Financial Planners Edmond OK

Welcome to the HomeBusinessMag.com Local Pages. Here you can find local information about Financial Planners in Edmond, OK. We have compiled a list of businesses and services around around Edmond, including Financial Planners that should help you with your search. In order to better help you find what you are looking for, the rest of the information on this page has also been targeted to Financial Planning. We hope this page helps satisfy your local needs.

Scott Logan
Asset Planning Solutions, LLC
(405) 608-3099
1233 E. 33rd
Edmond, OK
Expertises
Ongoing Investment Management, Retirement Planning & Distribution Rules, Planning Issues for Business Owners, Alternative or Private Investments, Women's Financial Planning Issues, Tax Planning
Certifications
NAPFA Registered Financial Advisor, CFP®

Mr. John D. Mitchell, CFP®
(405) 348-3236
1320 E 9th St Ste 9
Edmond, OK
Firm
LPL Financial Services

Data Provided by:
Levi C. Wade, CFP®
(405) 830-6954
1705 W 33rd St Ste B
Edmond, OK
Firm
L C Wade Insurance & Financial Services, LLC
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Debt Management, Education Planning, Estate Planning, General Financial Planning, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Ms. Patricia Marie Goodman, CFP®
(405) 330-4015
1900 E 15th Street
Edmond, OK
Firm
Partners In Financial Planning
Areas of Specialization
Comprehensive Financial Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Not Applicable

Data Provided by:
Mrs. Christi S Powell, CFP®
(405) 752-7072
14809 Carlingford Way
Edmond, OK
Firm
Falcon Financial of Oklahoma, LLC
Areas of Specialization
Asset Allocation, Education Planning, Estate Planning, General Financial Planning, Insurance Planning, Investment Management, Retirement Income Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. D. Chad Ferrell, CFP®
(405) 341-9942
301 N Bryant Ave
Edmond, OK
Firm
Ferrell Wealth Management
Areas of Specialization
Asset Allocation, Charitable Giving, Comprehensive Financial Planning, Education Planning, General Financial Planning, Government and Military, Insurance Planning
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. Kendall W. King, CFP®
(405) 705-2906
229 N Broadway Ste A
Edmond, OK
Firm
The Legacy Financial Group Inc
Areas of Specialization
Asset Allocation, Education Planning, Investment Management, Investment Planning, Retirement Planning
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $250,001 - $500,000

Profession: Business Executives

Data Provided by:
Mr. Jeffery A. Price, CFP®
(405) 844-4265
3540 S Boulevard Ste 110
Edmond, OK
Firm
Wells Fargo Advisors, LLC
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000



Data Provided by:
Mr. Gregory K. Womack, CFP®
(405) 340-1717
1366 E 15th St
Edmond, OK
Firm
Womack Investment Advisers, Inc.
Areas of Specialization
Estate Planning, Intergenerational Planning, Investment Management, Investment Planning, Long-Term Care, Retirement Planning, Risk Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Mr. George A. Ashford, CFP®
(405) 341-7007
1709 W 33rd St
Edmond, OK
Firm
FNIC - Financial Network
Key Considerations
Average Net Worth: $500,001 - $1,000,000

Average Income: $100,001 - $250,000

Profession: Not Applicable

Data Provided by:
Data Provided by:
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