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    Edward Jones - Financial Advisor: Phillip Suarez

    5.0 (1 review)
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    Services - Edward Jones - Financial Advisor: Phillip Suarez

    Investment management

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    10 years ago

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    Oklahoma Capital Advisors

    Oklahoma Capital Advisors

    (1 review)

    During this scary and stressful time, it's easy to panic about money. And as serious as money is,…read moreit's *almost* nice to panic about something other than just keeping your family alive. But having a good financial advisor can really make a difference. We've been working with Elaine Cowan at Oklahoma Capital Advisors for a while, and she is a bright light for us in an area neither of us know much about. Growing up, my family never had any investments, stocks or real estate. They were doing great just to get us all through school. My husband's family did more, but he wasn't interested in it (he lived in a yurt before I met him, you guys). So we both came in, hat in hand, feeling like we were a hot mess. Elaine is a petite little power house. She's funny, charming and whip smart. She's fun to talk to, and knows how to ask the right questions to get the info out of you. She's also very reassuring (at least on your first few visits, I'm sure she'll have to put the smack down at some point, lol). She's into helping you figure out what motivates you, what your goals are, and what all this saving is for. In helping us figure out if we should refinance our house, she helped us talk through things we hadn't even sorted out yet: we don't want to move, but we do want to pay it off by the time our kids finish high school so we can travel. It was so helpful to have someone who could talk us through that. I'm sure some of this she will be able to do online or by phone if you're looking to work on these things while we are all sequestered.

    Edward Jones - Financial Advisor: Phillip Suarez - investing - Updated August 2026

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