Professional Financial Guidance

What’s Important to You About Money?

At Choice Financial, we listen closely to what is important to you about money, what stage you are at in your life journey, who your family members are, and what your life goals are. Then we give you choices as part of a financial plan, carefully explaining the financial principles behind each of your options.

Personalized Investment Strategies

Your financial goals are unique, we have the financial planning strategies and investment solutions to help you achieve those goals. We provide an array of independent and innovative investment services.

Education, Resources & Tools

Access to technology and information are only one small part of the service we provide. Seminars, weekly radio podcast, videos and guides as well as personalized service we emphasize.

Professional Experience You Can Trust

Financial security begins by building a plan you can trust, with more than 25 years experience our professional consultants provides the guidance you need for your future.

Don’t hesitate, contact us for more information on our services. Explore all services

  We named our firm Choice Financial Services because we don’t tell you what to do—we give you choices and options for your money based on your goals.  

Independent Financial Services

Education Is Our Mission

Choice Financial Services was founded on the principle that education and understanding is vital to making prudent decisions concerning your future financial condition. We are not here to tell anyone what to do. First, we carefully listen to your financial goals, then we present you with options and information to help you choose for yourself. In our decades in business, we have demonstrated that when clients understand their finances, they are better equipped to achieve their vision of success.

  Education is the key to helping people make smarter choices about their finances. Education is our top priority.  

Choice Financial, providing financial solutions to Oklahoma City, since 1993.

1993

Founded

25

Years

Contact Choice Financial

Get Answers and Advice from Professional Consultants.

Tell us your fiscal goals. We strive to help create financial stability and work towards building security to provide financial independence.

Go Further with Choice Financial!

Address

13100 MacArthur Boulevard Oklahoma City, OK 73142

Phone

Ph: 405-843-5540 Fax: 405-843-1152

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Your Goals - Our Priorities

About Our Clients

Our clients are very diverse, and each has a unique outlook, circumstances, family make-up and goals. It would be easier for us to offer everyone a boilerplate financial plan, but that’s not how we work. The plans we develop are highly customized to each family or organization we work with.

We work with pre-retirees, retirees, young families, federal employees, medical professionals, retired military, employees, business owners, high-net worth families, and executives throughout the U.S.

Personal Attention

Our Process

Choice Financial Services, Inc. was founded with the goal of assisting our clients in every aspect of their financial lives. We've provided the most personal service available, thus earning a reputation for excellence in our industry.

Technology and information are only one small part of the service we provide. Personalized service are the most important part of what we do. We emphasize one-on-one relationships which allows us to assess your unique financial needs and goals is our top priority.

We are independent so that we can be completely agnostic in our recommendations. We provide the options others don’t provide. If there is a creative strategy to achieve your objectives, we will uncover it! We are experienced financial advisors, providing a diverse array of financial services for you and your family.

  Empowering the whole family to understand their finances helps ensure tax-advantaged transfer of multigenerational wealth.  

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Ready to Secure Your Financial Future?

Choice Financial Develops Innovative Investment Strategies for You and Your Family.