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Soard Financial Management, LLCFinancial advisor in Edmond, OK

Soard Financial Management, LLC is a financial advisor at 1907 W 33rd St STE 120, Edmond, OK 73013, ranked #42 of 130 financial advisors in Edmond and rated 5.0 from 3 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Edmond, OKUpdated 0 paid placements in any rankingHow we rank

Call (405) 509-6068Website ↗

Key facts

Key facts about Soard Financial Management, LLC
Address1907 W 33rd St STE 120, Edmond, OK 73013Get directions
Phone(405) 509-6068
Websitesoardfinancial.com
HoursMonday to Friday: 9 AM – 5 PM
Google rating5.0 from 3 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category

Service area

Serves Edmond and 10 towns within 25 miles: Warr Acres, Bethany, Oklahoma City, Del City, Midwest City, Choctaw, Yukon, Guthrie, Moore and Mustang.

Based in Edmond, OKView on map

Opening hours

Opening hours for Soard Financial Management, LLC
DayHours
Monday9 AM – 5 PM
Tuesday9 AM – 5 PM
Wednesday9 AM – 5 PM
Thursday9 AM – 5 PM
Friday9 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Soard Financial Management, LLC

How is Soard Financial Management, LLC ranked in Edmond?

Soard Financial Management, LLC is ranked #42 of 130 financial advisors in Edmond by RFA Score, with 63 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Soard Financial Management, LLC’s hours?

Soard Financial Management, LLC is open Monday to Friday. Its listed hours are Monday to Friday, 9 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Soard Financial Management, LLC serve?

Serves Edmond and 10 towns within 25 miles: Warr Acres, Bethany, Oklahoma City, Del City, Midwest City, Choctaw, Yukon, Guthrie, Moore and Mustang. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Soard Financial Management, LLC?

Soard Financial Management, LLC has a rating of 5.0 from 3 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Soard Financial Management, LLC?

Call Soard Financial Management, LLC on (405) 509-6068. The business is at 1907 W 33rd St STE 120, Edmond, OK 73013. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Soard Financial Management, LLC compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Soard Financial Management, LLC (this business)—635.0 (3)NoNo
Edward Jones - Financial Advisor: Daylene K Bachman, ChFC®|CRPC™#40635.0 (3)NoNo0.7 mi
Edward Jones - Financial Advisor: Brian B Cohlmia, CEPA®#41635.0 (3)NoNo1.9 mi
First Command Financial Advisor - Gary Chitwood#43635.0 (20)NoNo16.5 mi

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