HPI

Waddell & Reed in Edmond, OK, is a financial services firm that offers investment management and financial planning services to individuals and businesses. With a focus on helping clients achieve their financial goals, Waddell & Reed provides personalized strategies and guidance to navigate the complexities of the financial world. Generated from their business information

Epic Wealth Management, located in Oklahoma City, offers a comprehensive approach to financial planning that prioritizes understanding clients' entire lives, not just their finances. The firm specializes in providing tailored solutions for business owners, families, and family offices, ensuring that each client receives personalized advice that aligns with their unique goals and circumstances. Established in 1962, Epic Wealth Management is part of Raymond James, one of the largest independent financial services companies in the country. Their commitment to applying proven expertise effectively helps clients navigate the complexities of wealth management and investment opportunities. Generated from the website

Lyndi E Wright is a Licensed Financial Representative with Primerica serving Oklahoma City and its surrounding areas.