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.
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
non-vetted advisors in your local area. These financial advisors in
have an average of
years of experience.
NOTE: The list of financial advisors in Purcell, 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 Purcell, Oklahoma.
|Qualified Financial Advisors in Purcell, Oklahoma|
|Financial Advisor||Experience||AUM||Minimum Assets||Fee Structure|
WILLO FINANCIAL GROUP
119 W Main St,
Purcell, OK 73080
|20||$33,000,000||Not Specified||Not Specified|
Firm CRD# 173272
119 W Main St,
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.
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
* Additional advisors listing is provided in partnership with Yext
|Financial Advisor||Office Location||Phone Number|
Inquire with Edward
|409 N Green Ave, Suite A, Purcell, OK 73080||405-527-5157|
Inquire with Edward
|1213 N Green Ave, Suite A, Purcell, OK 73080||405-527-1318|
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