE lending portfolio analysis and see how we can help you secure your financial institution.
813 E 33rd St, Edmond, OK 73013, United States -
Forge Financial
● ClosedForge Financial is a finance institution located at 2901 South Bryant Avenue in Edmond, Oklahoma. As Oklahoma's longest tenured Dave Ramsey SmartVestor Pro, we are dedicated to helping our clients with investing and financial planning for retirement using faith-based principles. Our team believes in forming personal relationships with our clients to help them make wise financial decisions and establish goals for their financial future. With over 20 years of experience working with Dave Ramsey, we have integrated his Baby Steps into our DNA and business practices. When you choose Forge Financial as your SmartVestor Pro, you can trust that you will have a team of professionals committed to educating, empowering, and helping you reach your investment goals. We offer comprehensive investment strategies, insurance planning, estate planning, and tax advice to support you in achieving your financial goals. Securities are offered through LPL Financial, Member FINRA/SIPC, and investment advice is offered through Forge Financial Services, LLC. We take a holistic view of your financial goals, considering your assets, beliefs, and principles, and manage risks associated with potential losses. Our goal is to help you be successful and retire with dignity.
2901 S Bryant 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 -
Alliance Insurance and Consulting
● ClosedAlliance Insurance and Consulting is a reputable institution located at 1603 East 19th Street in Edmond, Oklahoma, United States. We specialize in providing comprehensive insurance solutions and expert consulting services to individuals and businesses alike. Our team of experienced professionals is dedicated to helping our clients navigate the complexities of the insurance industry and make informed decisions to protect their assets and achieve their financial goals. With a commitment to personalized service and a focus on building long-lasting relationships, Alliance Insurance and Consulting is your trusted partner in risk management and financial planning.
1603 E 19th St Suite 103, Edmond, OK 73013, United States -
Cornerstone Planning Group Llc
● ClosedCornerstone Planning Group LLC is a finance and insurance agency located at 805 East 33rd Street in Edmond, Oklahoma, United States. With a focus on providing comprehensive financial planning services, our team of experienced professionals is dedicated to helping individuals and businesses achieve their financial goals. Whether you are looking for retirement planning, investment advice, or insurance coverage, Cornerstone Planning Group LLC is here to help you navigate the complexities of the financial world. Contact us today to schedule a consultation and take the first step towards securing your financial future.
805 E 33rd St, Edmond, OK 73013, United States -
Edward Jones - Financial Advisor: Brett A Thompson, CFP®
● ClosedEdward Jones - Financial Advisor: Brett A Thompson, CFP® is a reputable financial institution located at 17300 North May Avenue in Edmond, Oklahoma, United States. Specializing in finance, their experienced advisor, Brett A Thompson, is a Certified Financial Planner (CFP®) who provides personalized financial planning services to help clients achieve their financial goals. With a commitment to excellence and a focus on building long-term relationships, Edward Jones is a trusted name in the industry for individuals seeking expert financial advice and guidance.
17300 N May Ave Suite B, Edmond, OK 73012, United States -
T L Cross Brokerage
● ClosedT 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.
708 W 15th St #120, Edmond, OK 73013, United States -
The Advisors Raymond James
● ClosedThe 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.
2417 S Bryant Ave, Edmond, OK 73013, United States
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