Tulsa Financial Planners

in Tulsa, OK

98
Financial Planners are
in Tulsa

9
Financial Planners in Tulsa
are top rated

N
Rated by
Lauren B.
"When you look for help managing your estate, you want to feel safe in sharing financial information.
and Kaeri of
, are honest and have" only your best interest at heart. They guide you step-by-step through the pitfalls of passing wealth to the next generation. They communicate on a regular basis, informing you of income tax changes that may affect you, they advise you of more beneficial investment vehicles to save/grow your hard earned dollars, and ways of handling IRAs and 401K withdrawals. They've saved us money in income tax fees and have given us a feeling of security which is priceless.
A
Rated by
Ken H.
"I've had other investment advisers before but her knowledge exceeded any of them that I had before. I have a little bit of knowledge of it myself but hers was very good. The price" was great. I'm already scheduling another appointment with them.
N
Rated by
Caesar E.
"They walked me through the whole process. First meeting and gathering information Completing all documents, making corrections if needed Filing all documents Keeping me fully updated" on dates or any changes The are the firm I would go to first as well as refer any family or friends to
Firm's incredible team.

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Financial Advising reviews in Tulsa

A

Rating
He has done our taxes and we are thinking of him doing our financial planning. He does a really good job. He listens to you and he is friendly. He is conscientious. If you do not get your taxes in by a certain day then it can be done by April 15th. It concided with people who send in docuemts in the last minutes. I like him and I can always rely on him to do what he says he is going to do.
- Sharon J.
N

Rating
They were very professional and helpful explaining every step of the way.I'm so happy with the whole
Tulsa Financial Planners Provider Name Locked
team that they now do all of my bookkeeping for my company and handle my taxes. I highly recommend them.
- casey S.
N

Rating
Many initial meetings to gather financial information. They also sell annuity and insurance products just like most financial consultants. They want to sell you something. All follow up meetings and reports are charged on an hourly basis and can cost over $1,000 a year if you have quarterly meetings which can get quite expensive.
- Patricia B.
F

Rating
Never put request in expedited request and then tried to put in second request. They refused. Would NEVER use again. Asked for name of office manager and was told that they did not have information. Called back and was given manager's name. don't trust them with your money if they can't handle request to send statements!
- Laurie S.
A

Rating
Pat
Tulsa Financial Planners Provider Name Locked
(owner) and
Tulsa Financial Planners Provider Name Locked
De
Tulsa Financial Planners Provider Name Locked
met with my wife and I initially for for almost two hours to get to know us and understand our financials needs and objectives. I am close to retirement (my wife will retire in 3 years), and we wanted to find an investment advisor that would get to know us personally and work our whole financial plan, not just offer stocks and bonds advice. We had our
Tulsa Financial Planners Provider Name Locked
and investment accounts at one of the huge brokerage firms and found that we were a small fish in an large
Tulsa Financial Planners Provider Name Locked
. Plus, our investments were under performing the
Tulsa Financial Planners Provider Name Locked
enough that we needed to find another solution.
Tulsa Financial Planners Provider Name Locked
is the solution for us. They are a small company that provides personal service. They are all CPA's in addition to being financial planners, which made us more confident. Pat
Tulsa Financial Planners Provider Name Locked
has been in the financial management business for 25+ years, and has a mission to provide holistic financial planning tailored to an individual's needs, not just stock picking advice. They have helped us understand approaches and strategies for life insurance, social security, retirement cash flow, 401(k)'s,
Tulsa Financial Planners Provider Name Locked
's and regular investments. They created a comprehensive financial plan for us, explained it in great detail, outlined the risks, and showed us what our financial future would look like. We are so happy that we found an advisory firm that really cares about us and takes the time and interest to get to know us, our risk tolerance, and our needs. I would not hesitate to refer any of my family or friends to
Tulsa Financial Planners Provider Name Locked
.
- George H.
A

Rating
In our first meeting with
Tulsa Financial Planners Provider Name Locked
, he described the process and the expected outcome and we left with a list of information we needed to bring to the next meeting. We thought we brought all the requested info to the next meeting but as
Tulsa Financial Planners Provider Name Locked
systematically walked through our assets, workplace benefits,and liabilities, we discovered a few things we had forgotten we had. Those forgotten assets more than covered the cost of the service! Also, as
Tulsa Financial Planners Provider Name Locked
reviewed our documents, he gave us a better idea of exactly what we had and how the benefits worked while giving us advice along the way of how to maximize those benefits. After all the information was collected,
Tulsa Financial Planners Provider Name Locked
built a plan based on our answers to questions about our goals and risk tolerance.
Tulsa Financial Planners Provider Name Locked
walked through a great tool where you can change assumptions and see your expected outcome and probability of success. We even had access to that tool after our meetings with
Tulsa Financial Planners Provider Name Locked
were finished which we found really helpful. At the last meeting,
Tulsa Financial Planners Provider Name Locked
summarized what we had discussed in the previous meetings and repeated the advice he shared along the way. He then walked us through various investments and insurance products and explained the pros and cons of each. We were very pleased with our interactions with
Tulsa Financial Planners Provider Name Locked
. He was personable and knowledgeable. We never felt rushed and
Tulsa Financial Planners Provider Name Locked
patiently answered all our questions even though we had paid a flat fee so he should have wanted to cut our meetings short! We feel like we learned a lot and were glad we spent the time and money. We would enthusiastically recommend
Tulsa Financial Planners Provider Name Locked
.
- Elizabeth L.
A

Rating
A few years ago, we were probably a financial adviser's worst nightmare. We could only answer about half of
Tulsa Financial Planners Provider Name Locked
's questions as far as where all our money was (many items had been moved, plus we had just physically moved houses and misplaced many documents in the process).
Tulsa Financial Planners Provider Name Locked
patiently walked us through establishing a baseline for what a healthy financial plan looks like today, and what we needed to to to prepare for our future. Within a few weeks, we went from only knowing where about 75% of our money was and should be, to knowing where every penny was and watched our portfolio grow.
He's very versed in the myriad of options available, and was able to provide
Tulsa Financial Planners Provider Name Locked
advice for not only managing our own finances, but how to do that in the context of owning our own small business.
He is always professional, unbiased, and responsive to inquiries.
- JOSEPH C.

All Financial Planners 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!

3 Pointe Financial

8001 Irvine Center Dr

A G EDWARDS & SONS INC

4200 E SKELLY DR
Tulsa

ALLEGIANCE CAPITAL CORP

6326 S SANDUSKY AVE
Tulsa

Allegiant Group Inc

189 W Clarkston Rd Ste 1

Allstate Insurance Company-Addison Gardner

7206 W Hefner Road
Oklahoma City

Allsup Inc

300 Allsup Pl

AMERICAN INVESTORS GROUP

3225 S NORWOOD AVE
Tulsa

Ameriprise

5018 E 68th St
Tulsa

AMERITRUST INVESTMENT ADVISORS INC

4506 S Harvard Ave
Tulsa

AMG Legacy Planning

10100 W Sample Rd

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

1082 E 31ST ST
Tulsa

BANC OF AMERICA INVESTMENT SVC

4880 S LEWIS AVE
Tulsa

BANC OF AMERICA INVESTMENT SVC

2100 S UTICA AVE
Tulsa

BANC OF AMERICA INVESTMENT SVC

6120 S YALE AVE
Tulsa

BANC OF AMERICA INVESTMENT SVC

7136 S YALE AVE
Tulsa

BANC OKLAHOMA INVESTMENT CTR

1 WILLIAMS CTR
Tulsa

BANK OF AMERICA

15615 S DESERT FOOTHILLS PKWY

BARRY & BOYD INVESTMENT-RETIRE

4815 S HARVARD AVE
Tulsa

Boost Credit 101

3773 E Cherry Creek N Dr

BOSC INC

1 WILLIAMS CTR
Tulsa

Bright Day Back Tax Lawyers

10302 E 71st St
Tulsa

Briscoe Burke & Grigsby LLP

4120 E 51st St
Tulsa

choice Debt Consolidation

1909 South Elm Place

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

Credit Repair Tulsa

219 S Cheyenne Ave

Daniel Parker - State Farm Insurance Agent

6770 S Sheridan Rd Ste A
Tulsa

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Disciplined Investments Llc

2222 S Utica Pl # 200
Tulsa

EDWARD JONES

2541 E 6TH ST
Tulsa

EDWARD JONES

5801 E 41st St Ste 800
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

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.

40 Exchange Place

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

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.

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

JOHN ALLRED

10033 E 98TH PL
Tulsa

Life's Organizer

4808 S Elwood Ave
Tulsa

LINSCO PRIVATE LEDGER

4815 S HARVARD AVE
Tulsa

Lowell, Blake & Associates

141 Tremont Street

Marchand & Co CPA's PC

2003 Southern Blvd SE

MARK W FRY ctp cpbc

7935 East 57th Street
Tulsa

MORGAN STANLEY

2200 S Utica Pl Ste 500
Tulsa

MORGAN STANLEY

2200 S Utica Pl Ste 300
Tulsa

Muret CPA PLLC

3326 E 27th Pl.
Tulsa

PAR III INC

7711 E 111th St Ste 121
Tulsa

Paul Clarke CPA PC

5800 S Lewis Ave
Tulsa

R A HALL INC

6333 S MEMORIAL DR
Tulsa

RAYMOND JAMES FINANCIAL SVC

1831 E 71ST ST
Tulsa

ROYAL ALLIANCE ASSOC INC

3314 E 51ST ST
Tulsa

S P Johnson Group

2025 Delaware Ave

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

SMITH BARNEY

2100 S UTICA AVE
Tulsa

SMITH BARNEY

2200 S Utica Pl Ste 300
Tulsa

SOUTHWEST BENEFIT INC

7633 E 63RD PL
Tulsa

SWS FINANCIAL SVC

406 S BOULDER AVE
Tulsa

Tax Teks Inc

3202 S Memorial Dr
Tulsa

TRUST CO OF OKLAHOMA

6120 S YALE AVE
Tulsa

Tulsa Debt Consolidation

20 East Brady Street

United Gold Direct

2945 Townsgate Road

USAA

9800 Fredreicksburg Rd

WACHOVIA SECURITIES

6120 S YALE AVE
Tulsa

WACHOVIA SECURITIES

2431 E 61ST ST
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

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