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Financial Advisors to Avoid

164

Top Rated Financial Advisors

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Over 1,672 reviews for
Oklahoma City Financial Advisors from people just like you.

A
"It was very good. He explained the process and found are cash source we had overlooked. Plan to continue the planning process with
.

-Mike G.

A
"
has prepared our Income Taxes for over 15 years; both personal and business. Over the years he has offered us great financial advice and" has represented us when we were audited by the IRS. The number of years that we have used
to prepare our taxes is a testimony to how satisfied we are with his work. Even when we moved out of state seven years ago, we continued to use
.

-William D.

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Financial Advising reviews in Oklahoma City

A

Rating
my advisor is thoughtful about my preferences and does not leave money lying about.
my agent is in Hawaii but there is a Portland office. This is a nice broker house, a little expensive, but attentive and knowledgeable.
- S N.
F

Rating
Take your business elsewhere.
1) Escrow officer was repeatedly condescending, and actually scroffed when we told her we wanted to close on a certain date, which had been our plan for more than a month, and all parties had already agreed to.
2) She went on vacation the next day without handing our case off to someone.
3) The receptionist had to process our closing documents while the officer was on vacation. Our loan officer at a major national bank stated this was the most unresponsive company they had ever worked with. This company caused extensive extra work for our bank due to their incompetence (escrow officer complained that loan documents were sent to receptionist and they couldn't find them, even though 2 days previous the receptionist was the only one working on the documents.)
4) When the escrow officer returned from vacation, on the day we need to finalize documents, she delayed the final processing of our loan docs for several hours doing her banking, and did not provide the final down payment amount and wire information until late in the afternoon, of course well after the Fed was closed. Another person in the office scolded us and said we couldn't close the next day because we didnt get the money to them.
5) This company's lack of professionalism caused a 72 hour delay to getting our house.
- Brian M.
B

Rating
I saw the ad for
Oklahoma City Financial Advisors Provider Name Locked
on
Oklahoma City Financial Advisors Provider Name Locked
's List and then checked out their website.

I needed someone to move a couch and love seat for me on very short notice.

I filled out the form on the website and was contacted via e-mail within one or two hours. We negotiated a price and set an approximate time for the delivery the very next day.

Oklahoma City Financial Advisors Provider Name Locked
and a teammate moved my furniture from downtown to Carmel without a single
Oklahoma City Financial Advisors Provider Name Locked
or scratch. I think they underestimated the size and weight of the furniture, though, as they struggled to get both pieces up the flight of stairs to my apartment.

Both guys were extremely professional and courteous. I will definitely consider this company the next time I need anything moved.
- Susan K.
A

Rating
She reviewed all her findings with me and made sure I understood her comments. Didn't try to sell me other products such as life insurance since it was not needed. Very helpful! The fee covers any financial questions I have for the year.
- Christine K.
A

Rating
This company handles all of our finances. He is extremely professional. He offers securities and investments through ACTS financial. This gentleman is also very personable.
- Lisa L.
A

Rating
He has far exceeded my expectations and has taken care of a lot of things he didn't have to. He is attentive and always there when you need him. I did a lot of research on him and I went and spoke with him a couple of times. He made some big changes to my portfolio and was able to raise it 15%. He is as professional as they come.
- Elden S.
N

Rating
We worked via teleweb because it is difficult for me to get away from the office. He was able to show me how to perform Excel functions on his computer screen and scroll through the spreadsheet tabs during our discussion, and also display other relevant information about my portfolio from his screen. We have done other telewebs in the past - for our twice yearly check ins, and it works quite well.

I am adding the following statement because my latest contact with him is not representative of the depth, breadth and high quality of services that
Oklahoma City Financial Advisors Provider Name Locked
provides for both my mother and me (individually)l. This report about a discrete incident is not sufficient to describe the level and quality of service that he provides to his clients.

Oklahoma City Financial Advisors Provider Name Locked
is an intelligent, thoughtful and ethical professional.

Oklahoma City Financial Advisors Provider Name Locked
has been working with my mother and me for over 10 years, and we are extremely satisfied with both our interpersonal relationship and the results of his financial planning expertise and advice. He talks to us individually about our needs and goals, and develops a plan that we are comfortable with as well as enables us to achieve our' goals. In addition to the twice yearly updates, he sends special newsletters from time to time to his clients to explain how a trend in financial events might affect our investments; and a letter with each update.

He is available between visits to discuss whatever questions we may have about our investments. His office staff - Cat
Oklahoma City Financial Advisors Provider Name Locked
, is very warm and professional.

Oklahoma City Financial Advisors Provider Name Locked
goes to visit my mother for her twice yearly reviews so he can talk to her in person. She is rather elderly and doesn't hear well over the phone. I either meet with him in person when I have time; or have discussions by phone and view the information in real time via a teleweb link.

Oklahoma City Financial Advisors Provider Name Locked
has given me sound advice over the years about major financial decisions I have made that have resulted from major life events -- buying/selling property, change in marital status (marriage, death of spouse, divorce), changing jobs, buying a car, refinancing a loan, and other complex matters. I do not make any such decisions without first consulting with him to see what the effect will be on my long-term goals.
- Mamie L.
A

Rating
I am very happy with my experience with
Oklahoma City Financial Advisors Provider Name Locked
. I found the through their website, startwithgold.com and I had $1,200 I wanted to invest in silver. Everything was explained in detail and I already have the first part of my order. I'm really excted to being investing in precious metals. I don't trust the U.S. dollar and the government just keeps printing money. I feel safe having an investment in something that will never be worth zero and can go up in value a lot.
- Stephanie M.

Financial Advisors in Oklahoma City

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

2nd Chance Credit Repair

2309 Farrington Place

A G EDWARDS & SONS INC

2100 S COUNTRY CLUB RD
El Reno

A G EDWARDS & SONS INC

6303 WATERFORD BLVD
Oklahoma City

Accord Insurance

14108 NW 124th St
Yukon

AIG FINANCIAL ADVISORS

6632 NW 39TH EXPY
Bethany

AIG FINANCIAL ADVISORS

4717 S WESTERN AVE
Oklahoma City

Align Wealth Management

13921 Quail Pointe Dr
Oklahoma City

ALL ACCOUNTING & FINANCIAL

4500 S Main St Ste 101

Allegiant Group Inc

189 W Clarkston Rd

Allstate Insurance Company-Addison Gardner

7206 W Hefner Road
Oklahoma City

AMERICAN CAPITAL SECURITIES

3030 NW EXPRESSWAY
Oklahoma City

American Health Value

671 E Riverpark Ln

ARVEST ASSET MANAGEMENT

200 E MAIN ST
Norman

Avid Advertising Inc

2204 Garnet Ave Ste 201

AXA ADVISORS

4801 Gaillardia Pkwy # 202
Oklahoma City

B C Bail Bonds

1205 Rainbow Dr
Perry

BANC OF AMERICA INVESTMENT SVC

211 N ROBINSON AVE
Oklahoma City

BANC OKLAHOMA INVESTMENT CTR

3550 W MAIN ST
Norman

BANC OKLAHOMA INVESTMENT CTR

1100 GARTH BROOKS BLVD
Yukon

BANC OKLAHOMA INVESTMENT CTR

201 ROBERT S KERR AVE
Oklahoma City

BANCOKLAHOMA INVESTMENT CTR

1500 S MIDWEST BLVD
Oklahoma City

BARBARA YOUNG FOUNDATION

6301 N WESTERN AVE
Oklahoma City

BENCHMARK FINANCIAL GROUP INC

1900 NW Expy # 1200
Oklahoma City

Bertrand Financial Solutions

9909 S Pennsylvania Ave
Oklahoma City

BetaFrontier, LLC

156 W Superior St

BILJO LTD CO

1106 WHISPERING OAKS DR
Oklahoma City

BlakeHill Financial Group

909 S Meridian
Oklahoma City

Boost Credit 101

3773 E Cherry Creek N Dr

Bootes, Dr. Robert L.

5412 Wending Ct

BOSC INC

201 ROBERT S KERR AVE
Oklahoma City

Bral Niedert Private Wealth Advisors

6701 Westown Parkway, Suite 200

CANAAN INVESTMENTS INC

10601 N PENNSYLVANIA AVE
Oklahoma City

CAPITAL WEST SECURITIES

211 N ROBINSON AVE
Oklahoma City

Cardinal Advisors

117 Edinburgh South Drive Suite 280

cashtexters.net

6462 Westwood St

Catalano, Caboor & Co.

101 West 22nd Street

CENTURY ADVISORS LLC

3503 NW 63RD ST
Oklahoma City

Core Business and Financial Services

8901 Commerce Park Dr
Oklahoma City

Credit Dr

115 A East Main St

Credit Repair Oklahoma City

110 N Robinson Ave

Day Global LLC

111 Mohawk Trl

Debt Reduction Services

6213 N Cloverdale Rd #100

Debt Relief NW Inc

202 SE 181st Ave. Ste 102

Don Fitch, CPA

74-478 Highway 111 #3

DORCHESTER CAPITAL CORP

210 PARK AVE
Oklahoma City

EDWARD JONES

1016 N SANTA FE AVE
Edmond

EDWARD JONES

1007 NW 170TH ST
Edmond

EDWARD JONES

6656 NW 39TH EXPY
Bethany

EDWARD JONES

3201 E MEMORIAL RD
Edmond

EDWARD JONES

1325 S BRYANT AVE
Edmond

EDWARD JONES

1407 N BRYANT AVE
Edmond

EDWARD JONES

209 N Broadway
Edmond

EDWARD JONES

1500 W ELM ST
El Reno

EDWARD JONES

620 S Division St
Guthrie

EDWARD JONES

500 N FINANCIAL TER
Mustang

EDWARD JONES

543 E STATE HIGHWAY 152
Mustang

EDWARD JONES

1932 W LINDSEY ST
Norman

EDWARD JONES

224 W GRAY ST
Norman

EDWARD JONES

500 Merchant Dr # 100
Norman

EDWARD JONES

420 E Main St
Yukon

EDWARD JONES

420 S BROADWAY AVE
Oklahoma City

EDWARD JONES

351 N AIR DEPOT BLVD HH
Oklahoma City

EDWARD JONES

5100 N Brookline Ave Ste 615
Oklahoma City

EDWARD JONES

PO Box 1670
Choctaw

EDWARD JONES

3833 NW 63RD ST
Oklahoma City

EDWARD JONES

6805 N Classen Blvd
Oklahoma City

EDWARD JONES

7542 BERKLEY AVE
Oklahoma City

EDWARD JONES

11959 N PENNSYLVANIA AVE
Oklahoma City

EDWARD JONES

11330 N MAY AVE
Oklahoma City

EDWARD JONES

755 W Covell Rd Ste 180
Edmond

EDWARD JONES

4700 NW 23RD ST
Oklahoma City

EDWARD JONES

101 N DOUGLAS BLVD
Oklahoma City

EDWARD JONES

7101 NW EXPRESSWAY
Oklahoma City

EDWARD JONES

12460 Saint Andrews Dr Ste B
Oklahoma City

EDWARD JONES

28 SW 104TH ST
Oklahoma City

EDWARD JONES

7417 S WESTERN AVE
Oklahoma City

EDWARD JONES

PO Box 66735

EDWARD JONES

6911 NW 122ND ST
Oklahoma City

EDWARD JONES

9300 S PENNSYLVANIA AVE
Oklahoma City

EDWARD JONES

11711 S WESTERN AVE
Oklahoma City

EDWARD JONES

11912 S MAY AVE
Oklahoma City

FD, Thompson & Co.. P.L.C.

13320 N MACARTHUR BLVD
Oklahoma City

Financial & Retirement Solutions

3030 NW Expressway
Oklahoma City

FIREMARK CAPITAL

3001 DUTCH FOREST LN
Edmond

Freyman CPA, P.C.

40 Exchange Place

Guardian Advisors Group

8981 Palermo Drive

Health Benefit Consultants LLC

20275 Honeysuckle Dr.

HHH INVESTMENTS INC

1308 HOLLYHEAD TER
Yukon

HOFFMAN OIL

3037 NW 63RD ST
Oklahoma City

HR Consultants Now

9008 Shady Grove Rd
Oklahoma City

iBank

3090F Pullman St

IBC INVESTMENTS

3601 NW 63RD ST
Oklahoma City

Insurance Agent - Jim Bryan

1600 W EDMOND RD
Edmond

Investigation Hotline

550 Eglinton Ave. West

INVESTMENT CENTER

500 W UTAH AVE
Chickasha

INVESTMENT CENTERS OF AMERICA

1ST NATIONAL BANK OF M W C
Oklahoma City

INVESTMENT RESEARCH CTR

PO BOX 603
Edmond

IRS Tax Help Team

1201 S Beach Blvd

J MARK BURTON - STATE FARM INSURANCE

1472 N Mustang Rd # 100
Mustang

JOHANNING JOHN INC

4200 PERIMETER CENTER DR
Oklahoma City

JOHN JOHANNING

4200 PERIMETER CENTER DR 245
Oklahoma City

Kortright Partners Inc

7685 Hickory St

LEGACY WEALTH MANAGEMENT LLC

17520 Charter Pines Dr

LEONARD SECURITIES INC

1900 NW EXPRESSWAY ST
Oklahoma City

Lewis & Lewis Accounting Tax CPA

2400 NW 154th Street
Edmond

Lifelock

60 E Rio Salado Pkwy

Luke's Tile and Paint

7716 nw 113th pl.

Marchand & Co CPA's PC

2003 Southern Blvd SE

MID SOUTH INVESTMENTS INC

2747 ROCKY RD
Newcastle

MORGAN STANLEY

1489 E 15TH ST
Edmond

MORGAN STANLEY

210 S 4TH ST
Chickasha

MORGAN STANLEY

6305 WATERFORD BLVD
Oklahoma City

Nationwide Student Aid

333 N Oakley Ave

NATURAL REMEDIES

921 E Hwy 19
Chickasha

NORICK INVESTMENT CO

5400 N GRAND BLVD
Oklahoma City

Oklahoma City Debt Consolidation

115 North Robinson Avenue

ONYX INVESTMENT LLC

3830 N MANEY ST
Oklahoma City

OPPENHEIM-DIVISION OF BOSC INC

201 ROBERT S KERR AVE
Oklahoma City

OWNDirection

120 E 13065 S

Penney Wise Wealth Advisors

10900 Hefner Pointe Drive, Suite 302

PREMIER FINANCIAL

4401 WARRINGTON WAY
Norman

PRIMERICA FINANCIAL SVC

1330 N CLASSEN BLVD
Oklahoma City

PUNCHES

PO Box 1417

QuoteHero

5115 Douglas Fir Rd

Rainman Group

1829 Racertown Road

RAYMOND JAMES FINANCIAL SVC

405 W 2ND ST
Edmond

Rescue One Financial

Business Center Dr

SCOTTRADE

1289 E 15TH ST
Edmond

SECURITIES AMERICA INC

8005 S I 35 SERVICE RD
Oklahoma City

Sensible Financial

203 Crescent St

SMITH BARNEY

1800 N INTERSTATE DR
Norman

SMITH BARNEY

6305 Waterford Blvd Ste 240
Oklahoma City

SMITH BARNEY

6305 Waterford Blvd Ste 240
Oklahoma City

SOLID FINANCIAL INVESTMENT SVC

2808 S ESTATE DR
El Reno

Southwest Securities, Inc

4811 Gaillardia Parkway, Suite 105
Oklahoma City

SPIRIT BANK

2575 Kelley Pointe Pkwy Ste 180
Edmond

STEPHENS INC

100 N BROADWAY AVE
Oklahoma City

SWYDEN & SONS INVESTMENTS INC

2711 S MAY AVE
Oklahoma City

T S PHILLIPS INVESTMENTS INC

3401 NW 63rd St # 500
Oklahoma City

The Mutual Fund Store

1800 Interstate Drive, Suite 111
Norman

The Mutual Fund Store

3531 W. Memorial Road, Cross Rock Shops
Oklahoma City

The Norman Tax Lawyers

434 Buchanan Avenue
Norman

The Norman Tax Lawyers

434 Buchanan Avenue
Norman

The Norman Tax Lawyers

434 Buchanan Avenue
Norman

TRIPLE CREEK INVESTMENTS

4109 SE 11TH ST
Oklahoma City

United Gold Direct

2945 Townsgate Road

USAA

17200 Commerce Park Blvd

USAA Bank

PO Box 33490

VSR

2601 NW EXPRESSWAY ST
Oklahoma City

WACHOVIA SECURITIES

3540 S BOULEVARD ST
Edmond

WACHOVIA SECURITIES

211 N ROBINSON AVE
Oklahoma City

WALL STREET WAGON

12684 NE 234TH ST
Arcadia

WALLACE R GIASSON INC CPA

3308 BRUSH CREEK RD
Oklahoma City

WARRIOR CAPITAL

501 E 15TH ST
Edmond

WELLS NELSON

105 N HUDSON AVE
Oklahoma City

WILBANKS SECURITIES INC

4334 NW EXPRESSWAY ST
Oklahoma City

WILLIAM B DRISCOLL CPA

2940 N. OCONNOR RD

WOMACK INVESTMENT ADVISORS

1366 E 15TH ST
Edmond

WWI Missing & Lost Inc.

1849 Sunrise Drive

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