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Financial Planners to Avoid

88

Top Rated Financial Planners

9

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Over 1,121 reviews for
Tulsa Financial Planners from people just like you.

D
"I wanted to setup a savings account for my kids education and found this company highly rated here on AngiesList. I reached out to them for information on education" saving and received you basic "hello" and introductory email from them. I emailed them back twice (thought I might not have hit send the first time) letting them know I was interested in setting up an education savings account for my kids. Apparently they are not interested in my business as no one has responded.

-Vicki K.

A
"
first asked questions to be sure he knew what my goals were. He reviewed my financial information and provided advice as to what I should" do looking forward to retirement. He also discussed the various kinds of accounts I could open on behalf of my grandchildren, including the pros and cons of each type.
was personable and extremely helpful. By the time my hour appointment was finished, I felt I had a good grasp on what I need to do to improve my financial situation and enough information to decide what type of account I want to start for my grandchildren. I would recommend
to others.

-Ellen C.

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Angie's Answers

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Financial Advising reviews in Tulsa

C

Rating
fine at first then when something needed to be addressed no response or can you e-mail it to me when it needed a visual inspection and the person lives within 20 minutes of the location checks ha they forgot to pay the care taker for over a year in the end they screwed over my son blamed me they do not believe in paper work if it involves paper work they will talk you out of it saying no . and if you have a problem with a contractor they will back them up try to make you look stupid or try to get you removed from there property before helping you their moto if it works good enough for them even if it looks like crap and doesn't really work!

- james H.
D

Rating
I needed my credit report and rating as part of a financial planning session with a separate vendor. I provided my credit card number for the well-advertised $1 fee. Shortly thereafter, I received a bill for $20 for a credit tracking service that I was not interested in. To cancel the service I had to call the company. I was disappointed in the fact that I needed to scour the fine print to avoid being charged for a service I did not want. Additionally, I could not cancel my membership online. I think all companies should allow you to sign up AND sign off by the same method.
- Shaina C.
A

Rating
Recently, I had a visit with
Tulsa Financial Planners Provider Name Locked
, a local insurance agent. He answered my questions about insurance using
Tulsa Financial Planners Provider Name Locked
, easy to understand terms. I felt comfortable talking with
Tulsa Financial Planners Provider Name Locked
. There was so no sales pressure for me to change anything, or to buy anything. If you would like to talk with
Tulsa Financial Planners Provider Name Locked
about your insurance too, his phone number is 404-319-1697. He does medicare, life insurance, and retirement planning.
- Jim R.
N

Rating
Tulsa Financial Planners Provider Name Locked
also helped me to figure out the cost basis of stock as my Dad
bought stock with dividend reinvestment. Because of the AT&T breakup
back in 1984, AT&T went to many new companies and then those companies
were bought out or had splits and reverse splits. He was truly a
Godsend on this part of it! He sent me a detailed list for year end
taxes which was such a wonderful help.

Thank goodness we hired
Tulsa Financial Planners Provider Name Locked
when we did as he helped my Mom weather the
financial crisis by getting her 75% majority investments out of telecom.

I feel that
Tulsa Financial Planners Provider Name Locked
keeps an eye out for the little man as my Mom didn't
have a large investment, but he had no qualms working with us.
Tulsa Financial Planners Provider Name Locked
has
always been very responsive to my questions, and trust me, I had
questions when the markets were crumbling down around everyone. To
this day, if my Mom has a question, I shoot
Tulsa Financial Planners Provider Name Locked
an email, and he
responds with an answer that my Mom can understand.

Tulsa Financial Planners Provider Name Locked
made my job going forward as my Mom's Power of Attorney and Executor
of her Estate a piece of cake, literally. I would highly recommend
Tulsa Financial Planners Provider Name Locked

as your financial planner.
- Michele B.
A

Rating
Explained financial situation in detail and how it can be done better. Got a deal from Angie's list. Very professional and personalized.
- caroline A.
A

Rating
Tulsa Financial Planners Provider Name Locked
is an excellent Financial Planner. She is experienced, honest, and has knowledge that spreads over a wide spectrum of investment options. Her approach is low pressure. Her goal is simply to help move a person's financial picture in a positive direction. My own results since working with
Tulsa Financial Planners Provider Name Locked
are beyond my expectations. If you have a financial planner now, take the time to meet with
Tulsa Financial Planners Provider Name Locked
to get a second opinion. If you do not currently have a financial planner, call her and have her review your financial picture.
- Cyndee S.
A

Rating
After getting to know us as a person,
Tulsa Financial Planners Provider Name Locked
then reviewed our current financial status and asked us questions to help him determine the best way to move forward towards our financial goals.
The options that he presented were very clearly explained, enough that we, complete financial neophytes, didn't have a hard time understanding them in order to make a decision on said options.
We are ready to take those first steps, and once we've made some progress with them we will definitely be back for a follow-up.
It is also worth mentioning that we were reluctant to use a financial planner, concerned that they would only have their own interests in mind, preferring to do everything ourselves. Not only does
Tulsa Financial Planners Provider Name Locked
genuinely seems to truly make it easy for us to reach our objectives, he brings a point of view (backed by his studies and experience) that we simply couldn't get from our own research.
We will definitely be back for an updated analysis once our financial situation changes.
- Edgar R.
N

Rating
My wife & I don't have the time, experience or expertise to plan & watch-over our financial investments. So,
Tulsa Financial Planners Provider Name Locked
has been our financial advisor for about 8 years. He initially laid out an investment strategy that met our near & long term needs. Since then he constantly watches, suggests & modifies this strategy to keep pace with the ever changing
Tulsa Financial Planners Provider Name Locked
. Since day one, he's been very professional in our dealings & is always responsive to any questions or concerns we may have. I'd highly recommend
Tulsa Financial Planners Provider Name Locked
to anyone looking for financial investment guidance.
- Richard 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

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

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

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

6528 E 101ST ST
Tulsa

EDWARD JONES

7112 S MINGO RD
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

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

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

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