3 Best Financial Services in Oklahoma City, OK

“Staton Financial Group can help you develop your custom financial strategy from a wide array of products, services, and approaches. They can help meet your specific financial needs, no matter how close you are to retirement. They experienced professionals are not just knowledgeable about finances, they also understand the importance of priorities, family, and confidence in your financial future. Scott Staton is the founder and president of Staton Financial Group. He holds a life insurance license in Oklahoma, Texas, Kansas, Iowa, Florida, Arkansas, Alabama, Missouri, and Maryland, as well as a FINRA Series 65 registration in Oklahoma. He also earned his Retirement Income Certified Professional (RICP®) designation from The American College. He quickly developed a passion for helping clients preserve their hard-earned assets.”

“Bulmer Financial Group is an independent company that prides themself on being small enough to be personal, yet capable enough to handle any project, from individual investments and life insurance to large company 401(k) retirement portfolio management. They have over 25 years of experience. Scott Bulmer is the founder of Bulmer Financial Group. Scott has been a registered representative since 1998, holding his Series 6, 63, and 65 licenses. He has an undergraduate degree in Business Administration from Oklahoma Christian University and a Master's in Business Administration from the Thunderbird School of Global Management. 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.”

“The Edelman Financial Engines team is composed of some of the brightest minds in the industry, with deep experience in financial services and fintech. They are dedicated to applying that passion with personal and objective financial planning and investment management services that put their clients and their best interests first, always. Jay Shah is the Chief Executive Officer of Edelman Financial Engines. With more than 30 years of experience at both enterprise and consumer-direct companies, Jay has a passion for building client-centric growth companies at the nexus of financial services and technology, while leveraging the powerful combination of people and digital resources. 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. Jay is focused on building the firm’s distinguished legacy and pioneering platform by leveraging innovation to improve the experiences and financial outcomes for more people.”