Best Financial Advisors in Oklahoma City, OK

“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...”

“We had multiple tax returns we had to do because of a death in the family last year and 2 trust and he went above and beyond to help us understand things.”

“The law firm of Parman and Easterday have been so helpful in taking care of my parents trust and helping resolve all our issues as a family in this matter.”

“While that warm welcome is nice , it's really the superior financial care we have received that encourages me to highly recommend reaching out to Scott to my family and close friends.”

“Having them guide us through and optimize our business finances and processes gives us peace-of-mind, and we're grateful for their patience with us throughout the process.”

“With the guidance of Tyler my husband and I, both small business owners and real estate investors, have saved over thousands of money by wisly keeping up with deductions, creating S-Corps and properly accounting for our rental properties.”

“Not only does Gorton Financial Group deliver trusted, expert strategies and services to ensure you are financially secure during retirement, Jeff Gorton provides seasoned expertise as an educator, public speaker, and author. In his latest book, Buyin...”

“The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions....”

“They talk you through EVERYTHING you need to know, aren't pushy, explain everything you want to know, and are super professional.”

“They are full of integrity, intelligence, and compassion for their clients.”

“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.”

“Has always been dependable and accurate never had to worry about problems getting audited!”

“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.”

“Her superior skill set allows for talented advice being delivered by someone you trust.”

“They treat your money as if it were their own and are willing to give you advice to help you make the best choices.”

“If you haven't visited them you are not maximizing your investment opportunities.”

“My office has had the opportunity to work with many of Wymer Brownlee's advisors from their financial advising team, their tax and accounting team, and their business consultants on several transactions and even more mutual estate planning clients.”

“Vista is the best choice for your financial advancement...”

“WYO was able to help us save over 250k on our Mexican Timeshare, our sales rep had misled us into thinking we needed to upgrade our contract or we would loose our benefits.”

“Joe & the team at Wealth Mangement Group are excellent partners to plan your retirement.”