Financial Services - Top 5 Companies Oklahoma City OK

Financial Services - Top 5 Companies in Oklahoma City, OK. Find phone numbers, addresses and information about Financial Services - Top 5 Companies in Oklahoma City.

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. Kurt C. Carter, CFP®
(405) 270-1810
211 N Robinson Ave Ste 1800
Oklahoma City, OK
Firm
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Areas of Specialization
Wealth Management

Data Provided by:
Ms. Suzanne E. Baxter, CFP®
(405) 951-9040
P. O. Box 25676
Oklahoma City, OK
Firm
Financial Network Investment Corp.
Areas of Specialization
Education Planning, Employee and Employer Plan Benefits, Investment Management, Long-Term Care, Retirement Planning, Small Business Planning, Wealth Management

Data Provided by:
Mrs. Lisa B. Keck, CFP®
6301 Waterford Blvd Ste 410
Oklahoma City, OK
Firm
Northwestern Mutual

Data Provided by:
Mr. John V. Skurkey, CFP®
(405) 639-2315
1900 NW Expressway
Oklahoma City, OK
Firm
Summit Wealth Management

Data Provided by:
Mr. Chris A. Gander, CFP®
(405) 272-2075
201 Robert S Kerr Ave
Oklahoma City, OK
Firm
BOSC, Inc. a subsidiary of BOK Financial Corp.

Data Provided by:
Mr. Nick L. Wu, CFP®
(405) 270-1856
211 N Robinson St
Oklahoma City, OK
Firm
Merrill Lynch
Areas of Specialization
Asset Allocation, Business Succession Planning, Charitable Giving, Comprehensive Financial Planning, Education Planning, Estate Planning, Insurance Planning, Intergenerational Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning, Risk Management, Tax Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $500,001 - $1,000,000

Profession: Self-Employed Business Owners

Data Provided by:
Mr. Ronald L. Richardson, CFP®
(877) 280-2243
6301 N. Western Ave
Oklahoma City, OK
Firm
Raymond James

Data Provided by:
Mr. Weston K. Solomon, CFP®
(405) 843-8228
1601 NW Expressway
Oklahoma City, OK
Firm
Weston K. Solomon, CPA CFP
Areas of Specialization
Comprehensive Financial Planning, Estate Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Income Management, Retirement Planning

Data Provided by:
Mr. Kevin R. Kurtz, CFP®
(405) 879-7141
1601 NW Expressway
Oklahoma City, OK
Firm
Morgan Stanley Wealth Management
Areas of Specialization
Comprehensive Financial Planning, Education Planning, General Financial Planning, Investment Management, Investment Planning, Retirement Planning, Wealth Management
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: Not Applicable

Profession: Not Applicable

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