Best Financial Advisors in Norman, OK

The highest-rated Financial Planning & Wealth Management companies out of 155 vetted & reviewed in the Norman area.

Moore Tax and Financial Services

Moore Tax and Financial Services

Estate and Tax Planning, Legacy and Wealth Preservation, Retirement Income Planning
“We are thoroughly trained to help our clients avoid unnecessary risk with their retirement assets. Retirement with less uncertainty will help you to best protect your hard-earned retirement assets in any market conditions while avoiding risk and help...”
In Business Since 2008
Free Initial Consultation
2900 W Lindsey St, Norman, OK
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Jones Financial Partners

Jones Financial Partners

(4)
Services, Medicare: Assistance, Sample Financial Plan
“The team at Jones Financial Partners have been helpful and courteous and always get get back to us quickly and are responsive to our request.”
In Business Since 2014
Accepts All Major Credit Cards
717 Wall St, Norman, OK
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Insight Financial

Insight Financial

(4)
“Insight Financial has enabled my business to grow and expand without having to worry about every transaction.”
In Business Since 2018
Remote Consultations Available
2900 W Lindsey St Suite #105, Norman, OK
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Sigmon Wealth Management

Sigmon Wealth Management

(4)
Getting Started, Why a Cfp®?, Advice For Life
“He has been understanding and tolerant of my conservative inclinations in investing and takes the time to go over ALL options before 'taking the plunge'.”
In Business Since 1995
Accepts Check
825 Wall St, Norman, OK
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1NB Financial Center

1NB Financial Center

(1)
Trust & Asset Management, Investment Services
“Always friendly and able to help in all banking and lending needs.”
In Business Since 1997
716 Wall St, Norman, OK
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Swipe OK

Swipe OK

In Business Since 2021
Offers Financing Options
3750 W Main St, Norman, OK
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Investment Counseling Services

Investment Counseling Services

(5)
“Terry and his staff are in touch with me frequently about my accounts, and they have produced remarkable returns on my accounts in the time they've been managing them.”
219 W Boyd St STE 205, Norman, OK
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Greg Heiple

Greg Heiple

“I was born and raised in Norman, Oklahoma to an incredibly caring and Catholic set of parents, Kathy and Harold. My parents taught me about family and community from a very young age having watched both of my parents be active and engaged members of ...”
In Business Since 2017
Offers Financing Options
218 E Eufaula St, Norman, OK
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Catch21

Catch21

1218 W Rock Creek Rd B, Norman, OK
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Compton Equity

Compton Equity

“Compton Equity offers retirement planningservicesfor self-employed people across the country, even if self-employment is only part-time income. We havethe necessary tools and expertise to help you quit worrying about your financial futureand enjoy a ...”
In Business Since 2017
4904 Deerhurst Dr, Norman, OK
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Sandi Hegeman

Sandi Hegeman

“It is our belief that independence is the most effective means of developing objective, client-focused recommendations. Our independence and freedom from single sourced investment plans/options is what allows us the ability to provide our clients unr...”
In Business Since 2007
Westport Professional Building, 808 24th Ave NW STE 202, Norman, OK
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Anthony Du EA, Tax Advisor Services

Anthony Du EA, Tax Advisor Services

(30)
Business Consulting, TAX Preparation
“Tony was a life saver when I finally did my research to find a professional and met with him, he navigated me through all of the tax codes and prepared my taxes to where I only owed 1/4th of what I would have owed if I had done it on my own”
In Business Since 2015
8204 S Pennsylvania Ave, 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...”
In Business Since 1999
Accepts Cash, Debit
Licensed, BBB Rating: A+
7814 S Pennsylvania Ave, Oklahoma City, OK
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Galier & Associates

Galier & Associates

(2)
“They helped us line out multi- generations of estate plannings.”
In Business Since 2000
8265 S Walker Ave, Oklahoma City, OK
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Braevest

Braevest

(1)
“Matt is a great community man, involved, passionate.”
In Business Since 2002
Serving Norman Area
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Journey Financial Strategies

Journey Financial Strategies

“Samit Patel is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of Oklahoma, Georgia, & Florida. No insurance business may be conducted ou...”
In Business Since 2005
10416 Greenbriar Pkwy Suite B, Oklahoma City, OK
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Staton Financial Group

Staton Financial Group

“The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Please be advised that presently, Scott Staton holds a Series 65 securities registration in Oklahoma. For residents...”
In Business Since 2015
709 SW 119th St, Oklahoma City, OK
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A-Team Financial Investments

A-Team Financial Investments

“Danita is an Investment Advisor Representative of A-TEAM Financial Investments, LLC, a Registered Investment Advisor in Oklahoma and Texas. Ms. Rose joined A-TEAM in 2022, with over 35 years of experience in the financial industry. She has spent her ...”
In Business Since 2018
Licensed
10307 Greenbriar Pkwy, Oklahoma City, OK
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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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Credit Coach Queen & Business Funding Oklahoma City

Credit Coach Queen & Business Funding Oklahoma City

(27)
  • Credit Score
  • Questions
  • Car
“My name is Carson and I lost everything due to a hiccup in life and when I called credit coach they were welcoming to me and my life issues it only took them 6 months to get me back on track I'm now where I want to be due to them and i can't thank th...”
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 work in a creative field and having a team like core to help track and manage the numbers helps me focus on scaling and making sure my business is set up for success in the long haul.”
In Business Since 2006
Accepts All Major Credit Cards
8901 Commerce Park Dr, 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...”
In Business Since 1992
Accepts All Major Credit Cards
Licensed, BBB Rating: A+
5909 Northwest Expy Suite 165, 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 2016
Licensed, BBB Rating: A+
3401 NW 63rd St #500, Oklahoma City, OK
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The Mettise Group

The Mettise Group

(16)
Strategy & Clarity, Covid Consulting Services, CFO For Hire
“The entire Mettise team presents such a comprehensive set of talents and expertise, I felt we not only received the immediate direction and strategy we needed, but Gene established business tools and systems that would continue to produce results far...”
In Business Since 2015
2123 N Classen Blvd, Oklahoma City, OK
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Retirement Planning and Investment Management Services in Norman, OK Cost Estimates

Minimum cost
$1189
Maximum cost
$10106
National Average
$3567
Avg Per Hour Rates
$357
$2378
$6540
Fair price range is based on 274 cost profiles
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Average Cost $3567
Minimum cost $1189
Maximum cost $10106
Avg Per Hour Rates $357

Fair range $2378 to $6540 is based on 274 cost profiles.

Why these companies made our list

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