Womack Investment Advisers

Category: Financial planner

Address: 1366 E 15th St, Edmond, OK 73013, USA

Phone: +14053401717

Opening hours

Sunday: Closed

Monday: 9AM–5PM

Tuesday: 9AM–5PM

Wednesday: 9AM–5PM

Thursday: 9AM–5PM

Friday: 9AM–5PM

Saturday: Closed

Reviews

Dena Nason

Aug 10, 2021

Thank you for your ongoing attention to the details. We love how someone is always quick to respond and always available for questions.

Tony Sharp

Aug 4, 2021

Always had excellent service with Greg and his staff. These are very nice and extremely professional people

Teresa Tyrone

Jul 24, 2021

My husband and I are completely satisfied with the services provided by Womack Investment Advisers. Their recommendations are always spot on. They go out of their way to listen to your concerns and to offer you solid advice on how to grow your investment. I would definitely recommend their services to anyone looking for someone experienced and knowledgeable about what it takes to grow your investment for your future endeavors (i.e. paying for college expenses for your children or building a retirement nest-egg).

Rosey Janes

Jul 22, 2021

Very professional staff along with personalized and quality service. They truly go above and beyond and take time to invest in knowing their clients and their needs. I've been beyond impressed with Mr. Greg Womack and his staff. Looking forward to working with them for many years to come. Highly recommend!!

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Questions & Answers

We are looking for a financial advisor to help us with retirement planning. My husband is self employed and I have a 401K but I'm not sure it's doing what I'd like it to. Do you have a free consultation? We are around Edmond. Thanks!

Maryanne Henry | Oct 6, 2021
Womack Investment Advisers | Jan 9, 2022

Mrs. Henry, we can absolutely take a look at the 401K! We do have free consultations and would love to have you come by or call the office in Edmond. Helping other Oklahoman's figure out their finances and get on the path to success is our greatest pleasure. Look forward to talking to you soon.

I'm new to the Edmond area and we're looking to move all of our investments to a new financial advisor. We'd also like to look at estate planning as we're getting older and should have done it long ago. Are you taking on new clients for this? Thanks

Emma Siplod | Oct 6, 2021
Womack Investment Advisers | Oct 6, 2021

Welcome to Edmond Ms. Siplod! We're happy to have you in the neighborhood! We are experienced & adept at seamlessly transferring investments from one firm to another. This is common when someone moves. It's nice to have a financial adviser you can meet with face-to-face when you're talking money! Give us a call, or submit a contact form on our website and we'll get you scheduled for a consultation to start the ball rolling.

I was wondering if you have financial advisers as well as investment advisers? I am looking to get my kid's college AND my retirement plans lined out and don't really know where to start! Any help would be very much appreciated. I am in Edmond also.

Thomson Alam | Oct 6, 2021
Womack Investment Advisers | Oct 6, 2021

Thank you so much for asking Mr. Alam! Our investment advisers absolutely are financial advisers too. Some people may use the term "financial planner" as well. Our #1 goal is to provide our Edmond and other Oklahoma neighbors with proactive and coordinated financial planning services of all kinds including investments in your future. We would love to schedule you for a no-obligation analysis and see how we can get you started on the right foot for your kiddo's college fund AND your retirement plan. Give us a call any time. We look forward to serving you at Womack Investment Advisers.

Wondering if you can do stuff for small business owners. We might like to get our employees into some kind of a 401K or retirement plan. Is that something a financial adviser can do? Your office is in Edmond, OK, correct? Thanks!

We Scoop The Poop OKC | Nov 10, 2021
Womack Investment Advisers | Nov 10, 2021

Hey there! Yes we can absolutely help you with that. Small business owners are a perfect fit for our services. We'd love to help get your employees into a retirement savings plan so they can invest and grow wealth over time! Our financial adviser office IS in Edmond, OK and we would be very pleased to serve you in any way we can! Stop by or give us a call and we'll get you started.

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