Financial Planners in Northeast Oklahoma City Edmond, OK

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1. Edward Jones - Financial Advisor: John C Stark, AAMS™

Edward Jones - Financial Advisor: John C Stark, AAMS™

3201 E Memorial Rd Ste D, Edmond, OK 73013

OPEN NOW:8:00 am - 5:00 pm

From Business: Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education…

YP
103 Years
in Business

2. Annuity General

Annuity General

Serving the Edmond Area

OPEN 24 HOURS

From Business: Call now for a Free Information Kit authored by a leading USA retirement income planning firm. Pros and cons on annuities, discover ways to maximize retirement income & easy to…

3. Legacy By Design

Legacy By Design

Serving the Edmond Area

From Business: Legacy By Design provides financial planning, voluntary employer benefits, tax strategist services, fixed annuities, retirement planning, medicare, life insurance and free…

YP
8 Years
in Business

4. Scott Schaefer - Thrivent

Scott Schaefer - Thrivent

1616 E 19th St Ste 101, Edmond, OK 73013

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Scott Schaefer is committed to providing financial advice,…

5. Daryl Osmus - Thrivent

Daryl Osmus - Thrivent

1616 E 19th St Ste 102, Edmond, OK 73013

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Daryl Osmus is committed to providing financial advice,…

6. Ethan Hulme - Thrivent

Ethan Hulme - Thrivent

1616 E 19th St Ste 102, Edmond, OK 73013

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Ethan Hulme is committed to providing financial advice,…

7. Preston Schaefer - Thrivent

Preston Schaefer - Thrivent

1616 E 19th St Ste 101, Edmond, OK 73013

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Preston Schaefer is committed to providing financial advice,…

8. Chappelwood Financial Services

Chappelwood Financial Services

1725 E 15th St, Edmond, OK 73013

OPEN NOW:8:30 am - 5:00 pm

From Business: Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex…

YP
23 Years
in Business

9. Wells Fargo Advisors

Wells Fargo Advisors

3540 S Boulevard Ste 110, Edmond, OK 73013

From Business: A Heritage of Client Service and Unparalleled Financial Investment Capabilities. Wells Fargo Advisors is one of the nation's premier financial services firms, serving and…

13. Natalie Tomlin - Financial Advisor, Ameriprise Financial Services

Natalie Tomlin - Financial Advisor, Ameriprise Financial Services

9104 N Kelley Ave, Oklahoma City, OK 73131

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

14. Mason Pieratt - Financial Advisor, Ameriprise Financial Services

Mason Pieratt - Financial Advisor, Ameriprise Financial Services

9104 N Kelley Ave, Oklahoma City, OK 73131

OPEN NOW:9:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

15. Marks & Associates - Ameriprise Financial Services

Marks & Associates - Ameriprise Financial Services

9104 N Kelley Ave, Oklahoma City, OK 73131

OPEN NOW:8:30 am - 5:00 pm

From Business: At Marks & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, we understand that setting goals for your financial future is important. Of…

16. Julie Marks - Private Wealth Advisor, Ameriprise Financial Services

Julie Marks - Private Wealth Advisor, Ameriprise Financial Services

9104 N Kelley Ave, Oklahoma City, OK 73131

OPEN NOW:8:30 am - 4:30 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

17. Bass Investment Group

Bass Investment Group

1409 NW 150th St, Edmond, OK 73013

OPEN NOW:8:00 am - 5:30 pm

From Business: Using a team approach, we help you make the most of the one life you have by using wealth management techniques designed to help achieve your financial goals through…

YP
35 Years
in Business
Amenities:
Wheelchair accessible

18. Allstate Personal Financial Representative: Robert Karaya

Allstate Personal Financial Representative: Robert Karaya

16608 N Western Ave, Edmond, OK 73012

OPEN NOW:9:00 am - 5:00 pm

From Business: I work closely with families and small business owners to uncover their unique financial needs and help provide appropriate coverage choices.

19. Greg Hester - Financial Advisor, Ameriprise Financial Services

Greg Hester - Financial Advisor, Ameriprise Financial Services

16311 Sonoma Park Dr Ste B, Edmond, OK 73013

OPEN NOW:8:30 am - 5:00 pm

From Business: Setting goals for your financial future is important. Of course, with unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can…

20. Zach Archer - Financial Advisor, Ameriprise Financial Services

Zach Archer - Financial Advisor, Ameriprise Financial Services

6701 Broadway Ext Ste 400, Oklahoma City, OK 73116

OPEN NOW:8:00 am - 5:00 pm

From Business: Setting goals for your financial future is important. With unpredictable markets and the unexpected twists and turns that come with life, getting to those goals can sometimes…

21. Pinnacle Financial Advisors

Pinnacle Financial Advisors

1000 W Wilshire Blvd Ste 338, Oklahoma City, OK 73116

OPEN NOW:9:00 am - 5:00 pm

From Business: Thrivent is a membership-owned holistic financial services organization that believes money is a tool, not a goal. Pinnacle Financial Advisors is committed to providing…

22. Mariner

Mariner

1601 NW Expressway Ste 1850, Oklahoma City, OK 73118

OPEN NOW:8:00 am - 5:00 pm

From Business: Access to a wealth of knowledge and solutions.

23. Edelman Financial Engines

Edelman Financial Engines

1601 NW Expressway Ste 1525, Oklahoma City, OK 73118

OPEN NOW:8:30 am - 5:00 pm

From Business: The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in…

24. D.A. Davidson

D.A. Davidson

1601 NW Expressway Ste 1105, Oklahoma City, OK 73118

OPEN NOW:8:00 am - 4:00 pm

From Business: As a client of OKC Wealth Management, you can expect the same kind of honesty, caring and professionalism that Jim and Kevin have demonstrated throughout their careers. With…

25. Bluecrest Financial Alliances - Oklahoma

Bluecrest Financial Alliances - Oklahoma

6305 Waterford Blvd Ste 300, Oklahoma City, OK 73118

OPEN NOW:8:00 am - 4:30 pm

From Business: As a general agency of Massachusetts Mutual Life Insurance Company (MassMutual), we help people like you take the next step toward a more secure financial future. The…

26. RJ Paquet - RBC Wealth Management Financial Advisor

RJ Paquet - RBC Wealth Management Financial Advisor

6301 Waterford Blvd Ste 401, Oklahoma City, OK 73118

OPEN NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

27. Bill Piazza - RBC Wealth Management Financial Advisor

Bill Piazza - RBC Wealth Management Financial Advisor

6301 Waterford Blvd Ste 401, Oklahoma City, OK 73118

OPEN NOW:9:00 am - 5:00 pm

From Business: With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financial goals. You can depend on our investment management…

28. Wilsey Meyer Eatmon Tate PLLC

Wilsey Meyer Eatmon Tate PLLC

1900 NW Expressway, Oklahoma City, OK 73118

OPEN NOW:9:00 am - 5:00 pm
YP
26 Years
in Business

29. TS Phillips Investments Inc.

TS Phillips Investments Inc.

3401 NW 63rd St Ste 500, Oklahoma City, OK 73116

OPEN NOW:8:00 am - 4:30 pm

From Business: T.S. Phillips Investments, Inc. is an independent broker-dealer based in Oklahoma City, Oklahoma. Along with our Investment Advisor firm, Phillips Capital Advisors, we oversee…

YP
23 Years
in Business