Oklahoma City, OK

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Oklahoma City, OK
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Best Financial Advisors in Oklahoma City, OK

The highest-rated Financial Planning & Wealth Management companies out of 116 vetted & reviewed in the Oklahoma City area.

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Anthony Du EA, Tax Advisor Services

Anthony Du EA, Tax Advisor Services

(49)
Business Consulting, TAX Preparation
“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.”
In Business Since 2015
8204 S Pennsylvania Ave, Oklahoma City, OK
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IRS raises 401(k) contribution limit by record amount as inflation rages. Beginning in 2023, workers will be allowed to contribute up to $22,500 to their 401(k), an increase of $2,000, or about 9.8% — the biggest jump since 2007, when the limit was $15,500. ...

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Parman & Easterday

Parman & Easterday

(47)
  • Information
  • Decisions
  • Meeting
“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.”
In Business Since 1990
Accepts All Major Credit Cards
Family Business
13913 Quail Pointe Dr Suite B, Oklahoma City, OK
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Staton Financial Group

Staton Financial Group

(49)
  • Future
  • Medicare
  • Informative
“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.”
In Business Since 2015
709 SW 119th St, Oklahoma City, OK
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Core Group US

Core Group US

(42)
  • Company
  • Patience
  • Questions
“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.”
In Business Since 2008
8901 Commerce Park Dr, Oklahoma City, OK
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Credit Coach Queen & Business Funding Oklahoma City

Credit Coach Queen & Business Funding Oklahoma City

(35)
  • Stars
  • Knowledge
  • Car
“I contacted credit coach, not because i was trying to buy anything on credit at the time, but just to see if i could improve my credit score with their help.”
In Business Since 2018
Free Initial Consultation
3030 Northwest Expy suite 200, Oklahoma City, OK
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Cerulean Bookkeeping & Tax

Cerulean Bookkeeping & Tax

(22)
Services For Quickbooks, Services For Individuals, Business Services
“As a private chef, content creator, and author, Cerulean Bookkeeping & Tax has been able to not only keep me up to date on my expense tracking, they have also successfully been able to separate those streams of income and allow me to better understan...”
Free Initial Consultation
In Business Since 2022
Transparent Fees & Pricing
Offers Financing Options
900 NE 122nd St, Oklahoma City, OK
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Fleming Tax

Fleming Tax

(32)
  • Information
  • Future
  • Job
“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.”
In Business Since 1951
Transparent Fees & Pricing
10101 S Pennsylvania Ave suite b, Oklahoma City, OK
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Hamilton, Stone & Brown

Hamilton, Stone & Brown

(1)
Industries, Business Services, Tax Services
“Tim Brown is an incredibly knowledgeable CPA.”
Transparent Fees & Pricing
In Business Since 2018
Licensed, BBB Rating: A+
Free Initial Consultation
3617 N Meridian Ave, Oklahoma City, OK
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Advisory Group

Advisory Group

Click For Free Consultation, Tell A Friend
“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....”
In Business Since 1995
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
5909 Northwest Expy Suite 165, Oklahoma City, OK
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Gorton Financial Group

Gorton Financial Group

Client Bill of Rights
“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...”
In Business Since 1998
Licensed, BBB Rating: A+
Accepts Cash, Debit
7814 S Pennsylvania Ave, Oklahoma City, OK
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T.S. Phillips Investments

T.S. Phillips Investments

(3)
“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 2017
Licensed, BBB Rating: A+
3401 NW 63rd St #500, 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.”
In Business Since 1993
Licensed, BBB Rating: A+
Accepts Cash
2925 United Founders Blvd, Oklahoma City, OK
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The Mettise Group

The Mettise Group

(17)
  • Organization
  • Leadership
  • Expertise
“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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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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Sandra Coil, CPA

Sandra Coil, CPA

(2)
Tax Planning, Services For Individuals, Business Services
“Has always been dependable and accurate never had to worry about problems getting audited!”
In Business Since 2000
Transparent Fees & Pricing
4200 Perimeter Center Dr # 245, Oklahoma City, OK
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Castlepoint Wealth Advisors

Castlepoint Wealth Advisors

(5)
  • Integrity
“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
Transparent Fees & Pricing
7308 N Classen Blvd, Oklahoma City, OK
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Distinct Wealth Management

Distinct Wealth Management

(5)
Gifting Strategies, Retirement Planning, Financial Planning
“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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Mike Cunningham Investments

Mike Cunningham Investments

(6)
“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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Wymer Brownlee Wealth Strategies

Wymer Brownlee Wealth Strategies

(2)
Schedule a Consultation
“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.”
In Business Since 2001
13900 Portland Ave Ste 210, 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 1991
Accepts All Major Credit Cards
3636 N Roff Ave, Oklahoma City, OK
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Wealth Management Group

Wealth Management Group

(1)
“Joe & the team at Wealth Mangement Group are excellent partners to plan your retirement.”
In Business Since 2001
Transparent Fees & Pricing
2629 W I 44 Service Rd #100, Oklahoma City, OK
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WYO Financial Services

WYO Financial Services

(5)
  • Knowledge
  • Timeshare
  • Contract
“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.”
In Business Since 2020
3801 NW 63rd St Ste 250, Oklahoma City, OK
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Vista Investment Partners

Vista Investment Partners

(1)
Wealth Transfer, Portfolio Management, Risk Management
“Vista is the best choice for your financial advancement...”
In Business Since 2009
5601 N Classen Blvd Suite 101, Oklahoma City, OK
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Access Financial Resources

Access Financial Resources

Personal Financial Planning, Business Financial Planning, Portfolio Design & Management
“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 2015
Licensed, BBB Rating: A+
3621 NW 63rd St A1, Oklahoma City, OK
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Retirement Planning and Investment Management Services in Oklahoma City, OK Cost Estimates

Minimum cost
$1243
Maximum cost
$10564
National Average
$3729
Avg Per Hour Rates
$373
$2486
$6836
Fair price range is based on 386 cost profiles
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Average Cost $3729
Minimum cost $1243
Maximum cost $10564
Avg Per Hour Rates $373

Fair range $2486 to $6836 is based on 386 cost profiles.

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Wealth Management Advisors near Oklahoma City

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