Financial is an independent Registered Investment Advisor. We are a primarily fee-based financial advisory firm offering financial planning and wealth management services to clients all across the nation. We pride ourselves on being independent, offering some of the most robust technologies in the industry while maintaining the unique, personal touch
Janell Reisch —
I can't say enough about the services Rick and his staff have provided for my family. Genuine care and consideration plus
Steve Conkin has been helping clients with financial and retirement planning for twenty years. He graduated from Oklahoma State University with a Bachelors of Science in Finance and a Masters Degree in Business Administration. He has earned the Certified Financial Planner (CFP(R)) and Chartered Financial Consultant (ChFC) Designations.
Steve and his
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Wealth management in Edmond, OK
Financial services in Edmond, OK
Retirement planning in Edmond, OK