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Top Rated Financial Advisors

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Over 1,615 reviews for
Oklahoma City Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

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Local Articles in Oklahoma City

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

piggy bank full of coins

You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

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Financial Advising reviews in Oklahoma City

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Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Oklahoma City

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

6303 WATERFORD BLVD
Oklahoma City

Accelerated Benefits

5880 Venture Drive

Accord Insurance

14108 NW 124th St
Yukon

Alan J. Goldfarb, Hilltop Securities Inc.

4811 Gaillardia Parkway, Suite 105
Oklahoma City

Alex Martinez - COUNTRY Financial

3817 NW Expressway Suite 730

Align Wealth Management

13921 Quail Pointe Dr
Oklahoma City

Allegiant Group Inc

189 W Clarkston Rd

Allstate Insurance Company-Addison Gardner

7206 W Hefner Road
Oklahoma City

AMERICAN CAPITAL SECURITIES

3030 NW EXPRESSWAY
Oklahoma City

AXA ADVISORS

4801 Gaillardia Pkwy # 202
Oklahoma City

BANCOKLAHOMA INVESTMENT CTR

1500 S MIDWEST BLVD
Oklahoma City

BARBARA YOUNG FOUNDATION

6301 N WESTERN AVE
Oklahoma City

BENCHMARK FINANCIAL GROUP INC

2932 NW 122nd St Ste 19
Oklahoma City

Bertrand Financial Solutions

9909 S Pennsylvania Ave
Oklahoma City

BILJO LTD CO

1106 WHISPERING OAKS DR
Oklahoma City

BlakeHill Financial Group

909 S Meridian
Oklahoma City

BOSC INC

201 ROBERT S KERR AVE
Oklahoma City

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Butler Insurance Agency/Farmers Insurance

13140 N. MacArthur Blvd
Oklahoma City

CANAAN INVESTMENTS INC

10601 N PENNSYLVANIA AVE
Oklahoma City

CAPITAL WEST SECURITIES

211 N ROBINSON AVE
Oklahoma City

CENTURY ADVISORS LLC

3503 NW 63RD ST
Oklahoma City

Copia Brokers

Oklahoma City

Core Business and Financial Services

8901 Commerce Park Dr
Oklahoma City

Credit Coach & Business Funding

538 E Memorial Rd
Oklahoma City

Credit Dr

116 N Wall Ave

Credit Repair Oklahoma City

110 N Robinson Ave

David Thompson LLC

13320 N MacArthur Blvd
Oklahoma City

DORCHESTER CAPITAL CORP

210 PARK AVE
Oklahoma City

EDWARD JONES

420 S BROADWAY AVE
Oklahoma City

EDWARD JONES

351 N AIR DEPOT BLVD HH
Oklahoma City

EDWARD JONES

5100 N Brookline Ave Ste 615
Oklahoma City

EDWARD JONES

3833 NW 63RD ST
Oklahoma City

EDWARD JONES

6805 N Classen Blvd
Oklahoma City

EDWARD JONES

7542 BERKLEY AVE
Oklahoma City

EDWARD JONES

11959 N PENNSYLVANIA AVE
Oklahoma City

EDWARD JONES

11330 N MAY AVE
Oklahoma City

EDWARD JONES

4700 NW 23RD ST
Oklahoma City

EDWARD JONES

101 N DOUGLAS BLVD
Oklahoma City

EDWARD JONES

7101 NW EXPRESSWAY
Oklahoma City

EDWARD JONES

12460 Saint Andrews Dr Ste B
Oklahoma City

EDWARD JONES

28 SW 104TH ST
Oklahoma City

EDWARD JONES

7417 S WESTERN AVE
Oklahoma City

EDWARD JONES

6911 NW 122ND ST
Oklahoma City

EDWARD JONES

9300 S PENNSYLVANIA AVE
Oklahoma City

EDWARD JONES

11912 S MAY AVE
Oklahoma City

EDWARD JONES

11711 S WESTERN AVE
Oklahoma City

F.A.T. Freedom

4/41 Meinzinger Ave.

Financial & Retirement Solutions

3030 NW Expressway
Oklahoma City

Freyman CPA, P.C.

57 Washington Ave

HOFFMAN OIL

3037 NW 63RD ST
Oklahoma City

Home Companies LLC

6051 North Brookline Ave Suite 103-A
Oklahoma City

HR Consultants Now

9008 Shady Grove Rd
Oklahoma City

iBank

3090F Pullman St

IBC AGENCY INC

3601 NW 63RD ST
Oklahoma City

Insurance Agent - Jim Bryan

1600 W EDMOND RD
Edmond

INVESTMENT CENTERS OF AMERICA

1ST NATIONAL BANK OF M W C
Oklahoma City

Investment Counseling Services, Inc.

219 W. Boyd St. Suite 205
Norman

IP Financial Advisors

13308 N Macarthur Blvd
Oklahoma City

IRS Tax Help Team

1201 S Beach Blvd

J MARK BURTON - STATE FARM INSURANCE

1472 N Mustang Rd # 100
Mustang

JOHANNING JOHN INC

4200 PERIMETER CENTER DR
Oklahoma City

JOHN JOHANNING

4200 PERIMETER CENTER DR 245
Oklahoma City

Justice Squad Enterprises

829 Owl St
Norman

K DAVIS INS & FINANCIAL SVC

7106 NW 39TH EXPY
Bethany

Lendinero

848 Brickell Ave 603

LEONARD SECURITIES INC

1900 NW EXPRESSWAY ST
Oklahoma City

Lewis & Lewis Accounting Tax CPA

2400 NW 154th Street
Edmond

Lost Angels International, Inc.

1170 Peachtree Street NE

Love It Financial Solutions

8217 N. Rockwell Ave. #902
Oklahoma City

Midwest Properties LLC

127 NW 62nd St
Oklahoma City

Money Wurx

PO Box 1315 mailing, 217 Kleinhans rd physical

MORGAN STANLEY

6305 WATERFORD BLVD
Oklahoma City

My Oklahoma Payday

2525 NW Expressway
Oklahoma City

NORICK INVESTMENT CO

5400 N GRAND BLVD
Oklahoma City

Norris Auto Sales

700 S. Macarthur Blvd
Oklahoma City

Norris Auto Sales

5959 NW 39th Expressway
Oklahoma City

Oklahoma City Debt Consolidation

115 North Robinson Avenue

Oklahoma City Financial Planning Pros

212 N Ann Arbor Ave
Oklahoma City

Oklahoma Credit Repair

517 SW 59th Street
Oklahomacity

ONYX INVESTMENT LLC

3830 N MANEY ST
Oklahoma City

Payday Loans Online Today

131 Dean A McGee Ave
Oklahoma City

Peak Financial Corporation

3030 NW Expressway Suite 200
Oklahoma City

Penney Wise Wealth Advisors

10900 Hefner Pointe Drive, Suite 302

PRIMERICA FINANCIAL SVC

1330 N CLASSEN BLVD
Oklahoma City

SECURITIES AMERICA INC

8005 S I 35 SERVICE RD
Oklahoma City

SMITH BARNEY

6305 Waterford Blvd Ste 240
Oklahoma City

STEPHENS INC

100 N BROADWAY AVE
Oklahoma City

SWYDEN & SONS INVESTMENTS INC

2711 S MAY AVE
Oklahoma City

T S PHILLIPS INVESTMENTS INC

3401 NW 63rd St # 500
Oklahoma City

TAX BUSTERS

4717 S WESTERN AVE
Oklahoma City

The Mutual Fund Store

1800 Interstate Drive, Suite 111
Norman

The Mutual Fund Store

3531 W. Memorial Road, Cross Rock Shops
Oklahoma City

TRIPLE CREEK INVESTMENTS

4109 SE 11TH ST
Oklahoma City

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

VNMutual Solutions Inc

1 Lincoln Centre

VSR

2601 NW EXPRESSWAY ST
Oklahoma City

WACHOVIA SECURITIES

211 N ROBINSON AVE
Oklahoma City

WALLACE R GIASSON INC CPA

3308 BRUSH CREEK RD
Oklahoma City

WELLS NELSON

105 N HUDSON AVE
Oklahoma City

WILBANKS SECURITIES INC

4334 NW EXPRESSWAY ST
Oklahoma City

Wilburn Financial Advising

5600 Shalimar Dr
Oklahoma City

Wilshire Pennington Group

3129 NW 63rd Suite A
Oklahoma City

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