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Edelman Financial Engines

Trusted financial guidance with a personal touch.

5(3 reviews)
$$$
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About

Edelman Financial Engines in Oklahoma City provides expert financial planning and consulting at 1601 Northwest Expy, Suite 1525. Reviewers praise Dennis, Kevin, and Bryan for honesty, helpfulness, and a friendly, smart approach, building loyal relationships with clients seeking clear, dependable guidance.

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Location

1601 Northwest Expy Suite 1525, Oklahoma City, OK 73118, USA

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Services

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.

5.00 · 3 reviews

Overall rating

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Marla Parish

via Google
· 9 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
· 4 years ago
T

Tim

via Google
· 5 years ago

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