Best Financial Planners

Why These Financial Planners?

Wimgo uses a multi-phase selection process beginning with a holistic review by our data team to check any red flags or unresolved complaints. It then selects its curated list using its expert review team on five main criteria listed below, assigning them numerical values. Finally, it selected the top 20 Financial Planners for Oklahoma City, ok.

1. Reputation

Analysis of all reviews across verifiable platforms to determine overall sentiment.

2. Expertise

Team experience and knowledge, along with number of years in business.

3. Service Quality

The quality of service delivered measured by quality, speed, and value.

4. Consistency

Rate at which the business consistently produce high quality outcomes.

5. Customer Service

Reputation and quality of customer experience departments.

Top Ranked Oklahoma City Financial Planners

Align Wealth Management

At Align Wealth Management, their only business is the delivery of objective fiduciary advice resulting in simple and elegant financial planning solutions. Their clients consist of a discerning group of individuals, families, and small business owners. They believe in straight talk, good old-fashioned common sense, hard work, reliability, and complete transparency. Some of their services include investment management, and retirement management among others. Address: 125 5th St S #201 St Petersburg, FL 33701.

Retirement Investment Advisors

At Retirement Investment Advisors whether you’re just starting out, nearing retirement, or want to enjoy retirement to its fullest, the CERTIFIED FINANCIAL PLANNER™ professionals at Retirement Investment Advisors are your guides on the path to retirement. Find your place on the path below. They have services and capabilities to help you every step of the way.

Castleview Wealth Advisors

Castleview Wealth Advisors employs a comprehensive set of services that help articulate and make progress toward your financial and personal objectives. Castleview advises clients on proactive tax planning, tax return including year-end tax planning, tax return analysis, long-term tax planning strategy, tax optimization, and roth conversion analysis. They provides plan design consulting, guidance, oversight and fiduciary advice to retirement plan trustees and other committee members.

First Command Financial Planning

First Command is dedicated to keeping you and your family financially secure from the start of your military career to retirement and beyond, at home or during deployment, in times of joy and in times of tragedy. They provide retirement planning, income planning, financial coaching, and insurance among others.

Capital Asset Management, Inc.

At Capital Asset Management, Inc. they understand how hard you work to provide comfort and security for your family now and for yourself in the future. Their team of financial advisors wants to help you make informed decisions with your money because we believe that your hard work should pay off.

Northwestern Mutual – Financial Advisor: Jake Robbins

At northwestern Mutual Wealth Management is collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Their clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from medical professionals to business owners, licensed professionals and affluent families.

Edward Jones – Financial Advisor: Sang V Tran, CFP®|AAMS®

Edward Jones financial advisor, believes it’s important to invest my time to understand what you’re working toward before you invest your money. Whether you’re planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, they can work together to develop specific strategies to help you achieve your goals. Address: 12120 N Rockwell Ave Ste A, Oklahoma City, OK 73162.

Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor

Penney Wise Wealth Advisors, As an independent investment management firm they provide Wealth Consultation Services, including comprehensive financial planning and investment management to retirees, executives, successful professionals, and business owners. They can help guide you along the path to and through retirement. No matter where you are in life, they can provide guidance, tools, and services to help you prepare for retirement on your terms.

Cameron Financial Strategies

At Cameron Financial Strategies they understand that financial planning is not about numbers on a page, it is about developing a long-term relationship between client and advisor. Cameron Financial Strategies works with hundreds of families on preparing for and enjoying a successful retirement. They also work with other financial advisors around the country, helping them with compliance and practice management issue.

Cassidy Financial Group Inc.

Cassidy Financial Group, Inc. offer a full range of financial services to help you achieve your financial goals. Their services help clients in Planning for Life Events. These include: Financial protection of loved ones and assets , Educational planning, Retirement planning, Estate planning and more. Address: North West 51st Oklahoma city.

Retirement Solutions, LLC

Retirement Solutions, LLC serves Oklahoma City, OK and surrounding communities. They provide the families and businesses they serve with innovative financial strategies, solutions and planning that result in financial clarity, security and overall financial health. Retirement Solutions, LLC provides investors custom-tailored strategies to meet short- and long-term needs. Address: 9909 South Pennsylvania Ave Oklahoma City, OK 73159

Northwestern Mutual

At northwestern Mutual Wealth Management is collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Their clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from medical professionals to business owners, licensed professionals and affluent families.

T.S. Phillips Investments, Inc.

T.S. Phillips Investments, Inc. is an independent broker-dealer based in Oklahoma City, Oklahoma. Along with their Investment Advisor firm, Phillips Capital Advisors, they oversee $1 billion in assets from a variety of investors including individuals, institutions, and business owners. Whether you are investing to build wealth, protect your family, or preserve your assets, their personalized service focuses your needs, wants, and long-term goals.

Mariner Wealth Advisors

Mariner Wealth Advisors was founded with a vision of helping clients and their families navigate their financial futures. The firm was specifically designed based on client feedback with the aim of solving more issues than a traditional advisory firm. Some of their services include: Wealth Advice, Tax Planning & Preparation Risk Management , Estate Planning & Trust Services, Specialized Business Services.

AXA Advisors, LLC

At AXA their individual and group life insurance policies encompass both savings and retirement products, on the one hand, and other health and personal protection products, on the other. The property-casualty business includes the insurance of personal property (cars, homes) and liability (personal or professional). It covers a broad range of products and services designed for our individual and business clients.

Sri Jonnada

At journey Financiaal founded by Sri’s whom expertise include business planning, retirement and investment planning, insurance and income protection, and estate conservation. His years of experience as an entrepreneur and working with business owners, combined with countless hours learning academic business principles, gives him a working knowledge in many business matters.

Arvest Asset Management

The story of Arvest is one of commitment started by our founders, an intense dedication to focusing on the customer. This philosophy has remained the same during their growth from a small bank to a group of community banks able to provide a complete range of financial services. They provide full range of financial services.

Merrill Lynch Wealth Management

At Merrill financial advisors at their Branch can offer financial strategies that come from years of combined wealth management knowledge and experience. They also stress that their role goes beyond wealth management. Employing the broad resources of Merrill, their financial advisors can assist with retirement planning, guidance on concentrated stock positions, traditional investments and estate planning services, while working with your other professionals, such as estate and tax attorneys.

Wells Fargo Advisors

At Wells Fargo their team of Financial Advisors can provide a full range of financial products and services, from helping you select individual investments to developing a retirement plan. They have access to a broad array of company resources including research analysts and economic and market experts who help us make informed investment recommendations based on your needs. Address: 211 N. Robinson, One Leadership Square, SUITE 1600, Oklahoma City, OK 73102-0000.

Oath Law | Oath Planning

At Oath Law they use technology and a proven process to create estate plans that work for every person who has things they value and people that they cherish and want to protect. Oath Law was established to provide obtainable estate planning to every family.