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Find Top Financial Advisors in Norman, Oklahoma

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Norman, Oklahoma
Last Updated - 01-Feb-2023

Norman has 1 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 25 non-vetted advisors in your local area. These financial advisors in Norman, Oklahoma have an average of 20 years of experience.

NOTE: The list of financial advisors in Norman, Oklahoma mentioned below do not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Norman, Oklahoma.

Qualified Financial Advisors in Norman, Oklahoma
Financial Advisor Experience AUM Minimum Assets Fee Structure
Lora Rolin
WILLO FINANCIAL GROUP
119 W Main St,
Purcell, OK 73080
20 $33,000,000 Not Specified Not Specified

Information on Qualified Financial Advisors in Norman

Qualifications CRD# 4633286
Firm CRD# 173272
Series 65


Office Location 119 W Main St,
Purcell,
OK
73080
Phone Number 405-527-9711

Lora Rolin is an Investment Advisor Representative with Sound Income Strategies, LLC. With over 2 decades of experience in the financial industry, Lora specializes in Income Generating Investments, for those nearing or in retirement.

About WilLo Financial Group

WilLo Financial Group, LLC is a Financial Services firm specializing in Investing for Income for those in or nearing retirement.

Advisory Services Provided:

Retirement Planning, 401K Rollovers, Investment Advice & Management, Insurance Products & Annuities


List of Additional Advisors in Norman, Oklahoma*

* Additional advisors listing is provided in partnership with Yext

Financial Advisor Office Location Phone Number
Amy M. Million, AAMS
Inquire with Amy
505 Bonita Circle, Norman, OK  73072 405-397-4313
Adam H Carson
Inquire with Adam
581 Merchant Dr, Norman, OK  73069 405-360-8836
Kindred Wealth
Inquire with Kindred
581 Merchant Dr, Norman, OK  73069 405-360-8836
John B Carroll
Inquire with John
581 Merchant Dr, Norman, OK  73069 405-360-8836
Mark E Woody
Inquire with Mark
581 Merchant Dr, Norman, OK  73069 405-360-8836
Morgan Stanley Financial Advisors
Inquire with Morgan
3700 West Robinson, Suite 220, Norman, OK  73072 405-360-9166
John Harris
Inquire with John
3700 West Robinson, Suite 220, Norman, OK  73072 405-366-3426
Larry R England
Inquire with Larry
3700 West Robinson, Suite 220, Norman, OK  73072 405-366-3423
Thomas W Ridgway
Inquire with Thomas
3700 West Robinson, Suite 220, Norman, OK  73072 405-366-3429
Lewis A Post
Inquire with Lewis
3700 West Robinson, Suite 220, Norman, OK  73072 405-366-3425
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    Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

    Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

    A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

    While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

    Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

    A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

    A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?