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

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

Located in Edmond, OK, Edward Jones Investments stands as a beacon of financial guidance for individuals, families, and small businesses seeking to navigate the complexities of investment strategies and financial planning. Offering a range of services including investment management, retirement and estate planning, and education savings programs, this firm prides itself on delivering tailored solutions to meet the unique needs of each client. With a network of dedicated financial advisors spanning the nation, Edward Jones places a premium on fostering strong advisor-client relationships, ensuring that clients receive personalized consultations and ongoing support to prepare them for the diverse stages of life. At Edward Jones Investments, the focus lies on individualized client care, steering away from the one-size-fits-all approach commonly found in the financial sector. By prioritizing customized strategies over generic transactions, the firm strives to make comprehensive planning accessible to a wide range of investors. Through thoughtful planning and personalized attention, Edward Jones aims to empower clients with the tools and knowledge needed to make informed financial decisions and secure their financial future with confidence. Generated using this brand's available information