3 Best Financial Services in Oklahoma City, OK

“Bulmer Financial Group has proudly served Oklahomans for over 25 years. Scott Bulmer, the firm's financial advisor, began his financial advising career with New York Life in 1996. He has been a registered representative since 1998, holding his Series 6, 63, and 65 licenses. He completed his undergraduate degree in Business Administration from Oklahoma Christian University and a Master's in Business Administration from the Thunderbird School of Global Management. He is a board member of Southwest Medical Center in Oklahoma City. As an independent firm, Scott and his team take pride in being small enough to provide personalized service while still being able to handle various projects, from individual investments and life insurance to managing large company 401(k) retirement portfolios. At Bulmer Financial Group, they focus on making retirement plans that fit each person perfectly. They also ensure their clients have good health and life insurance access because they're important.”

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“Jake Robbins earned his Bachelor of Business Administration in Finance from the University of Central Oklahoma in Edmond. He began his career as a financial advisor and college intern at the university. After completing the Northwestern Mutual internship program, he ranked #4 overall across all industries. Jake is also a Million Dollar Round Table (MDRT) member and holds his FINRA Series 6, 7, 63, and 65 licenses. Together with his team, they collectively provide comprehensive, customized, objective financial planning and wealth management advice. Their clients span the country, throughout industries and generations, from retirees to high-ranking corporate executives, medical professionals, business owners, licensed professionals, and affluent families. They have developed a niche in working with doctors in Oklahoma City, Oklahoma, and nationwide on their financial planning needs. They systematically plan according to the complexity and uniqueness of each particular situation. They are acutely focused on a process-driven model. They uncover their clients' financial needs, goals, and concerns through that discipline. They know the questions to ask, life's transitions to anticipate, and the potential issues to plan for when developing and executing a financial plan designed to adapt to your evolving needs. They look forward to putting their passion and collective experience to work for you.”

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“Edelman Financial Engines is led by Jay Shah, the Chief Executive Officer. With over 30 years of experience in large companies, he is dedicated to creating businesses that prioritize clients while combining technology and people to deliver exceptional results. As the CEO of Edelman Financial Engines, he heads one of the country's best independent firms for planning wealth and advising workplace investments, which has about 1,500 employees. He completed a Bachelor of Arts in business economics from the University of California, Santa Barbara, with a concentration in accounting. He is also a Certified Public Accountant in California (inactive status). He has served in several board and advisory roles for early-through public-stage companies. Their team is composed of a unique blend of highly credentialed professionals with decades of wealth management experience. They believe everyone deserves to move their financial life forward. For over 35 years, they've offered the tools and expertise to help make that possible.”

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