Schaefer Financial Group

At Schaefer Financial Group, our mission is to help you make wise financial decisions.

our team

We can't wait to meet you

Schaefer Financial Group is more than a team of people with financial expertise, we’re a family that is determined to help meet your needs and serve you as one of our own. We understand it can be difficult to ask for help with your finances, and that’s why we keep our circle tight-knit and strive to provide objective and transparent guidance that’s in line with your goals and values.

With more than 40 years of combined experience, Schaefer Financial Group can bring clarity to where you are today while helping you confidently plan for all of your tomorrows. We are committed to working just as hard for your family as we do for our own. Give us a call today to learn more about how we can help you on your financial journey.

Click here to book your appointment today!

Preston SchaeferFinancial ConsultantCLTC®

Scott SchaeferFinancial ConsultantLUTCF®, FIC, CKA®

Zoe SchaeferOffice Manager

Christopher PorterOffice Professional

Why ThriventA different kind of financial services companyAs a Thrivent team practice, we're grounded in Thrivent's mission to help you achieve financial clarity and live generously.Thrivent is owned by its members, instead of by shareholders or investors. This means we aren't your typical for-profit financial company. Instead, we reinvest our profits back into the people and communities we serve.

Edmond Location

1616 E 19th St Ste 101
Edmond, OK 73013

Phone405-348-2371Fax405-348-1619HoursMonday – Thursday: 9:00 a.m. to 5:00 p.m. Friday: 9:00 a.m. to 3 p.m.

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 405-348-2371

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations