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Oklahoma City Financial Planning Consultants

Local Businesses: 87

Access Financial Resources Inc

3621 Northwest 63rd Street
Oklahoma City, OK 73116-2042
(405) 810-8208 +view more
Tim Sechrist (Administrative)
Products: Employee Benefits
Services: Advice, Counseling, Estate Conservation, Estate Preservation, Inheritance…
Categories: Financial Planning Consultants

Advance Financial Lighthouse Inc

2200 Northwest 50th Street
Oklahoma City, OK 73112-8047
(405) 843-2380 +view more
Charles Smith (Owner)
Categories: Financial Services, Insurance Carriers, Financial Planning Consultants

Advanced Financial Concepts

3030 Northwest Expressway Suite 121
Oklahoma City, OK 73112-5466
(405) 946-9000
Darren Telford (Owner)
Products: Futures
Services: Financial Planning, Investment Planning, Life Insurance, Portfolio Planning
Categories: Estate And Property Attorneys & Lawyers, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Advantage Mobility & Medical Equipment

1845 West Reno Avenue
Oklahoma City, OK 73106-3217
(405) 440-2400
Thomas Hoover (Owner)
Products: Bathroom Accessories, Beds, Dumbwaiters, Lift Chairs, Oxygen, Ramps, Scooters,…
Services: Hospitals, Rental & Leasing, Custom Design, Installations, Showrooms, Set Up,…
Categories: Financial Planning Consultants, Wheelchairs Ramps, Lift & Scooters, Hospital, Dental & Medical Equipment & Supplies

Advisory Group

5909 Northwest Expressway
Oklahoma City, OK 73132-5161
(405) 728-1649
G Mcanally (President)
Categories: Financial Planning Consultants

Align Wealth Management

13921 Quail Pointe Drive
Oklahoma City, OK 73134-1002
(405) 607-4820
Categories: Investment Services & Advisors, Financial Planning Consultants

Ameriprise Financial - Kimbler Robinson Williams & Associates

3030 Northwest Expressway Suite 800
Oklahoma City, OK 73112-5436
(405) 605-0224
Categories: Financial Planning Consultants

Ameriprise Financial

9104 North Kelley Avenue
Oklahoma City, OK 73131-2418
(405) 286-4300
Categories: Financial Services, Financial Planning Consultants

Axa Equitable - Oklahoma City Branch

3030 Northwest Expressway Suite 121
Oklahoma City, OK 73112-5466
(405) 942-4233 +view more
John Coburn (Executive Vice President)
Categories: Financial Planning Consultants

Biggs Financial

4045 Northwest 64th Street Suite 320
Oklahoma City, OK 73116-8601
(405) 842-8087
Categories: Financial Planning Consultants

Blackburn Insurance

4901 Northwest Expressway
Oklahoma City, OK 73132-5226
(405) 721-3512
Categories: Financial Planning Consultants

Bricktown Financials

1401 Classen Drive
Oklahoma City, OK 73106-6613
(405) 228-0777 +view more
Christine Barnfield (Owner)
Categories: Financial Planning Consultants

Brown Doug Financial Advisor

13158 North Macarthur Boulevard
Oklahoma City, OK 73142-3017
(405) 470-4700
Doug Brown (Financial Advisor)
Categories: Financial Planning Consultants

Btr Financial Group

3545 Northwest 58th Street Suite 400
Oklahoma City, OK 73112-4725
(405) 702-0209
Categories: Financial Planning Consultants

C H B Financial Group

6023 Northwest 120th Court
Oklahoma City, OK 73162-1790
(405) 720-2809
Categories: Financial Planning Consultants

Cadent Capital Advisors Llc

13861 Quail Pointe Drive
Oklahoma City, OK 73134-1004
(405) 254-3122
Categories: Financial Planning Consultants

Camelot Financial Services

416 North Air Depot Boulevard
Oklahoma City, OK 73110-1734
(405) 737-0705 +view more
Categories: Financial Planning Consultants

Camelot Financial Services

416 North Air Depot Boulevard Suite C
Oklahoma City, OK 73110-1732
(405) 737-9339
Categories: Financial Services, Financial Planning Consultants

Canterra Homes

8324 Northwest 132nd Circle
Oklahoma City, OK 73142-5016
(405) 603-2500
Categories: Financial Planning Consultants

Capital Asset Management

3636 North Roff Avenue
Oklahoma City, OK 73112-3368
(405) 947-2913 +view more
Karen Oliver (Treasurer)
Categories: Financial Planning Consultants

Caskill Financial

4801 Gaillardia Parkway
Oklahoma City, OK 73142-1889
(405) 418-2138
Services: Consultations, Financial Planning, Online Services, Computer Services, E-Services,…
Categories: Financial Planning Consultants

Centaurus Financial Inc

3007 Northwest 63rd Street
Oklahoma City, OK 73116-3641
(405) 840-3990
Categories: Financial Services, Financial Planning Consultants

Change Associates Llc

6900 North Classen Boulevard
Oklahoma City, OK 73116-7210
(405) 607-1338
Categories: Financial Planning Consultants

Charles Schwab

13710 North Pennsylvania Avenue Suite 10
Oklahoma City, OK 73134-6030
(405) 775-1000
Products: Portfolio Management Investing Brokerage Accounts
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Clinton Wealth Management

100 Park Avenue
Oklahoma City, OK 73102-8006
(405) 235-7526
Categories: Financial Planning Consultants

Coil Financial Services Inc

3916 Northwest 36th Street
Oklahoma City, OK 73112-1600
(405) 943-1865
Merv Coil (Owner)
Services: Accounting, Business Planning, Tax Preparation, Business Consulting
Categories: Financial Planning Consultants

Corbin Cowan Inc

Oklahoma City, OK 73120
(405) 254-5255
Categories: Financial Planning Consultants

Covenant Global Investors

210 Park Avenue Suite 3000
Oklahoma City, OK 73102-5621
(405) 848-6999 +view more
Categories: Financial Planning Consultants

Credit Coach Llc

538 East Memorial Road
Oklahoma City, OK 73114-2215
(405) 753-5388
Rebecca Estep (Owner)
Categories: Financial Planning Consultants

Cresap Capital

9537 North Kelley Avenue
Oklahoma City, OK 73131-2443
(405) 608-6884
Categories: Financial Planning Consultants

Cunningham Karen

12436 Saint Andrews Drive
Oklahoma City, OK 73120-8601
(405) 302-2900
Karen Cunningham
Categories: Financial Planning Consultants

Dab Investments

3501 Northwest 63rd Street Suite 206
Oklahoma City, OK 73116-2202
(405) 840-4920
David Brown (Owner)
Categories: Financial Planning Consultants

Edward Jones - Financial Advisor: Bobby Abel

MAKING SENSE OF INVESTING
7101 Northwest Expressway Suite 220
Oklahoma City, OK 73132-1560
(405) 721-5535
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Brian B Cohlmia

MAKING SENSE OF INVESTING
11959 North Pennsylvania Avenue
Oklahoma City, OK 73120-7842
(405) 751-7412
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Brian C Hancock

MAKING SENSE OF INVESTING
7829 West Hefner Road Suite I
Oklahoma City, OK 73162-4301
(405) 728-0221
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Bryan M Dean

MAKING SENSE OF INVESTING
9300 South Pennsylvania Avenue Suite A
Oklahoma City, OK 73159-6918
(405) 691-6097
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Chris Moody

MAKING SENSE OF INVESTING
28 Southwest 104th Street
Oklahoma City, OK 73139-9040
(405) 895-7384
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Cliff Randall

MAKING SENSE OF INVESTING
11912 South May Avenue
Oklahoma City, OK 73170-2619
(405) 691-6027
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Frederick F Mischler

MAKING SENSE OF INVESTING
5115 North Shartel Avenue
Oklahoma City, OK 73118-6024
(405) 767-6252
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Gary B Vanduyne

MAKING SENSE OF INVESTING
7542 Berkley Avenue
Oklahoma City, OK 73116-4215
(405) 810-8055
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Jim Browning

MAKING SENSE OF INVESTING
7417 South Western Avenue
Oklahoma City, OK 73139-2009
(405) 632-8388
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Kent Coleman

MAKING SENSE OF INVESTING
6805 North Classen Boulevard Suite C
Oklahoma City, OK 73116-7230
(405) 842-4060
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Kyle Sevier

MAKING SENSE OF INVESTING
11330 North May Avenue
Oklahoma City, OK 73120-5800
(405) 755-9012
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Michael P Rainbolt

MAKING SENSE OF INVESTING
12460 Saint Andrews Drive Suite B
Oklahoma City, OK 73120-8648
(405) 755-2022
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Randy L Sevier

MAKING SENSE OF INVESTING
4700 Northwest 23rd Street Suite 1
Oklahoma City, OK 73127-2037
(405) 943-7100
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Sang V Tran

MAKING SENSE OF INVESTING
6911 Northwest 122nd Street
Oklahoma City, OK 73142-3903
(405) 720-6596
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Scott Richardson

MAKING SENSE OF INVESTING
5100 North Brookline Avenue Suite 615
Oklahoma City, OK 73112-3616
(405) 943-9991
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Teresa S Malzahn

MAKING SENSE OF INVESTING
3833 Northwest 63rd Street
Oklahoma City, OK 73116-1907
(405) 848-0047
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Edward Jones - Financial Advisor: Tonya M White

MAKING SENSE OF INVESTING
11711 South Western Avenue
Oklahoma City, OK 73170-5831
(405) 378-7886
Products: Oklahoma City Financial Advisor Investment Management Funds Investment Stock…
Services: Stocks & Bonds Investment Managers Advisors
Categories: Bonds, Financial Management & Consulting, Financial Advisory Services, Investment Management Services, Stocks & Bond Brokers

Fcti

3233 Southwest 89th Street
Oklahoma City, OK 73159-7903
(405) 681-8801
Categories: Atm Machines, Financial Planning Consultants

Financial Design Group

2216 Shadowlake Drive
Oklahoma City, OK 73159-7440
(405) 609-1919
Categories: Business Services, Financial Planning Consultants

Financial Network Investment Corporation

3333 Northwest Expressway
Oklahoma City, OK 73112-4417
(405) 951-9015
Lorrie Mckay
Categories: Financial Planning Consultants

Financial Network Investment Corporation

4631 Northwest 23rd Street
Oklahoma City, OK 73127-2103
(405) 951-9040
Carolyn Williams
Categories: Financial Planning Consultants

First Allied Securities

Oklahoma City, OK 73102
(405) 607-0768
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

First Command Financial Services

5605 Southeast 67th Street Suite A
Oklahoma City, OK 73135-1716
(405) 737-8594
Charles Kilburn (Finance Executive)
Categories: Financial Services, Financial Planning Consultants

Hughes Warren Inc

9150 North May Avenue Suite B
Oklahoma City, OK 73120-4487
(405) 418-4080
Ted Hughes (Owner)
Categories: Estate And Property Attorneys & Lawyers, Financial Services, Financial Planning Consultants, Estate And Property Lawyers & Attorneys

Integritas Estate Planning

420 Perimeter Center Drive
Oklahoma City, OK 73102
(405) 602-2700
Rick Hollis (Ceo)
Categories: Financial Planning Consultants

Investment Concepts

2525 Northwest Expressway Suite 216
Oklahoma City, OK 73112-7210
(405) 840-1221
Mike Hashemi (Owner)
Categories: Financial Planning Consultants

J.P. Morgan Private Bank

100 North Broadway Avenue Suite 400
Oklahoma City, OK 73102-8841
(405) 419-3520
Categories: Banks, Financial Services, Asset Management, Financial Advisory Services

Jones Troy Cfp

3621 Northwest 63rd Street Suite A1
Oklahoma City, OK 73116-2041
(405) 810-8208
Troy Jones (Cfp)
Categories: Financial Planning Consultants

Kpmg Llp

210 Park Avenue Suite 2850
Oklahoma City, OK 73102-5623
(405) 239-6411
Rey Reese (Partner)
Services: Auditing, Tax Return Preparation, Income Taxes
Categories: Tax Return Preparation, Public Accountants, Financial Management & Consulting

Legacy Ventures Llc

2200 Northwest 50th Street
Oklahoma City, OK 73112-8047
(405) 842-8134
Categories: Financial Planning Consultants

M R Wilson Securities Inc

Oklahoma City, OK 73110
(405) 737-2465
Categories: Financial Planning Consultants

Manchester Group Inc The

5009 North Pennsylvania Avenue Suite 106
Oklahoma City, OK 73112-8888
(405) 842-8241 +view more
Cole Newby (Owner)
Categories: Financial Planning Consultants

Mccall Joanna S Cfp

4301 Northwest 63rd Street Suite 206
Oklahoma City, OK 73116-1504
(405) 858-7755
Joanna Mccall (Cfp)
Categories: Public Accountants, Financial Planning Consultants

Morgan Stanley

6305 Waterford Boulevard Suite 240
Oklahoma City, OK 73118-1116
(405) 843-3326 +view more
Stanley Morgan (President)
Products: Bonds, Cds, Commodities, Defined Benefit, Iras, Money Markets, Mutual Funds,…
Services: Commissions, Consultations, Debt Management, Educational Planning, Estate Planning,…
Categories: Financial Planning Consultants, Security Brokers & Dealers

Nithman Finanical Group

2224 Northwest 50th Street
Oklahoma City, OK 73112-8046
(405) 767-1230
Kathy Nithman (Owner)
Categories: Financial Planning Consultants

Oklahoma Capital Investment Board

13905 Quail Pointe Drive Suite A
Oklahoma City, OK 73134-1026
(405) 848-9456 +view more
Devon Sauzek (President)
Categories: Financial Planning Consultants

Oklahoma Financial Center

12436 Saint Andrews Drive
Oklahoma City, OK 73120-8691
(405) 302-2900
Categories: Financial Planning Consultants

Omega Plans Llc

1330 North Classen Boulevard
Oklahoma City, OK 73106-6835
(405) 228-0898
Categories: Financial Planning Consultants

Pm Finance Inc

PO Box 82817
Oklahoma City, OK 73148-0817
(405) 601-9111
Categories: Financial Planning Consultants

Pricewaterhousecoopers

15 North Robinson Avenue
Oklahoma City, OK 73102-5404
(405) 236-5800
Services: Appraisals, Bookkeeping, Compensation, Employee Retirement, General Ledger,…
Categories: Public Accountants, Financial Planning Consultants

Raymond James

INDIVIDUAL SOLUTIONS FROM INDEPENDENT ADVISORS.
9075 Harmony Drive
Oklahoma City, OK 73130-6217
(405) 732-7577
Jim Parker (Manager)
Products: 403 B, Bonds, Cds, Closed End Mutual Funds, Defined Benefit, Defined Contribution,…
Services: Stocks Bonds Mutual Funds, Cd's Ira's, Advice, Analysis, Assessments, Asset…
Categories: Financial Services, Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

Sar Oklahoma Holdco Inc

1901 Northwest Expressway
Oklahoma City, OK 73118-1607
(405) 843-6666 +view more
Categories: Financial Planning Consultants

Senior Advisory Services

7814 South Pennsylvania Avenue
Oklahoma City, OK 73159-5221
(405) 681-9634
John Gorton (Owner)
Services: Consultations
Categories: Investment Services & Advisors, Financial Planning Consultants

Smiser Ray Jr

1042 Northwest 69th Street
Oklahoma City, OK 73116-7204
(405) 843-3377
Ray Smiser (President)
Categories: Financial Planning Consultants

Spectrum Financial

3545 Northwest 58th Street
Oklahoma City, OK 73112-4726
(405) 947-8800
Warren Simpson (President)
Products: Bonds, Stocks, Equities, Fixed Income Securities
Services: Brokerage Services
Categories: Financial Planning Consultants, Stock & Bond Brokers & Dealers, Stocks & Bond Brokers

The Jeffries Group

1141 North Robinson Avenue
Oklahoma City, OK 73103-4929
(405) 601-6181
Categories: Financial Planning Consultants

United Planners Financial Services Of America

3637 Northwest 51st Street
Oklahoma City, OK 73112-5610
(405) 552-3922
Categories: Financial Planning Consultants

Waddell & Reed

4301 Northwest 63rd Street
Oklahoma City, OK 73116-1549
(405) 848-0800
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Services, Financial Planning Consultants

Waddell & Reed

1684 Southwest 86th Street Suite C
Oklahoma City, OK 73159-6256
(405) 684-2000
Products: Iras, Mutual Funds, Rollover Ira, Rollover Plans, Roth Ira, Sep Ira, Simple…
Services: Asset Management, Brokerage Services, Budgeting, Consultations, Corporate Services,…
Categories: Financial Services, Financial Planning Consultants

Webber Investments

6801 Broadway Extension Suite 120
Oklahoma City, OK 73116-9060
(405) 840-3451 +view more
Dick Webber (Owner)
Products: International Securities, Global Investments
Services: Business Services, Income Planning, Indexes, Commercial Services
Categories: Financial Planning Consultants

Westside Investment Management

10900 Hefner Pointe Drive Suite 502
Oklahoma City, OK 73120-5006
(405) 286-3623
Categories: Financial Planning Consultants

Wheeler Insurance Agency

GETS YOU BACK WHERE YOU BELONG. |GETS YOU BACK WHERE YOU BELONG
2808 Wheeler Plaza
Oklahoma City, OK 73110-3099
(405) 733-1771
Kent Wheeler (Owner)
Services: Value Service, Protection, Auto Home Life, Investment Commercial
Categories: Auto Insurance, Insurance Consulting & Information Services, Financial Planning Consultants

Wilshire Pennington Group Inc

3129 Northwest 63rd Street
Oklahoma City, OK 73116-3712
(405) 751-8600 +view more
Danny Kennedy (Owner)
Categories: Financial Planning Consultants

Windle Wealth Llc

5740 Northwest 132nd Street
Oklahoma City, OK 73142-4430
(405) 603-8445
Categories: Financial Planning Consultants

Woodmen Financial Resources

2601 Northwest Expressway Suite 510w
Oklahoma City, OK 73112-7235
(405) 840-3500 +view more
Jude Offiah (Manager)
Categories: Financial Planning Consultants


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