Financial Advisors
Edmond, OK
Slate River Financial is an independent financial advisory firm based in Edmond, Oklahoma, specializing in comprehensive wealth management and financial planning for individuals and families. The team provides personalized investment strategies, retirement planning, and financial guidance designed to help clients build and preserve wealth. With a focus on transparent, client-centered service, Slate River Financial offers fee-based advisory relationships to ensure alignment with clients' financial goals.
Ideal for: Individuals and families seeking comprehensive financial planning, pre-retirees and retirees managing wealth, business owners planning for succession
Service area: Edmond, Oklahoma and surrounding areas
Independent Advisory Firm: Operates as an independent financial advisor, allowing for unbiased recommendations without pressure to sell proprietary products.
Comprehensive Wealth Management: Offers integrated financial planning including retirement strategies, investment management, and personalized wealth guidance.
Client-Centered Approach: Emphasizes transparent communication and long-term relationships built on understanding each client's unique financial goals and circumstances.
Address: The Offices, 845 E 33rd St, Edmond, OK 73013
Phone: (405) 315-4549
Website: slateriverfinancial.com
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