Connect with Top-Rated Financial Planners in Edmond!

Naifeh & Associates, Inc. is a financial planning and accounting firm based in Edmond, Oklahoma. The firm offers a broad range of services for business owners, executives, and independent professionals, including small business accounting, payroll, part-time CFO services, cash flow management, bank financing, business valuation, strategic business planning, succession planning, new business formation, non-profit organizations, internal controls, tax services, tax preparation, tax planning, tax problems, IRS audit representation, non-filed tax returns, back taxes owed, payroll tax problems, IRS liens, IRS levies, IRS wage garnishment, IRS seizures, offer in compromise, IRS payment plan, bankruptcy, innocent spouse relief, and more. With a focus on providing personalized service and expert advice, Naifeh & Associates, Inc. aims to help clients navigate their financial needs and achieve their goals.

Distinct Wealth Management is a financial planning and wealth management firm based in Oklahoma City, OK. We specialize in empowering our clients to reach their financial goals through comprehensive planning, active strategies, and empowering education. Our team, led by Yolie Kernes and Stephanie Comer, offers personalized financial planning services including retirement planning, investment management, insurance planning, and financial planning tailored to individual needs.

Trajan Wealth offers comprehensive financial planning services, including private wealth management, custom design portfolios, 401(k) rollovers, private equity investing, high yield savings accounts, life insurance, retirement planning, income planning, annuities, small business retirement plans, estate planning, living trusts, estate tax planning, asset protection planning, and elder law. Their experienced team of advisors and attorneys aim to provide clients with peace of mind through financial security.

We are fiduciaries advisers planners managers independent fee-based credentialed investors We strive to provide unbiased & independent wealth management services to a discerning clientele. In 1983, F.I.G. Financial Advisory Services, Inc. was founded to not simply sell a product, but rather deliver quality advice and services to its clientele and establish lifelong relationships. Based in Oklahoma City, F.I.G. was launched on the belief that financial planning is an ongoing process, constantly evolving based on each individual client's current and long-term needs.

Falcon Financial of Oklahoma is a financial planning and wealth management company that provides comprehensive financial solutions tailored to meet the unique needs of each client. Our services include retirement planning, estate planning, insurance planning, tax planning, and more. Our approach is built on open, honest conversations to understand our clients' situations and help them achieve their financial goals safely and efficiently.