Sample Reviews

N

Rating
Tulsa Financial Planners Provider Name Locked
. (
Tulsa Financial Planners Provider Name Locked
) has managed, counseled and advised my wife,
Tulsa Financial Planners Provider Name Locked
and I in all facets of our
financial planning since about 10 years before my retirement in 1998, at age 62.
We retired to a lovely 55+ community in southern Arizona, and continue to utilize their guidance.

We regard their firm as trustworthy, and committed to the financial success of their clients.
NOTE: Cost of services is
Tulsa Financial Planners Provider Name Locked
based on their success in managing your portfolio.


- william B.
A

Rating
T.J. showed up on time in the morning, which is important to us. I would like to also point out, more specifically, he came TO US! We loved that personal touch and going out of his way to service his clients. Everyone else we have worked with in the past has made us come into their office. Insurance and retirement is not a terribly fun thing to discuss so we loved the fact that we get to be in the comfort of our home, T.J. comes in and caters to us and our needs, and we can be more efficient with OUR time and done quicker. We loved it. Service like when doctors used to make house calls. This is not done enough nowadays.
He was very knowledgeable about his business and our needs, clear, concise, and explained every thing in a language we could understand. We were shown multiple companies so we didn't feel like we were guided down a path that wasn't best for us.
They even helped us with retirement strategies and optimizing our retirement nest egg to better suit our needs!
Tulsa Financial Planners Provider Name Locked
was a joy to work with and for any and all retirement/Life insurance/LongTermCare insurance needs I would highly recommend.
- Doris P.
A

Rating
GREAT!
Tulsa Financial Planners Provider Name Locked
,
Tulsa Financial Planners Provider Name Locked
provided me with as much information as possible. I was exceeding happy with the visit to his office. He is a very compassionate human being. We went through all documents and I felt comfortable with his suggestions about how to proceed on my financial plan. I am highly impressed with this man and his skills.
- MELBA W.
A

Rating
It went amazing. They were professional, helpful, and truly cared about my claim being paid. I would strong recommend
Tulsa Financial Planners Provider Name Locked
to anyone who is looking for a top quality insurance broker.
- brian D.
A

Rating
Last fall (Sept. 2013) I was frantically trying to prepare an overdue report to the Court for my son's Guardianshp status. It was very complicated, and I was buried in data that I couldn't balance. Our lawyer suggested I buy
Tulsa Financial Planners Provider Name Locked
. I soon discovered it was way too difficult for me. Then I bought Quicken. It was more accessible but still hard to set up. I have multiple accounts for my son, and every time I transferred money from one account to the other, it showed up in Quicken as income rather than as a transfer. I found
Tulsa Financial Planners Provider Name Locked
(aka Dr.
Tulsa Financial Planners Provider Name Locked
) on the Internet, and in a moment of desperation, having not found anyone among friends or family who could help me, I decided to give him a try. He came to our house on a Sunday afternoon and rescued me! He stayed for about 5 hours, taught me how to use Quicken, helped me organize 18 months of financial records, and printed out the reports I needed. I was absolutely thrilled. I joked with him that I felt like Princess
Tulsa Financial Planners Provider Name Locked
saying, "Help me
Tulsa Financial Planners Provider Name Locked
Kenobi. You're my only hope!" I can't actually remember how much he charged me, but it was reasonable given the number of hours he spent. I believe he charged approximately $120.00 per hour, but he was very generous with his time.

I went for several months without using Quicken, and of course by that time had forgotten much of what he taught me. I am not very technologically savvy, and although using the accounts he had set up was easy, by March 2014, I had deleted files and could not retrieve them. I had changed bank accounts, forgotten my password and couldn't find the paper I had written it on. In other words, I had totally messed up the systems he had set up. Once again I called him, and he came out promptly. He helped me re-organize the Quicken accounts, and in addition, set up accounts for my personal taxes. He actually enjoys taking on these challenges!
Tulsa Financial Planners Provider Name Locked
is very good at what he does. He was very patient with all my questions. I recommend writing out a list of questions for him before he comes. I am once again working on the yearly account to the court, but this time it is much easier, and I am being much more successful at using the systems that are in place. I highly recommend
Tulsa Financial Planners Provider Name Locked
, and will use him again in the future if I need to.

- Dianne H.
A

Rating
Tulsa Financial Planners Provider Name Locked
8th 2014







Bottom-line,
Tulsa Financial Planners Provider Name Locked
and
Tulsa Financial Planners Provider Name Locked
made the process of restating our trust documents
Tulsa Financial Planners Provider Name Locked
and very affordable.



We originally had our trust drawn up by a prestigious law firm downtown that provided documents for a substantial sum in a nice padded binder with an audio presentation. Twelve years later I couldn’t begin to explain to you what we had signed even after receiving a two hour in person presentation with one of the principals.
Tulsa Financial Planners Provider Name Locked
made the trust mechanism easily understandable and provided the same documents for a fraction of the original cost.



Advanced
Tulsa Financial Planners Provider Name Locked
isn’t something we wake up wanting to do but my wife and I feel it is an important step in securing our future security. Working with
Tulsa Financial Planners Provider Name Locked
was a pleasure and one we recommend to anyone with a need for estate
Tulsa Financial Planners Provider Name Locked
services and the documents it requires.
- MARYANNA W.
A

Rating
Mr.
Tulsa Financial Planners Provider Name Locked
provided us with excellent professional service. He took the time to explore our claim, find the relevant paperwork, and explain the details of the situation. He went out of his way to insure that we understood what was required to solve the problem of the contested charges from the medical laboratory. He was dedicated to idea of solving this financial problem fairly for all parties. What a gentleman! The world needs more businessmen with his ethics and his class. May he live long and
Tulsa Financial Planners Provider Name Locked
.
- Linda V.
A

Rating
Doc
Tulsa Financial Planners Provider Name Locked
was delayed one week due car problems.
The next week he arrived when he said he would diagnosed and repaired the mower in about an hour.
He showed me exactly what was wrong and explained everything he had to do to get the mower working.

- Martin S.
A

Rating
From the first phone call to the appointment everything was great he was on time for the appointment and even called me during the period of us setting the appointment he always kept me informed of what was going on with my policy/account. I would recommend him to anyone who would like to sit down and be more financially independent.
- hector F.
A

Rating
My husband searched a long time for a financial adviser he could trust to manage our portfolio when he could no longer oversee it. He was afraid, since I have such a soft heart, that someone would take advantage of me.
He found that special person in
Tulsa Financial Planners Provider Name Locked
Tulsa Financial Planners Provider Name Locked
.
My husband was impressed with him when he handled our account at Fidelity. Then when he went out on his own, my husband tracked him down and engaged him to be our financial caretaker.
We have been working with
Tulsa Financial Planners Provider Name Locked
since 2003. As I am a widow for some years now, the faith my husband put in
Tulsa Financial Planners Provider Name Locked
was well-placed. The portfolio, although conservatively invested, has grown substantially.
I consider
Tulsa Financial Planners Provider Name Locked
, not only wise and
Tulsa Financial Planners Provider Name Locked
with my investments, but a good friend, concerned with my general well being also. He tells a really good joke, too!
- PEGGY B.
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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
Irvine, CA
We will help you develop a process to make sound financial decisions. we'll show you how to...

A G EDWARDS & SONS INC

4200 E SKELLY DR
Tulsa, OK

ALLEGIANCE CAPITAL CORP

6326 S SANDUSKY AVE
Tulsa, OK

Allegiant Group Inc

189 W Clarkston Rd Ste 1
Lake Orion, MI
Direct business-to-consumer agency that provides insurance information to individuals,...

Allstate Insurance Company-Addison Gardner

7206 W Hefner Road
Oklahoma City, OK
My agency provide's insurance products and other asset management tools through allstate...

Allsup Inc

300 Allsup Pl
Belleville, IL
Additional phones - (866) 502-8372, (618) 234-8434, (800) 560-1410. additional fax - (618)...

AMERICAN FEDERAL MORTGAGE CORP

1 LAUREL DR
Flanders, NJ
Although new to angie's list, american federal has been a recognized leader in the mortgage...

AMERICAN INVESTORS GROUP

3225 S NORWOOD AVE
Tulsa, OK

Ameriprise

5018 E 68th St
Tulsa, OK

AMERITRUST INVESTMENT ADVISORS INC

4506 S Harvard Ave
Tulsa, OK

AMG Legacy Planning

10100 W Sample Rd
Pompano Beach, FL
Financial and estate planning

AQ Financial and Tax Services

5921 East Admiral Place
Tulsa, OK
With over 20 years of accounting and bookkeeping experience, aq financial handles your books...

ARVEST ASSET MANAGEMENT

4825 E 36TH ST
Tulsa, OK

AXIA INVESTMENT MGMT LINE

101 E 2ND ST
Tulsa, OK

BANC OF AMERICA INVESTMENT SVC

1082 E 31ST ST
Tulsa, OK

BANC OF AMERICA INVESTMENT SVC

4880 S LEWIS AVE
Tulsa, OK

BANC OF AMERICA INVESTMENT SVC

2100 S UTICA AVE
Tulsa, OK

BANC OF AMERICA INVESTMENT SVC

7136 S YALE AVE
Tulsa, OK

BANC OF AMERICA INVESTMENT SVC

6120 S YALE AVE
Tulsa, OK

BANC OKLAHOMA INVESTMENT CTR

1 WILLIAMS CTR
Tulsa, OK

BANK OF AMERICA

15615 S DESERT FOOTHILLS PKWY
Phoenix, AZ
Dba: bank of america desert foothills branch. additional hours-drive up: mon-thu 9:00 am-5:00...

BARRY & BOYD INVESTMENT-RETIRE

4815 S HARVARD AVE
Tulsa, OK

Better Way Credit Card Processing Inc

Clarence Center, NY
Merchants that take credit cards are being charged compliance fees. there are 2 kinds....

Boost Credit 101

3773 E Cherry Creek North Dr
Denver, CO
Boost credit 101 will help you improve your credit score by up to 150 points in as little as 2...

BOSC INC

1 WILLIAMS CTR
Tulsa, OK

Brenda Watson with Pioneer Financial Group

6711 S Yale Ave
Tulsa, OK
Pioneer financial group is an independent insurance agency contracted with more then 50...

Bright Day Back Tax Lawyers

10302 E 71st St
Tulsa, OK
Our team of professionals consists of tax attorneys, enrolled agents, ex-irs agents, cpa's and...

Briscoe Burke & Grigsby LLP

4120 E 51st St
Tulsa, OK

CareOne Debt Relief Services

8930 Stanford Blvd
Columbia, MD
National provider of debt management and credit services. see website for additional...

choice Debt Consolidation

1909 South Elm Place
Broken Arrow, Ok
Buy from local dealer and get piece of mind.

Common Wealth Investment LLC

PO Box 16010
Louisville, KY
Since 1970, frank d. hollan & associates has been assisting clients with diversified business...

COMMONWEALTH CAPITAL MGMT WLNT

4425 E 31ST ST
Tulsa, OK

Core Business and Financial Services

8901 Commerce Park Dr
Oklahoma City, OK
Compliance, advisory, and wealth management services for small business

COUNTRY CLUB FINANCIAL SVC

5215 E 71ST ST
Tulsa, OK

Credit Repair Tulsa

219 S Cheyenne Ave
Tulsa, Ok
We are local authorized dealer for the company.

Daniel Parker - State Farm Insurance Agent

9524 E 81st St
Tulsa, OK
The mission of the daniel parker insurance agency is to provide our clients with a...

Disciplined Investments Llc

2222 S Utica Pl # 200
Tulsa, OK

EDWARD JONES

2541 E 6TH ST
Tulsa, OK

EDWARD JONES

5801 E 41st St Ste 800
Tulsa, OK

EDWARD JONES

1517 S HARVARD AVE
Tulsa, OK

EDWARD JONES

6528 E 101ST ST
Tulsa, OK

EDWARD JONES

5314 S Yale Ave Ste 420
Tulsa, OK

EDWARD JONES

7112 S MINGO RD
Tulsa, OK

EDWARD JONES

5327 S SHERIDAN RD
Tulsa, OK

EDWARD JONES

5801 E 41st St Ste 800
Tulsa, OK

EIDE BAILLY LLP

6226 E 101ST ST
Tulsa, OK

FIRST STUART CORP

2431 E 61ST ST
Tulsa, OK

FLINT RESOURCES CO

1625 W 21ST ST
Tulsa, OK

Forest Accounting & Bookkeeping

9322 S 74th E Avenue
Tulsa, OK
Accounting and bookkeeping

GARDNER FINANCIAL SVC

6033 S 66TH EAST AVE
Tulsa, OK

Gardner's Tax Service Inc

5618 S Mingo Rd
Tulsa, OK
Additional dba - gardner’s financial service.

GREGORY PITTS INSURANCE AGENCY, INC

3505 S 113TH WEST AVE
Sand Springs, OK
At gregory pitts insurance agency inc. we are continuously working to provide the individual...

Harps Financial Coaching

PO Box 150253
Tulsa, OK
Harps financial coaching specializes in providing financial coaching and daily money...

HEALTH BENEFIT CONSULTANTS LLC.

20275 Honeysuckle Dr.
Elkhorn, NE
Or mission is to get the most competitive rates available with all the major carriers...

HOGAN & SLOVACEK

6120 S YALE
Tulsa, OK

I H VAN HORN

4815 S SHERIDAN RD
Tulsa, OK

iBank

3090F Pullman St
Costa Mesa, CA
Ibank.com is a matching platform for small business services. these include matching people in...

INVESTEX INC

1260 E 26TH ST
Tulsa, OK

INVESTMENT CENTERS OF AMERICA

6100 E 51ST ST
Tulsa, OK

INVESTMENT NETWORK

1542 E 34TH ST
Tulsa, OK

IRS Tax Help Team

1201 S Beach Blvd
La Habra, CA
We are a tax resolution firm. all services are performed in house. staff includes cpa,...

JOHN ALLRED

10033 E 98TH PL
Tulsa, OK

Justice and Associates LLC

6655 W Sahara Ave
Las Vegas, NV
We are a small did mid-size firm we have 7 dedicated employees. we accept all forms of payment...

Life's Organizer

4808 S Elwood Ave
Tulsa, OK
I am life's organizer! organizing life to fit your needs,your wants, your circumstances, your...

LINSCO PRIVATE LEDGER

4815 S HARVARD AVE
Tulsa, OK

Lowell, Blake & Associates

141 Tremont Street
Boston, MA
Lowell, blake is an investment advisory firm helping individuals, families and non-profit...

Marchand & Co CPA's PC

2003 Southern Blvd SE
Rio Rancho, NM
Flexible appointment hours.

MARK W FRY ctp cpbc

7935 East 57th Street
Tulsa, OK

MORGAN STANLEY

2200 S Utica Pl Ste 500
Tulsa, OK

MORGAN STANLEY

2200 S Utica Pl Ste 300
Tulsa, OK

Muret CPA PLLC

3326 E 27th Pl.
Tulsa, OK
Muret cpa provides a wide range of services to individuals and businesses in a variety of...

Palouse Credit Consulting

801 Ringo Rd.
Palouse, WA
We pride ourselves in aggressive credit repair. we don't want to drag out the process. we...

PAR III INC

7711 E 111th St Ste 121
Tulsa, OK

Paul Clarke CPA PC

5800 S Lewis Ave
Tulsa, OK
Cpa with 30 years of experience providing tax, bookkeeping and all related financial services.

R A HALL INC

6333 S MEMORIAL DR
Tulsa, OK

RAYMOND JAMES FINANCIAL SVC

1831 E 71ST ST
Tulsa, OK

ROYAL ALLIANCE ASSOC INC

3314 E 51ST ST
Tulsa, OK

S P Johnson Group

293 Mulberry St
Buffalo, NY
Sp johnson group operates as an independent insurance producer with licenses in several states...

SageOak Financial, LLC

7633 E. 63rd Place, Suite 300
Tulsa, OK
Sageoak financial, llc is a financial planning and wealth management firm headquartered in...

SANDERS MORRIS HARRIS

2431 E 61ST ST
Tulsa, OK

SECURITIES AMERICA INC

6033 S 66TH EAST AVE
Tulsa, OK

SMITH BARNEY

2100 S UTICA AVE
Tulsa, OK

SMITH BARNEY

2200 S Utica Pl Ste 300
Tulsa, OK

Southern Trust Financial Services LLC

3450 Founders Club Drive
Sarasota, FL
Https://myadvisorvideos.com/southern-trust/

SOUTHWEST BENEFIT INC

7633 E 63RD PL
Tulsa, OK

SWS FINANCIAL SVC

406 S BOULDER AVE
Tulsa, OK

Tax Teks Inc

3202 S Memorial Dr
Tulsa, OK
Additional dba - 360directories llc, 360tulsa.com.

TRUST CO OF OKLAHOMA

6120 S YALE AVE
Tulsa, OK

Tulsa Debt Consolidation

20 East Brady Street
Tulsa, Ok
Buy from local dealer and get piece of mind.

United Gold Direct

2945 Townsgate Road
Westlake Village, CA
Gold-backed, ira retirement investments from united gold direct. as a national leader in...

USAA

9800 Fredreicksburg Rd
San Antonio, TX
In 1922, when 25 army officers met in san antonio, texas, and decided to insure each other's...

WACHOVIA SECURITIES

6120 S YALE AVE
Tulsa, OK

WACHOVIA SECURITIES

2431 E 61ST ST
Tulsa, OK

WALNUT STREET SECURITIES

8234 S 100TH EAST PL
Tulsa, OK

WELLS NELSON & ASSOC

401 S BOSTON AVE
Tulsa, OK

WILBANKS SECURITIES INC

5200 S YALE AVE
Tulsa, OK

WILLIAM C LANGDON & CO

2526 E 71ST ST
Tulsa, OK

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