Edmond Financial Advisors

in Edmond, OK

Sample Reviews

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It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
to anyone who is looking for a top quality insurance broker.
- brian D.
A

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Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
(aka Dr.
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
saying, "Help me
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
, and will use him again in the future if I need to.

- Dianne H.

Edmond Financial Advising Articles

Financial Advising reviews in Edmond

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Edmond Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Edmond Financial Planners Provider Name Locked
and
Edmond Financial Planners Provider Name Locked
made the process of restating our trust documents
Edmond Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Edmond Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Edmond Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Edmond Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Edmond Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
A

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Mr.
Edmond Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Edmond Financial Planners Provider Name Locked
.
- Linda V.
A

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Doc
Edmond Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
A

Rating
From the first phone call to the appointment everything was great he was on time for the appointment and even called me during the period of us setting the appointment he always kept me informed of what was going on with my policy/account. I would recommend him to anyone who would like to sit down and be more financially independent.
- hector F.
A

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My husband searched a long time for a financial adviser he could trust to manage our portfolio when he could no longer oversee it. He was afraid, since I have such a soft heart, that someone would take advantage of me.
He found that special person in
Edmond Financial Planners Provider Name Locked
Edmond Financial Planners Provider Name Locked
.
My husband was impressed with him when he handled our account at Fidelity. Then when he went out on his own, my husband tracked him down and engaged him to be our financial caretaker.
We have been working with
Edmond Financial Planners Provider Name Locked
since 2003. As I am a widow for some years now, the faith my husband put in
Edmond Financial Planners Provider Name Locked
was well-placed. The portfolio, although conservatively invested, has grown substantially.
I consider
Edmond Financial Planners Provider Name Locked
, not only wise and
Edmond Financial Planners Provider Name Locked
with my investments, but a good friend, concerned with my general well being also. He tells a really good joke, too!
- PEGGY B.
A

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KEPT US INFORMED ON OUR FINANCIAL INVESTMENTS AND WAS AVAILABLE AT ANY TIME WE HAD A QUESTION OR WANTED TO MAKE A CHANGE GAVE US VERY GOOD ADVICE IN INVESTMENTS THAT WOULD HELP US GROW OUR ACCOUNTS IN A WELL BALANCED PORTFOLIO.
- Margie K H.
A

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Couldn't be happier with professionalism, clarity, and quality of the legal work completed for us by
Edmond Financial Planners Provider Name Locked
and the owner of this business,
Edmond Financial Planners Provider Name Locked
. Some attorneys withhold information and don't always provide clients with the big picture and understanding of estate
Edmond Financial Planners Provider Name Locked
. In the owner's case, it's second nature to him to keep things straightforward without complicating legalities that get written into every document. Their web site is an excellent resource for anyone that wants to gain a better understanding of estate
Edmond Financial Planners Provider Name Locked
. Whenever we make any changes to our estate documents, we'll use
Edmond Financial Planners Provider Name Locked
and
Edmond Financial Planners Provider Name Locked
. I highly recommend this ethical, honest, business.
- Jack B.
F

Rating
WOW! Seriously!!! I called a tax attorney to ask a tax related question
and get help and he basically told me he had to go, didn't listen to me
and hung up on me. The entire conversation lasted 9 minutes and 21
seconds and that includes speaking to the receptionist and getting
transferred. I guess because I didn't sound like I was dripping money I
wasn't worth helping. What a jerk!
- Jaclyn R.
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