Best Financial Advisors in Edmond, OK

The highest-rated Financial Planning & Wealth Management companies out of 172 vetted & reviewed in the Edmond area.

RBC TAX

RBC TAX

(29)
Tax Services, Business Services, Quickbooks Services
“They assisted me with some potential future retirement questions, and Ryan even ran some simulations to determine what our best plans were to enter retirement in good shape.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1989
2940 NW 156th St, Edmond, OK
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Hale & Company, CPA

Hale & Company, CPA

(4)
Tax Services, Business Services, Quickbooks Services
“He helped me understand every step of our financial process and was a delight to work with.”
Accepts All Major Credit Cards
Free Initial Consultation
Licensed, BBB Rating: A+
Transparent Fees & Pricing
1300 E 15th St #150, Edmond, OK
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Womack Investment Advisers

Womack Investment Advisers

(7)
Portfolio Management, Tax Planning, Integrated Planning
“I would definitely recommend their services to anyone looking for someone experienced and knowledgeable about what it takes to grow your investment for your future endeavors (i.”
Accepts All Major Credit Cards
Licensed, BBB Rating: A
Free Initial Consultation
In Business Since 2003
1366 E 15th St, Edmond, OK
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Epsilon Accounting Solutions

Epsilon Accounting Solutions

(26)
Tax Services, Business Services, Services For Quickbooks
“Ahmed was absolutely amazing to work with and not only made the tax process extremely easy he explained every single step of the way and gave great advice.”
Free Initial Consultation
Transparent Fees & Pricing
In Business Since 2022
2524 N Broadway #503, Edmond, OK
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Elmore Tax & Accounting Services

Elmore Tax & Accounting Services

(20)
  • Income
“Travis not only handled the current year's complicated tax situation that brought us to his office, but he also did the (max) three years previous returns and found us the money I had left on the table”
Transparent Fees & Pricing
Accepts Check
Free Initial Consultation
In Business Since 2018
1015 Waterwood Pkwy, Edmond, OK
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Roger Ely CPA

Roger Ely CPA

(10)
For Small Businesses, Additional Services, For Individuals
“He has shown great ability to navigate the difficulties of personal, farm, and business tax considerations and to come to the best structure for my family and my business.”
In Business Since 2021
1015 Waterwood Pkwy Ste G Unit K-1, Edmond, OK
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CPA Plus

CPA Plus

Get Your IRS File, Buy Quickbooks and Save, New Business Formation
“If you are looking for a blend of personal service and expertise, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. Our rates are affordable. We are experienced and we'...”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 2009
1500 W Edmond Rd, Edmond, OK
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Ironhorse Investments & Estate Planning/ Steven D. Kaestner

Ironhorse Investments & Estate Planning/ Steven D. Kaestner

(2)
Client Login, Questions?, Who We Are
“I highly recommend Ironhorse to those looking for a trustworthy Financial Planners, they are top notch in every way and treat me and my son like family.”
Family Business
CFP, CPA, CFP, CDFA Certified
20+ Years Experience
15401 N May Ave #500, Edmond, OK
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Soard Financial Management

Soard Financial Management

(2)
Tax Planning, Soard Financial Concepts, LLC, Income Planning
“Great dude Awesome service.”
In Business Since 2010
1967 W 33rd St #110, Edmond, OK
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Howard and Howard Enterprises

Howard and Howard Enterprises

Investment, Lifestyle, Money
“Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and hone...”
In Business Since 2013
22355 N Meridian Ave, Edmond, OK
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American Property Locators

American Property Locators

(2)
“I have to admit that I was unsure when I was first contacted by this company (and every time they contacted me thereafter!”
In Business Since 1999
3855 S Blvd Suite 200, Edmond, OK
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Hughes Warren

Hughes Warren

(2)
“They make it clear their success is tied to my success and I always know they are looking out for what is best for my circumstances, no matter how they might change.”
50+ Years Experience
16350 Muirfield Pl, Edmond, OK
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Cornerstone Wealth Management

Cornerstone Wealth Management

(1)
“He gives excellent customer service and is highly personable and understanding to his client's needs and goals, taking into account their current financial circumstances and lifestyle!”
In Business Since 2021
869 E 33rd St, Edmond, OK
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JM2 Capital - Business Consulting & Wealth Management

JM2 Capital - Business Consulting & Wealth Management

“Whether you are creating a new organization, looking to maximize the profit of an existing business, or stewarding cash for a desired return, you need partners who understand the importance of managing what you have created. At JM2, we look at your s...”
In Business Since 2015
16340 Muirfield Pl, Edmond, OK
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Blevins & Sanchez

Blevins & Sanchez

(5)
“I know that doesn't mean a lot to some people, but when the going is rough and someone is thoughtful enough to take an extra minute to be kind, it makes an impression!”
In Business Since 2013
1909 Castle Rock, Edmond, OK
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Shaw Financial Services

Shaw Financial Services

(5)
“We were referred to this company from a friend, and are very happy with the results.”
In Business Since 2004
2901 S Bryant Ave, Edmond, OK
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Raymond James Financial Services

Raymond James Financial Services

Individuals, Business Owners
“Consulting and Financial Planning Services offered through Keating Financial Advisory Services, Inc. Keating & Associates and Keating Financial Advisory Services, Inc. are not registered broker/dealers and are independent of Raymond James Financial S...”
In Business Since 2000
211 N Broadway #200, Edmond, OK
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Waddell & Reed

Waddell & Reed

(3)
“Patricia Shaw was so good and patient to explain retirement planning to me!”
Accepts All Major Credit Cards
In Business Since 1941
1425 Fretz Ave, Edmond, OK
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Burnett Financial Group

Burnett Financial Group

(1)
“Burnett Financial Group has handled our investments for years and is always looking out for our best interest in the markets.”
In Business Since 2009
2569 S Kelly Ave #3881, Edmond, OK
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Lifemore Financial Group

Lifemore Financial Group

“Donating to charity can make a difference at any time of the year. But taking a strategic approach, possibly as part of your year-end tax planning, could offer tax benefits and potentially increase your ability to give. This article provides an overv...”
Remote Consultations Available
In Business Since 2016
869 E 33rd St, Edmond, OK
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Main Street Advisors

Main Street Advisors

“Our mission is to step out from the crowd and be an essential partner in clients' lives; always focusing on our fiduciary role to help them plan their financial future and together, enjoy a shared purpose.”
Free Initial Consultation
In Business Since 2017
2500 S Broadway #122, Edmond, OK
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Fleetwood Benefit Services

Fleetwood Benefit Services

Tax Planning, Investment Planning, Estate Planning
“Fleetwood Benefit Services, Inc. is an independent fiduciary wealth management firm that helps our clients, who have been successful in their professions, preserve and grow their wealth. Our process combines decades of customized financial planning e...”
In Business Since 2013
2936 Via Esperanza Ste. A, Edmond, OK
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Tungsten Wealth Management

Tungsten Wealth Management

Your Services
“The power to control your estate is reserved for those who plan accordingly. Our team will evaluate the financial aspects and help you live on, or leave on in the most tax efficient way.”
Licensed
In Business Since 2017
15816 N Pennsylvania Ave Suite #1, Edmond, OK
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Fifth Avenue Wealth Management

Fifth Avenue Wealth Management

In Business Since 1997
14033 N Eastern Ave, Edmond, OK
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Retirement Planning and Investment Management Services in Edmond, OK Cost Estimates

Minimum cost
$1154
Maximum cost
$9802
National Average
$3460
Avg Per Hour Rates
$346
$2307
$6343
Typical price range is based on 390 cost profiles
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Average Cost $3460
Minimum cost $1154
Maximum cost $9802
Avg Per Hour Rates $346

Typical range $2307 to $6343 is based on 390 cost profiles.

Why these companies made our list

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