Rick Marshall Wealth Management Group LLC

Heidenreich Wealth Group LLC is a trusted financial advisory firm located in Edmond, OK. With a focus on providing an elevated advisory experience, their team of experts offers personalized services to a diverse range of clients, including business owners, corporate executives, families, individuals, retirees, sudden wealth recipients, and women investors. They believe in going beyond simple asset allocation and take a holistic approach to financial planning, considering all aspects of their clients' lives to help them navigate the ups and downs and achieve their financial goals. With a commitment to expertise, Heidenreich Wealth Group applies their proven knowledge effectively to help clients pursue their goals and objectives. They provide a depth of resources and abilities to match their clients' needs, ensuring they make the most of each investment opportunity. As an independent financial services company, Heidenreich Wealth Group is dedicated to nurturing wealth, preserving assets, and building legacies, helping their clients make their financial goals become future realities.Generated from the website

Using a team approach, we help you make the most of the one life you have by using wealth management techniques designed to help achieve your financial goals through risk-averse investing.Quite simply, we don't want to expose your wealth to any more risk than is absolutely necessary to achieve your goals.

Raymond James, based in Edmond, OK, is a global financial services firm founded in 1962. Specializing in providing trusted advice and tailored sophisticated strategies for individuals and institutions, the firm's advisors offer personalized financial planning and investment solutions. With a focus on understanding the unique complexities of each client's life, Raymond James prioritizes values such as corporate responsibility and community engagement. Backed by a team of specialists in various fields, the firm remains committed to serving people and their financial well-being. Generated from the website