Raymond James Financial Services

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

Edward Jones Investments in Norman, OK is a financial services firm that offers investment and wealth management services to individuals and businesses. With a focus on personalized financial planning, Edward Jones helps clients navigate the complexities of investing and reaching their financial goals. Generated from their business information

Located in Oklahoma City, OK, Edward Jones stands out as a financial services firm dedicated to assisting individuals, families, and small businesses in achieving their investment objectives and financial planning aspirations. Their comprehensive services include personalized guidance encompassing investment management, retirement and estate planning, and education savings programs, ensuring tailored solutions that cater to each client's unique needs. With a widespread presence of dedicated financial advisors across the nation, Edward Jones places a strong emphasis on fostering enduring advisor-client relationships through in-depth consultations and continuous support. By prioritizing individualized care and crafting customized strategies rather than a one-size-fits-all approach, the firm makes thoughtful financial planning accessible to a diverse range of investors, helping clients prepare effectively for the various stages of life. Generated using this brand's available information