-Find top-rated Service Providers

Find Top-Rated Tulsa Financial Planners

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

Financial Planners to Avoid

88

Top Rated Financial Planners

9

Prevent buyer's remorse with us

  • Only 9% of Tulsa Financial Planners are reliable
  • Tardiness is the #1 complaint against Tulsa Financial Planners
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 1,167 reviews for
Tulsa Financial Planners from people just like you.

A
"Mr.
reviewed all my tax forms and asked me numerous questions about my job and lifestyle in order to get me the best possible outcome. He" advised me on things that might have hurt me and what I can check up on in order to make sure I don't end up owing in the future. He was very helpful.

-Robyn W.

D
"I've been with this provider for many years but as we moved from year to year my wants or concerns seemed to conflict with what he wanted. The provider seemed" to be more interested in the fees collected off my account than acting as my advisor/fiduciary. I wanted to lower the fees I was paying to keep more of MY money for MY
/investments. At my last visit, I questioned the fees and stated I wanted to lower them by using some ETF funds which had lower expense ratios than the funds he had me invested in. He would not allow me to use some of the good performing funds & replace some of the others with ETFs. I was given 3 choices, none of which I liked. 1- leave it as it is. 2- Change to all ETFs which I did not want. 3- Pick 10 funds I wanted and he would tell me how much it would cost me to change to them. Over the weekend, my wife and I discussed his choices and his attitude of no compromise. We made a decision to look elsewhere which we did and found another advisor that would work with me on lowering the fees I was paying for funds as well as lowering the fee I was paying yearly for his services. The lowering of the yearly fee was what really set me & my wife off! All the years with this provider (that was supposed to work in my best interests) and he could have lowered this yearly fee but never did, that's what really hurt.

-robert O.

+Join 2 Million People on Angie's List

Over 2 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 2 Million People on Angie's List

Local Articles in Tulsa

Financial 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.

college blocks
Financial Planning

Saving for college is not only expensive, it can be confusing.

College planning
Financial Planning

Saving for college can be expensive. With the help of a trusted financial planner and by following these tips, parents can ease the cost of paying for college.

identity theft
Financial Planning

Hacked Social Security numbers of Anthem customers and employees may be most vulnerable to identity theft.

cancer ribbon
Cancer/Oncology, Financial Planning

Advice and support to get the treatment you need without going broke.

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

C

Rating
Not only did he do this once but a number of times...charging 3 times more than what the product was worth...$10 for a case of little tiny water bottles...where I could get cases of the larger bottles at the local
Tulsa Financial Planners Provider Name Locked
3 blocks away for about a third of what they were charging for the tiny bottles...the bottles kept showing up and I thought that they were a bonus for buying so many of their overpriced large bottles...when I called their office...I was told I had to deal with the driver...you know the idiot that dropped off product that I didn't order...I cancelled my account and will never do business with them, and also made sure my friends and business associates were aware of my personal opinion of this company.
- Ronald S.
A

Rating
Tulsa Financial Planners Provider Name Locked
is an excellent financial planner. He gives sound and well-informed advice but listens to what his client wants. I am very happy with the return on my investments. I have not added anything to my account for 3-1/2 years but have been drawing from my account for 3 years now. My account balance is larger now than it was before I started drawing against it. On a scale of 1-10, I give
Tulsa Financial Planners Provider Name Locked
a solid 10 stars.
- Kathy Y.
A

Rating
He is great. He is honest and really cares for his customers. He is not pushy at all like other advisors I have worked with in the past. He treats his elderly customers very well.
- ELOISE D.
F

Rating
They overcharged by $2079. They told me they were selling precious
Tulsa Financial Planners Provider Name Locked
made in Canada made especially for them. They charged me $45.12 a piece. They lied and told me the price of the coin was going to go up. I never received my order, and when I looked up to see if there was ever a delivery attempt and there was not. I have tried reaching out to them since, and have gotten no reply.
- Theodore C.
A

Rating
I never thought I would find myself in the situation of needing a real estate lawyer. I, like many consumers today, went immediately to the web and tried to find a good real estate lawyer. I can only thank Heaven that I found
Tulsa Financial Planners Provider Name Locked
Cherbonnier. Retiring after 43 years, part of which I spent as a contract manager, I thought myself a good negotiator. After a parent passed, I found myself heir to a property that had a reverse mortgage. I immediately let the mortgage company know of my parent's passing and was told that I would have a year to settle the debt on the property. My communication with the mortgage company was mostly verbal and although they seemed quite willing to verbalize requirements I had great difficulty getting anything in writing from the firm. Nine months into the process, I unexpectedly found myself being foreclosed on! The reverse mortgage company then started adding many thousands of dollars in unsubstantiated charges to my payoff. From my initial call, Mr Cherbonnier was respectful, attentive, and knowledgeable of appropriate actions that could be taken. He returned all my calls in a timely manner and made me feel justified in my fight to save my family's money. He actually was quite passionate about my rights and urged me to continue my fight. The fees he charged were quite reasonable, especially considering what he actually saved my family. Please do not accept being bullied by a reverse mortgage company, get yourself a good lawyer. I whole heartedly recommend Bill Cherbonnier to you. He is I listed in Gretna, but my property was in Metairie and I was calling from out of state!
- Joan S.
D

Rating
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

Rating
Tulsa Financial Planners Provider Name Locked
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.
Tulsa Financial Planners Provider Name Locked
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
Tulsa Financial Planners Provider Name Locked
to others.
- Ellen C.
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.

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

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

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

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 Planner
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