Best Financial Advisors in Muskogee

Find top-rated local financial advisors who can help you achieve your financial goals with personalized strategies and expert guidance.

Find an Advisor Estimated Advisor Fees
40+
Advisors
4.6/5.0
Average Rating

Muskogee Financial Landscape

Muskogee's economy is diverse, with key sectors including healthcare, manufacturing, and retail. The city serves as a regional hub, benefiting from its strategic location.

Major industries
Healthcare, Manufacturing, Retail
Population
38.9K (metro: N/A)
Median household income
$45,000
Unique needs
Muskogee requires tailored financial advice focusing on local economic conditions and community development.
Market Insights
Economic Growth
According to BEA (2023), Muskogee's GDP growth has been steady, driven by healthcare and retail expansions.
Wealth Demographics
According to Census (2023), Muskogee's median income stands at $45,000, reflecting a modest economic environment.
Advisor Specializations
Based on BLS (2023), financial advisors in Muskogee are increasingly focusing on retirement planning and local investment strategies.
Local Considerations
Cost of Living
According to BLS (2024), Muskogee's cost of living remains below the national average, making it an affordable place to live.
Real Estate Market
According to Zillow (2024), the real estate market in Muskogee is stable, with moderate price growth and a balanced supply-demand dynamic.
Business Environment
According to Fortune (2024), Muskogee's business climate is improving, with incentives for new businesses and support for local entrepreneurs.

Top 5 Financial Advisors in Muskogee

Edward Jones - Financial Advisor: Daniel T Miller, CFP®|AAMS®
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Kevin R White, CEPA®|AAMS®
★ ★ ★ ★ ★ 5
Bullseye Wealth Management
★ ★ ★ ★ ★ 5
Edward Jones - Financial Advisor: Mike Carman
★ ★ ★ ★ ★ 5
Financial Planning Associates
★ ★ ★ ★ ★ 5
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How to Choose the Right Financial Advisor

When selecting a financial advisor in Muskogee, consider these essential factors

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Fiduciary Standard
Prioritize advisors who commit to acting as fiduciaries 100% of the time, legally obligating them to put your interests first.
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Muskogee-Specific Expertise
For Muskogee residents working in Healthcare, Manufacturing, Retail, consider advisors with specific experience in your industry's unique compensation and benefit structures.
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Fee Structure Transparency
Understand how your advisor is compensated—whether through fees, commissions, or a combination—and how this might influence their recommendations.
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Credentials
Seek advisors with recognized credentials such as CFP®, CFA, or ChFC designations, indicating advanced training and ethical standards.
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Communication Style
Choose an advisor whose communication approach matches your preferences regarding frequency, detail, and method of interaction.
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Risk Management Focus
Muskogee's economy is vulnerable to healthcare sector fluctuations. Real estate may face downturns; consider diversification and prepare for tornado risks.

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