TOP 30 Wealth transition planning in Edmond, Oklahoma

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Papin Law, PLLC is a trusted institution located at 1424 Fretz Avenue in Edmond, Oklahoma, United States. Specializing in Business Law and Estate Planning, attorney Chris Papin provides expert legal counsel to small businesses and business owners in areas such as LLC and Corporation Formation, Tax Planning, and transitioning assets to the next generation. With a focus on helping entrepreneurs and existing business owners establish and maintain proper business structures, Papin Law, PLLC also offers services in drafting trusts, wills, and structuring effective plans to maintain wealth and minimize risk for families. With a comprehensive approach to legal counsel, Papin Law, PLLC ensures that clients receive guidance tailored to their business and family goals. By providing structured and intentional expert advice during all stages of the business and family lifecycle, the legal team at Papin Law, PLLC helps clients make informed decisions to protect their assets and achieve their objectives.

Transcendent 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.

Edward Jones - Financial Advisor: Casey Green is a finance institution located at 225 Lilac Drive in Edmond, Oklahoma, United States. As a trusted financial advisor, Casey Green provides personalized financial planning services to help clients achieve their financial goals. With a focus on building long-term relationships, Casey Green offers expert guidance and support in areas such as investments, retirement planning, and wealth management. Whether you are planning for the future or navigating a financial transition, Edward Jones - Financial Advisor: Casey Green is committed to helping you make informed decisions and secure your financial future.