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Financial Planners to Avoid

154

Top Rated Financial Planners

14

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Over 1,296 reviews for
Oklahoma City 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.

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Financial Advising reviews in Oklahoma City

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
Oklahoma City 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
Oklahoma City 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
Oklahoma City 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
Oklahoma City 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
Oklahoma City 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
Oklahoma City 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.
Oklahoma City 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
Oklahoma City 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 Oklahoma City, OK

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

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 Apt 401

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

BRYAN INVESTMENTS

1600 W EDMOND RD
Edmond

CANAAN INVESTMENTS INC

10601 N PENNSYLVANIA AVE
Oklahoma City

CAPITAL WEST SECURITIES

211 N ROBINSON AVE
Oklahoma City

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 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

3201 E MEMORIAL RD
Edmond

EDWARD JONES

6656 NW 39TH EXPY
Bethany

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

224 W GRAY ST
Norman

EDWARD JONES

1932 W LINDSEY 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

7542 BERKLEY AVE
Oklahoma City

EDWARD JONES

6805 N Classen Blvd
Oklahoma City

EDWARD JONES

11330 N MAY AVE
Oklahoma City

EDWARD JONES

11959 N PENNSYLVANIA 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

11912 S MAY AVE
Oklahoma City

EDWARD JONES

11711 S WESTERN AVE
Oklahoma City

Edward Jones

14101 North May Ave

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

13320 N MACARTHUR BLVD
Oklahoma City

Financial & Retirement Solutions

3030 NW Expressway
Oklahoma City

FINANCIAL NETWORK INVESTMENT

1366 E 15TH ST
Edmond

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

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

JoAnna McCall, CPA, Certified Financial Planner

4301 NW 63rd St Suite 206
Oklahoma City

JOHANNING JOHN INC

4200 PERIMETER CENTER DR
Oklahoma City

JOHN JOHANNING

4200 PERIMETER CENTER DR 245
Oklahoma City

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

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

SPIRIT BANK

2575 Kelley Pointe Pkwy Ste 180
Edmond

STEPHENS INC

100 N BROADWAY AVE
Oklahoma City

Student Consulting Group

817 W Peachtree St

SWYDEN & SONS INVESTMENTS INC

2711 S MAY AVE
Oklahoma City

T S PHILLIPS INVESTMENTS INC

3555 NW 58TH ST
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

9800 Fredreicksburg Rd

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

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