Financial Planners in Oklahoma City

“I have recently retired after 30+ years in higher education and needed some guidance about investing in retirement. I also had employer contributions in two separate accounts and wasn’t sure how best to move forward. Staton Financial Group met with me for almost 2 hours prior to my retirement to receive an overall view of our financial picture and then again to establish a plan forward. Scott Staton is extremely knowledgeable and thoughtful when discussing one’s financial needs/desires and more importantly, he’s trustworthy. He is also very well versed about taxes in retirement along with the nuances to consider with Social Security. I knew when I was ready that I would be seeking advice and services from Staton Financial Group and it has provided me with a plan and peace of mind.“

“I can rest easy knowing that RPOA manages my financial matters. They are extremely great about keeping me informed. Appointments can be made at anytime to review status or just a phone call to get answers to any questions you might have. Oklahoma City office is top notch. Mark is extremely knowledgeable, helpful and pleasant attitude. Definitely recommend RPOA for your financial needs.“

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“Brad has been a friend and family financial consultant for our mom for 40 years or more, stretching across 3 generations now. He and his team offer the highest degree of service in OK. Their care of you and your well- being reaches far beyond the realm of expectation. Simply put, they exceed in their giving, and that's why Retirement Solutions with Brad, Shauna and Michelle, receive a 5 star rating and a huge heartfelt thank you just for doing what you do...so well.They've helped our family in so many ways, and are a blessing to have.“

“My office has had the opportunity to work with many of Wymer Brownlee's advisors from their financial advising team, their tax and accounting team, and their business consultants on several transactions and even more mutual estate planning clients.I have nothing but amazing things to say about each interaction I have had with Kyle Brownlee and his entire team of advisers. Their genuine approach to every client is evident from the first meeting and makes every client feel at home. They have the ability offer a range of services, and always hold themselves to the highest standards in their industry.“

“Great experience. Makes the process personal and professional. Would highly recommend.“

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“Such a wonderful groups of people. They are full of integrity, intelligence, and compassion for their clients. Highly recommend!!!“

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“Been using them for about 7 years now I always get my money on the first and they mail in my rent so I don't have to worry about anything“