Services Offered

Financial Planning

Personalized strategies for retirement, savings, and investment goals tailored to your needs.

Investment Management

Expert portfolio management and asset allocation to optimize returns and minimize risk.

Retirement Planning

Comprehensive services to help you plan and secure a comfortable retirement future.

Wealth Management

Holistic approach to managing and growing your wealth through diversified strategies.

Financial Consultation

One-on-one advisory sessions to address specific financial questions and challenges.

Reviews

5(3 reviews)

Rating Distribution

5

3

4

0

3

0

2

0

1

0

Rating Distribution

5

3

4

0

3

0

2

0

1

0

M

Marla Parish

via Google

5 months ago

There is NONE better than Edelman Financial Engine in Oklahoma City! Dennis, Kevin, and Bryan are absolutely fantastic. Honest, helpful, smart, friendly, I could go on and on. My husband and I will always be loyal to them! Thank you, Edelman you guys are the best!!!

K

Karoly Fotter (Charlie bear)

via Google

almost 4 years ago

T

Tim

via Google

over 5 years ago

EF

Edelman Financial Engines

Name: Edelman Financial Engines
Address: 1601 Northwest Expressway, Oklahoma City, OK, 73118, US
Telephone: (833) 752-6333
Price range: $$$
Rating: 5

Your trusted partner for comprehensive financial planning and investment management in Oklahoma City.

5(3 reviews)

$$$

Business

financial-advising

financial-advisor

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About Edelman Financial Engines

Edelman Financial Engines in Oklahoma City provides expert financial advisory and investment management services, helping individuals and families achieve their financial goals with personalized strategies. Our team, including professionals like Dennis, Kevin, and Bryan, is known for honesty, friendliness, and smart guidance, ensuring clients receive top-notch support for retirement planning, wealth management, and more. We pride ourselves on building lasting relationships and delivering exceptional service to the local community.