Penney Wise Wealth Advisors

5.0 (1 review)

Financial Advising

Open • 8:30 am - 6:00 pm

By appointment only

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Inheritance planning

Insurance planning

Investment management

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Penney Wise Wealth Advisors - Financial Advising Near Me - Oklahoma City, Oklahoma

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Matt M.

1354

3663

2088

9 years ago

Susan is honest, forthright, and exceptionally driven to help her clients grow their wealth. Her office is conveniently located, as well. (That's a great boon for those of us who have little free time to "take care of business" as we strive to earn money through our careers.) Heed her advice -- it's truly expert advice that you won't regret having taken. Absolutely top notch work. read more

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Edward Jones - Financial Advisor: Phillip Suarez

(1 review)

I highly recommend Phillip. I have been going to Phillip for several years now, ever since I lived…read morein Oklahoma, and he is the absolute best to work with. I was referred to him by my parents who had been going to him for a few years and were very happy. I met with him early on when still in college, he talked with me and gave me advice and I ended up not actually opening an account until later, and he was totally cool with it, no pressure. I am glad I went back to him, he is incredibly knowledgable, easy going and best of all super patient. I consider myself a reasonably educated person but I am almost hopelessly naive with financial matters. He always explains things thoroughly and simply, and then has that ability to dumb something down without making you feel dumb yourself. I really respect his opinion, so far after about three years of working with him we are in a better place than ever. The best part about working with Phillip is that over the years we have moved twice, but since he communicates so well via email, and now has online chat capability (that isn't a huge pain to use) we can still work with him even from across the country. Also Paula his office manager is exceptional, helpful, super nice and always friendly. Again, if you need a financial advisor, give Phillip a call.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Legacy By Design

(1 review)

Legacy takes good care of my investment. Easy to reach for any questions. I would recommend…read moreLegacy by Design to friends.

From the owner: Legacy By Design provides financial planning, voluntary employer benefits, tax strategist services,…read morefixed annuities, retirement planning, medicare, life insurance and free same-day consultations to Oklahoma.

Ironhorse Investments and Estate Planning

(3 reviews)

Stay away!!!!!! Laurie had the worst customer service I've ever experienced in my life. I was…read moreyelled at while trying to get information on a trust. When asking for a copy I was told another family had one and they could not provide it ever because their records do not go back that far. I asked if it was lost if they could provide it. She said no and hung up on me. I said I would get whatever paperwork was needed to be provided the information. She also accused me of just wanting money and yelled "you aren't even in the trust anyway". I in no way am looking for money, but helping with the financial piece since My grandmother has dementia and we are working on end of life care and I explained that I was in a very fragile state dealing with all of this and was continually yelled at and then hung up on.

We have been with Steve, his family and staff for 8 yrs and I have to say, they are the most…read moreefficient and personable people we have dealt with. Steve sat up our trust and got that whole mess put together in a nice tidy package! He or Laurie are available anytime we have an issue. Would highly recommend!!

Penney Wise Wealth Advisors - financialadvising - Updated November 2026

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I'm not a tax person or like being in the office much. Rhonda does my books. I have zero complaints…read moreand I recommend her.

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As a self employed individual, I really appreciate your assistance with my income taxes,…read moreaccounting, and sales tax reporting. Your outstanding customer service, affordability, and clear communication has left a lasting impression. We will not be going anywhere else! Businesses like yours contribute to what makes Oklahoma truly exceptional!

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Penney Wise Wealth Advisors - financialadvising - Updated November 2026

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Penney Wise Wealth Advisors

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Penney Wise Wealth Advisors - financialadvising - Updated November 2026

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