Best Financial Advisors in Midwest City, OK

The highest-rated Financial Planning & Wealth Management companies out of 117 vetted & reviewed in the Midwest City area.

OKC Investment Advisors

OKC Investment Advisors

“Founded by Kevin G. Nichols in 2013, OKC Investment Advisors is the culmination of a vision born out of the 2008-09 financial crisis. We believe this is a new era in investing. With markets becoming more globally connected, faster-moving, and news an...”
In Business Since 2013
Suite 430-C, 3545 NW 58th St, Oklahoma City, OK
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Anthony Du EA, Tax Advisor Services

Anthony Du EA, Tax Advisor Services

(30)
Business Consulting, TAX Preparation
“We always get great service even when we are not so timely at providing the information he has always been patient and very informative on what exactly he is asking us to provide.”
In Business Since 2015
8204 S Pennsylvania Ave, Oklahoma City, OK
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Credit Coach Queen & Business Funding Oklahoma City

Credit Coach Queen & Business Funding Oklahoma City

(27)
  • Car
  • Credit Score
  • Information
“Best Credit Repair company ever Becky and her team were so helpful I just set back and watched my scores go up, I used them in 2008 and I still call and get help, everyone should use the credit coach queen!!”
In Business Since 2018
Free Initial Consultation
3030 Northwest Expy #200, Oklahoma City, OK
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Core Group

Core Group

(30)
Accountants
“I love having my hands off all the bookkeeping and can trust that there are professionals actively seeking ways to help me out and even save me money when each quarter rolls around.”
In Business Since 2008
Accepts All Major Credit Cards
8901 Commerce Park Dr, Oklahoma City, OK
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Gorton Financial Group

Gorton Financial Group

Client Bill of Rights
“Gorton Financial Group's mission is to build strong relationships with our clients that are based on mutual trust, respect, and a total commitment to our clients. We aim to be your trusted financial guide, and to assist you in securing a better and s...”
Accepts Cash, Debit
In Business Since 1999
Licensed, BBB Rating: A+
7814 S Pennsylvania Ave, Oklahoma City, OK
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Advisory Group

Advisory Group

Click For Free Consultation, Tell A Friend
“G. DeWayne McAnally, CFP ,and t he ADVISORY group have been serving Oklahomans since 1978 with the aid of Grant R. Milner, A WMA (Accredited Wealth Management Adviser), Jenna R. McAlister, and other professionals on The Advisory Board. These Professi...”
Accepts All Major Credit Cards
In Business Since 1994
Licensed, BBB Rating: A+
5909 Northwest Expy Suite 165, Oklahoma City, OK
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Parman & Easterday

Parman & Easterday

(30)
  • Peace
  • Office
  • Trust
“Parman Easterday team prepared initial Estate Plans for my parents in 1996 and updated/ amended them in 2013 and here recently in 2021 handled a few administrative updates and amendments.”
Family Business
In Business Since 1987
Accepts All Major Credit Cards
13913 Quail Pointe Dr Suite B, Oklahoma City, OK
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T.S. Phillips Investments

T.S. Phillips Investments

(2)
“They talk you through EVERYTHING you need to know, aren't pushy, explain everything you want to know, and are super professional.”
In Business Since 2014
Licensed, BBB Rating: A+
3401 NW 63rd St #500, Oklahoma City, OK
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The Mettise Group

The Mettise Group

(16)
CFO For Hire, Strategy & Clarity, Workforce & Human Resources Strategy
“Our relationship with Mettise has helped us grow, scale, create more sustainable budgets, cash flows and create systems to ensure we are operating true to our vision.”
In Business Since 2015
2123 N Classen Blvd, Oklahoma City, OK
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Retirement Investment Advisors

Retirement Investment Advisors

(2)
“They are full of integrity, intelligence, and compassion for their clients.”
Accepts Cash
In Business Since 1992
Licensed, BBB Rating: A+
2925 United Founders Blvd, Oklahoma City, OK
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Susan E. Penney / Penney Wise Wealth Advisor / Financial Advisor

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

(1)
“We will tell anyone that Penney Wise is a competent and thorough financial planning firm.”
In Business Since 2012
10900 Hefner Pointe Dr #302, Oklahoma City, OK
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B. A. Kerr Financial

B. A. Kerr Financial

(10)
“Absolutely the best CPA there is if you are looking for someone for your business or just your taxes this is the place Blake always goes above and beyond iv used them for my business for over a year now and have been very impressed”
In Business Since 2013
933 E Britton Rd, Oklahoma City, OK
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Advance Financial Lighthouse

Advance Financial Lighthouse

(2)
Ongoing Financial Planning Client Services, Wealth Building Services, Risk Management and Insurance Services
“A fantastic Financial Advisor, great listener, established my financial plan and helped with my retirement transition.”
In Business Since 2011
4334 Northwest Expy Suite #268, Oklahoma City, OK
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Distinct Wealth Management

Distinct Wealth Management

(2)
Insurance, Retirement Planning, Gifting Strategies
“Her superior skill set allows for talented advice being delivered by someone you trust.”
In Business Since 2019
14604 Bogert Pkwy, Oklahoma City, OK
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Capital Asset Management

Capital Asset Management

(2)
The Financial Plan, Investment Planning
“They treat your money as if it were their own and are willing to give you advice to help you make the best choices.”
In Business Since 1990
Accepts All Major Credit Cards
3636 N Roff Ave, Oklahoma City, OK
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Mike Cunningham Investments

Mike Cunningham Investments

(5)
  • Firm
“If you haven't visited them you are not maximizing your investment opportunities.”
In Business Since 2011
9016 N Kelley Ave, Oklahoma City, OK
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Doug Brown - Raymond James

Doug Brown - Raymond James

(1)
Laura Kessler, Stephen Rimmer, Branch Manager, Raymond James
“We won't trust anyone but Steve with our investment portfolios!”
In Business Since 2008
13158 N MacArthur Blvd, Oklahoma City, OK
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Oklahoma Financial Center

Oklahoma Financial Center

Retire, Overview, Educate
“We meet with Corporate Executives, Doctors, Serial Entrepreneurs, Chefs, Teachers, and people in many other professions. You've got a life to live and a purpose to fulfill. Don't let the details of planning for the future get in your way of enjoying ...”
In Business Since 2004
12436 St Andrews Dr, Oklahoma City, OK
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Investment Concepts

Investment Concepts

Risk Management and Insurance Planning, Retirement Planning, Education Planning
“We are pleased to offer our comprehensive financial planning and investment services to a broad range of clients. If you are working to become financially independent, we are here to help you.”
Accepts Check
In Business Since 1994
Licensed, BBB Rating: A+
2525 Northwest Expy # 216, Oklahoma City, OK
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Access Financial Resources

Access Financial Resources

Portfolio Design & Management, Personal Financial Planning, Business Financial Planning
“Access Financial Resources, Inc. is a financial planning and investment management firm that specializes in creative solutions to complex and uncertain situations. With over 30 years of being in business, we are well suited to impact your heart, your...”
In Business Since 2014
Licensed, BBB Rating: A+
3621 NW 63rd St A1, Oklahoma City, OK
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AXA Advisors

AXA Advisors

“Present in 50 countries, AXA's 149,000 employees and distributors are committed to serving our 95 million clients. Our areas of expertise are applied to a range of products and services that are adapted to the needs of each and every client acro...”
In Business Since 1995
Remote Consultations Available
4801 Gaillardia Pkwy #202, Oklahoma City, OK
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Freeman Financial Group

Freeman Financial Group

Investment Management, Financial Solutions, Tax Planning
“Freeman Financial Group, LLC is committed to maintaining the highest standards of integrity and professionalism in all of our dealings. We endeavor to know and understand our clients' financial situation and provide only the highest quality informati...”
In Business Since 2017
14003B Quail Springs Pkwy, Oklahoma City, OK
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Miller Private Wealth

Miller Private Wealth

(3)
“The whole Miller Private Wealth team has been extremely helpful and responsive in combining and transferring all of our separate 401K accounts from various jobs.”
In Business Since 2019
5700 NW 130th St Suite 1, Oklahoma City, OK
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Castlepoint Wealth Advisors

Castlepoint Wealth Advisors

(2)
“We have some mutual clients, I'm always impressed with how much they care and how much time is invested in the initial stages to make sure that the relationship is a good fit.”
In Business Since 2020
9112 N Kelley Ave Ste. B-2, Oklahoma City, OK
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Retirement Planning and Investment Management Services in Midwest City, OK Cost Estimates

Minimum cost
$1057
Maximum cost
$8979
National Average
$3169
Avg Per Hour Rates
$317
$2113
$5810
Typical price range is based on 517 cost profiles
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Average Cost $3169
Minimum cost $1057
Maximum cost $8979
Avg Per Hour Rates $317

Typical range $2113 to $5810 is based on 517 cost profiles.

Why these companies made our list

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