Oklahoma Financial Center Inc

Oklahoma Financial Center Inc is a financial planner in Oklahoma City, OK, serving individuals and professionals across the region with personalized financial guidance. The firm specializes in retirement planning, business retirement solutions, wealth preservation, insurance strategies, and educational funding for families. They work closely with corporate executives, doctors, entrepreneurs, teachers, and other high-achieving professionals, helping them navigate complex financial decisions with clarity and confidence. With a foundation built in 1987, the firm has cultivated deep expertise and long-term relationships, offering a team-based approach that integrates clients’ personal goals with strategic financial planning. Their service area extends beyond Oklahoma City, with advisors traveling to meet clients in over a dozen nearby cities. The firm holds a 5.00 rating, reflecting strong client satisfaction and consistent service excellence.

Since its founding by Karen Cunningham in 1987, Oklahoma Financial Center has emphasized a client-centered philosophy rooted in trust, education, and collaboration. The firm’s team of certified financial professionals, including CFP® and ChFC® designees, works in partnership with attorneys, accountants, and other advisors to deliver comprehensive financial solutions. Their approach is built on reliability, practicality, and interactive relationships, ensuring clients feel supported throughout their financial journey. The team is known for its white-glove service, personalized attention, and commitment to empowering clients to live confidently, whether preparing for retirement, growing wealth, or planning for future generations.

Located at 12436 St Andrews Dr, the firm sits just a short distance from Northwest 122nd Street and John Marshall High School, with the Oklahoma City Police Department nearby. It lies approximately 0.2 miles from Lake Hefner Parkway and is within a half-mile of Quail Creek Country Club and The Greens Country Club, placing it in a well-established residential and recreational corridor.

The firm is recognized for thorough, well-documented business information available online and a website that search engines read cleanly, enhancing its visibility and accessibility. These strengths reflect a business that is both transparent and strategically positioned in digital spaces.

Oklahoma Financial Center Inc stands as a trusted guide for Oklahoma City professionals seeking to align their financial plans with life’s evolving priorities, offering a rare blend of expertise, personal connection, and forward-thinking strategy.

Services:

• Client Education
• Financial Planning
• Retirement Plans
• Wealth Management