

Roger Day - NEXA Lending
Mortgage loans for home purchases, refinances and pre-approvals
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Financial advisors help people plan for the future and make sense of money decisions. Many of the businesses listed here offer retirement planning, income planning, investment planning and life insurance, and some also help with home financing such as conventional, FHA, VA, USDA and jumbo loans, or hold Medicare workshops. In Oklahoma you will find listings grouped by town, including Oklahoma City, Edmond, Muskogee and Tulsa, so you can start with the advisors closest to you. When you choose one, ask whether they are licensed to give advice on the specific service you need, and ask how they are paid, whether by fee, commission or both, so you know where their recommendations may lean. Calling ahead to describe your goals is a quick way to see whether an advisor's approach fits you.


Mortgage loans for home purchases, refinances and pre-approvals


Retirement income, tax and wealth planning for affluent families


Retirement, insurance and estate planning for individuals and business owners


Investments, retirement planning and insurance for Oklahoma families

Retirement, income, and legacy planning from a fiduciary

Home purchase, refinance and home equity mortgage loans