-Find top-rated Service Providers
Find top-rated Service Providers

Find Top-Rated Tulsa Financial Advisors

Angie's List helps you hire the best - and avoid the rest!

Financial Advisors to Avoid

108

Top Rated Financial Advisors

4

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews
See Verified Local Reviews

Over 1,493 reviews for
Tulsa Financial Advisors from people just like you.

A
" and Her team did an excellent job. I was tasked of having an estate sale for a relative. I did not know where to start. " and her team came in insured me they could handle the sale and clean everything out of the 2500 sq ft house afterwards. The items that didn't sale , was able to place in a well known antique shop. is a woman of her word.

-Sharon A.

A
"We have not had any issues with them filing our taxes. They are always here to answer any questions. We have felt very comfortable with them. They are available" when we call or they return our call promptly. They are very knowledgeable and were able to guide us to where we should invest and see return. They are caring and never pushed us into something. They are compassionate.

-Franklyn D.

+Join 3 Million People on Angie's List
Shop, Schedule, and Save on Services

Over 3 million people trust Angie's List.

  • Your Membership Includes:
  • Instant access to top rated businesses covering 700+ services
  • Our Complaint Resolution Team to help when a project goes bad
  • On-the-go access to our iPhone, Android, & iPad apps
Find top-rated Service Providers
See Verified Local Reviews
Join 3 Million People on Angie's List

Local Articles in Tulsa

Financial Advisor & Planning

A financial planner can help identify goals and create a plan for you to achieve them. Before deciding to work with someone, be sure of his or her credentials, experience and method of compensation.

piggy bank full of coins

You have money in the bank and gas prices are down, but are you financially fit?

receipts, smartphone, pencl and a laptop

If you think it’s too early to think about tax season, think again.

wad of cash

Have you decided it’s time to start investing your money?

money in holiday mug

Between cleaning the house for guests, cooking big meals and shopping for gifts, the holidays take a toll on our well-being and wallets.

Angie's Answers

?
?

Have you checked Angie’s List? Angie’s List Answers is a great place to find advice from professionals, but for ratings, reviews and information to help you hire the companies you need, visit www.angieslist.com today.

 

 

?
?
?

Financial Advising reviews in Tulsa

A

Rating
Excellent. came in to clinic to talk with me regarding saving us money through our credit card processing. He set us up with terminals and assisted us through the whole process. saved us a lot of money. He is always available for any assistance,information and help that we need.He made the switch over ...More very easy and fast in our busy clinic. He is a very dedicated to his profession.
- julia G.
A

Rating
I called out of the blue and asked for a consultation. It turned out that he wasn't the appropriate person to call, but he talked to me anyway, at no charge. In the course of that call, I sensed that is extremely intelligent and well-versed in his field. If I do need his services in the future - based ...More on that call - I would seek him out immediately.
- Caron W.
A

Rating
I had the opportunity to speak with EJ today, in regards to some issues that I am having with my credit card co. After I explained my situation we spoke in depth about credit card settlement and what my options would be. I was so impressed with his knowledge
and expertise in all aspects of credit card debt. He was truly concerned as to how my ...More decisions would affect my credit score.
Thank you EJ for all the information you shared with me today and helping to set my mind at ease. Sincerely, AP
- Annette P.
A

Rating
I am a single mom and have made some bad financial planning decisions in the past as it relates to term life insurance. Mr. (owner of & Associates) took the time to educate me on the best life insurance options that would give me the flexibility I needed in the future. Additionally, my son's ...More were left $80,0000 a piece from their paternal grandparents who died earlier this year. Because they are both minors, I wanted the money placed in a Trust until they turn 18. Mr. provided me with several options and explained the pros and cons of each of them.
He is a gifted teacher in what he does and I would highly recommend him for any services related to Financial and Retirement Planning. His passion is people and it is reflected in his professionalism.
- Roxane J.
N

Rating
The whole process went great. There were no problems and the financial adviser I worked with was very helpful. The whole process took less than a week and I was able to complete the purchase of the property I wanted to buy.
- Lisa H.
A

Rating

My primary reason for contacting Mr. was to get long-overdue input on my financial investments (and debt) especially my 401K. I work for a large company and we have multiple investment options in our 401K. The company suggests we purchase services from a particular "group" to get input on our 401K elections-OR-we ...More can manage it ourselves. Well I preferred to have an external set of eyes on my investment options. My concern is the recommended "group" might have a lot of people who are perhaps not very experienced to advise me, or they'd have some cookie-cutter formula for advising people in general that wouldn't be tailored to my situation in particular, or they'd have some bias in telling me that my 401K investment options were great...but what if they really weren't ?? I wanted to pick someone with more experience (and references, hence Angie's list) and no reason for bias.



I contacted Mr. via Angie's list and he responded very quickly. He provided me with some detailed paperwork to fill out. I have to admit I was a bit discouraged by the paperwork at first. But then I thought, well, the more information you provide him, the better he can help you. If he were to advise me without collecting much information then he's not giving me informed input based on my whole financial picture. I work in a different field, but the same rules apply. To be clear, the questions on the paperwork are not difficult, it just took a little time to find balance information on statements (for example). Mr. also told me to feel free to contact him with any questions I had when completing the paperwork so I felt comfortable that I had help if needed. When we met in person he really took time with me. He responded to all of my questions. He also asked follow-up questions to make sure I understood his responses. I don't know a lot about investments/retirement planning so I really learned a great deal. I also appreciated that he was able to convey the information in a way I can understand. He asked me if I had any more questions several times before closing our meeting (I kept coming up with more- I like to learn as much as I can from experts!). He told me not to hesitate to call if I came up with any more and (of course) shortly after our meeting I thought of one more nagging question. I called him and left him a voicemail that it wasn't urgent, if he would call me within a week that would be great. Mr. called me back - within an hour! Mr. emailed me documentation of his recommendations from our meeting. He even called me to be sure I received and understood the email. I highly recommend Mr. , he is very knowledgeable, thorough, patient and pleasant to speak with. I came away with the information I hoped for and more. I plan on using his services again in the future.






- George J.
F

Rating
I am an attorney. ("CSC") provides various services to assist businesses. The Gesmer law firm put my name down as the billing recipient for its services. CSC did not check with me about this. It just did it without my consent. My client and I have been trying to get my name removed from ...More the account since September 1, 2015. CSC refused to remove my name even though it did not have my permission to place my name on the account in the first place. Apparently, CSC will put anybody's name on an account without the person's permission just because some third party tells them to. Then CSC will not remove the person's name without the third party's consent. This is an unconscionable business practice.
- Preston B.
A

Rating
was phenomenal. She made a very boring subject bearable. It was enjoyable to listen to her because she was having fun with it, which in turn helped me to have fun with it. We were joking back and forth, so it made it very interesting. She was very professional and I learned everything that I was supposed to learn about reverse ...More mortgages. I have listened to this course twice before because of 2 other companies that I have looked at for reverse mortgages and this time around was MUCH more enjoyable. The other two companies that I used were HORRENDOUS!
- SIDNEY H.

Financial Advisors in Tulsa, OK

Companies below are listed in alphabetical order. To view top rated service providers along with reviews and ratings, Join Angie's List Now!

A G EDWARDS & SONS INC

4200 E SKELLY DR
Tulsa

AAA Credit Restore

6532 E 71st Street
Tulsa

Accelerated Benefits

5880 Venture Drive

ALLEGIANCE CAPITAL CORP

6326 S SANDUSKY AVE
Tulsa

Allegiant Group Inc

189 W Clarkston Rd

Allstate Brookside Roseborough Agency

3807 S. Peoria Ave., Suite D
Tulsa

Allstate Insurance Company-Addison Gardner

7206 W Hefner Road
Oklahoma City

American Check Cashers

5051 S Yale
Tulsa

AMERICAN INVESTORS GROUP

3225 S NORWOOD AVE
Tulsa

Ameriprise

5018 E 68th St
Tulsa

AMERITRUST INVESTMENT ADVISORS INC

4506 S Harvard Ave
Tulsa

AQ Financial and Tax Services

5921 East Admiral Place
Tulsa

ARVEST ASSET MANAGEMENT

4825 E 36TH ST
Tulsa

AXIA INVESTMENT MGMT LINE

101 E 2ND ST
Tulsa

BANC OF AMERICA INVESTMENT SVC

4880 S LEWIS AVE
Tulsa

BANC OF AMERICA INVESTMENT SVC

1082 E 31ST ST
Tulsa

BANC OF AMERICA INVESTMENT SVC

2100 S UTICA AVE
Tulsa

BANC OF AMERICA INVESTMENT SVC

7136 S YALE AVE
Tulsa

BANC OF AMERICA INVESTMENT SVC

6120 S YALE AVE
Tulsa

BANC OKLAHOMA INVESTMENT CTR

1 WILLIAMS CTR
Tulsa

Barnard Law Firm

3501 E 31st St
Tulsa

BARRY & BOYD INVESTMENT-RETIRE

4815 S HARVARD AVE
Tulsa

BOSC INC

1 WILLIAMS CTR
Tulsa

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

Bright Day Back Tax Lawyers

10302 E 71st St
Tulsa

Briscoe Burke & Grigsby LLP

4120 E 51st St
Tulsa

Budget Finance Company

2613 E 11th Street
Tulsa

choice Debt Consolidation

1909 South Elm Place

Clint Elliott CPA

450 W 7th Street
Tulsa

COMMONWEALTH CAPITAL MGMT WLNT

4425 E 31ST ST
Tulsa

Core Business and Financial Services

8901 Commerce Park Dr
Oklahoma City

COUNTRY CLUB FINANCIAL SVC

5215 E 71ST ST
Tulsa

Coy Eugene Silvis, CLU ChFC, New York Life

2738 E. 51st Street, Suite 250
Tulsa

Credit Repair Tulsa

219 S Cheyenne Ave

D P Financial & Tax, Inc.

8282 S Memorial Dr
Tulsa

Daniel Parker - State Farm Insurance Agent

6770 S Sheridan Rd Ste A
Tulsa

Disciplined Investments Llc

2222 S Utica Pl # 200
Tulsa

EDWARD JONES

2541 E 6TH ST
Tulsa

EDWARD JONES

1517 S HARVARD AVE
Tulsa

EDWARD JONES

7112 S MINGO RD
Tulsa

EDWARD JONES

6528 E 101ST ST
Tulsa

EDWARD JONES

5314 S Yale Ave Ste 420
Tulsa

EDWARD JONES

5327 S SHERIDAN RD
Tulsa

EDWARD JONES

5801 E 41st St Ste 800
Tulsa

EIDE BAILLY LLP

6226 E 101ST ST
Tulsa

F.A.T. Freedom

4/41 Meinzinger Ave.

Farmers® Insurance - Salazar Agency

12916 S Memorial Dr
Bixby

FIRST STUART CORP

2431 E 61ST ST
Tulsa

FLINT RESOURCES CO

1625 W 21ST ST
Tulsa

Forest Accounting & Bookkeeping

9322 S 74th E Avenue
Tulsa

Freyman CPA, P.C.

57 Washington Ave

GARDNER FINANCIAL SVC

6033 S 66TH EAST AVE
Tulsa

Gardner's Tax Service Inc

5618 S Mingo Rd
Tulsa

GREGORY PITTS INSURANCE AGENCY, INC

3505 S 113TH WEST AVE
Sand Springs

Grothjan Financial Services

4325 E 51st St Ste 105
Tulsa

HOGAN & SLOVACEK

6120 S YALE
Tulsa

I H VAN HORN

4815 S SHERIDAN RD
Tulsa

iBank

3090F Pullman St

INVESTEX INC

1260 E 26TH ST
Tulsa

INVESTMENT CENTERS OF AMERICA

6100 E 51ST ST
Tulsa

INVESTMENT NETWORK

1542 E 34TH ST
Tulsa

IRS Tax Help Team

1201 S Beach Blvd

Lendinero

848 Brickell Ave 603

LINSCO PRIVATE LEDGER

4815 S HARVARD AVE
Tulsa

Lost Angels International, Inc.

1170 Peachtree Street NE

MARK W FRY ctp cpbc

7935 East 57th Street
Tulsa

MORGAN STANLEY

2200 S Utica Pl Ste 300
Tulsa

Morgan Stanley Tulsa

2200 S Utica Place Suite 300
Tulsa

Muret CPA PLLC

3326 E 27th Pl.
Tulsa

Oklahoma Project Woman

2727 E 21st Street
Tulsa

PAR III INC

7711 E 111th St Ste 121
Tulsa

Paul Clarke CPA PC

5800 S Lewis Ave
Tulsa

Peak Financial Corporation

3030 NW Expressway Suite 200
Oklahoma City

Quick Cash of America

4117 Southwest Blvd
Tulsa

R A HALL INC

6333 S MEMORIAL DR
Tulsa

Raymond James Financial Services

10051 S. Yale AvenueSte. 204
Tulsa

RAYMOND JAMES FINANCIAL SVC

1831 E 71ST ST
Tulsa

ROYAL ALLIANCE ASSOC INC

3314 E 51ST ST
Tulsa

Ryan Card Insurance Agency

6847 S Canton Ave
Tulsa

SageOak Financial, LLC

7633 E. 63rd Place, Suite 300
Tulsa

SANDERS MORRIS HARRIS

2431 E 61ST ST
Tulsa

SECURITIES AMERICA INC

6033 S 66TH EAST AVE
Tulsa

Shockley Bookkeeping and Tax Services, LLC

801 North Elm Plce
Broken Arrow

SMS Financial & Investment Management

4111 S Darlington Ave
Tulsa

SOUTHWEST BENEFIT INC

7633 E 63RD PL
Tulsa

Sullivan Financial Strategies

PO Box 140292
Broken Arrow

SWS FINANCIAL SVC

406 S BOULDER AVE
Tulsa

Tax Teks Inc

3202 S Memorial Dr
Tulsa

The Mutual Fund Store

8353 South Memorial Drive
Tulsa

TRUST CO OF OKLAHOMA

6120 S YALE AVE
Tulsa

Tulsa Debt Consolidation

20 East Brady Street

Tulsa Credit Repair

3010 S Harvard Avenue E
Tulsa

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

VNMutual Solutions Inc

1 Lincoln Centre

WACHOVIA SECURITIES

2431 E 61ST ST
Tulsa

WACHOVIA SECURITIES

6120 S YALE AVE
Tulsa

WALNUT STREET SECURITIES

8234 S 100TH EAST PL
Tulsa

WELLS NELSON & ASSOC

401 S BOSTON AVE
Tulsa

WILBANKS SECURITIES INC

5200 S YALE AVE
Tulsa

WILLIAM C LANGDON & CO

2526 E 71ST ST
Tulsa

Join Angie's List to get the best local reviews in Tulsa.

What Does My Membership Include?
  • Instant access to reviews for 700+ services
  • Exclusive service discounts - up to 70 percent off!
  • Top-notch support from our live call center
How does Angie's List work?
1. Say you need a Financial Advisor
2. Angie's List has tons of detailed, local reviews.
3. Find a winner, and book them.
4. Angie's List is there to resolve any issues.
CBS
Good Morning America
Fox News
USA Today
The Wall Street Journal
MSN money