-Find top-rated Service Providers

Find Top-Rated Oklahoma City Financial Planners

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

Financial Planners to Avoid

158

Top Rated Financial Planners

16

Prevent buyer's remorse with us

  • Over 3 million people trust Angie's List to help make the right choice
  • Be informed to avoid costly mistakes
  • Shop with us to ensure a fair price
  • Our complaint resolution team will help if a project goes bad
+See Verified Local Reviews

Over 1,576 reviews for
Oklahoma City Financial Planners from people just like you.

F
"Here's the timeline of actions and inaction that has
to where we find ourselves today: 9/26/14 - Contact Ohel/Duncanabout taking over" financials - explains circumstances 9/27/14 - Phone conference- Mr. Ohel indicates he will expedite financial plan to be able to make financial and investment decisions, estimates 4-6 weeks. Funds transferred will be kept in holding accounts until that is reviewed. 9/29/14 - Mr. Ohel sends forms to complete send in 9/30/14 - All completed documents and supporting account statements returned to Mr. Ohel 10/6/14 - Funds transferred from First American Bank to Ohel-
Group 10/8/14 - Mr. Ohel puts funds in insured money
account as agreed, pending review of financial plan and decision on investment direction 11/26/14 - All stocks and funds arrive at
, placed in
account as is - pending financial plan and decision on investment direction. 12/1/14 - Mr. Ohel emails to see if we would be able to review completed financial plan on 12/17 or 18. . 12/2/14 - We advise Mr. Ohel of impending surgery on 12/9 12/26/14 - Email Mr. Ohel and update him on results of surgery and pathology report and the impact it will have on hwork and on income. Ask for presentation of financial plan and investment decisions by mid January as after that will be in active treatment. Also advise Mr. Ohel that email is best way to contact us. 1/12/14 - Emails Mr. Ohel again (after no response to 12/26 email) - asking for presentation of financial plan so that investments could be made. Ask for info to transfer 401K 1/13/14 - Mr. Ohel assistant, who was cc'd on 1/12 email, responds with information on 401K transfer 1/13/14 - Mr. Ohel emails with questions needed to finalize financial plan to review prior to investment decision 1/13/14 - Respond to Mr. Ohel's questions, and gives clarification to items that are incorrect, including
's earning capacity, lack of college funding needed for graduate children, fact that condo was sold in 2013 and was not an asset. Refers Mr.Ohel to re-read email in same chain from 12/26 with additional details. 1/17/14 - Email Mr. Ohel asking for update on delivery of financial plan and status of all funds within the account. 1/20/14 - Call Mr. Ohel's office to try and contact, leaving message to please email response to recent emails asap.. 1/21/14 - Sister of client speaks to Mr. Ohel on our behalf : "He said that they are ready to move forward with your financial plan but he needs to speak to you and
first to make sure that you are both comfortable with their recommendations." 1/26/14 - Mr. Ohel emails to request time in mid-February to present plan and recommendations 1/26/14 - Respond to Mr. Ohel, indicating husband will be in treatment in mid February and asks again if plan is complete and would like to review that week. 1/26/14 - Mr. Ohel responds that he will be reviewing financial plan the following morning and after that will have a better idea of when it and investment recommendations will be ready. He asks to speak by phone that evening. 1/26/14 - Call Mr. Ohel that night per he request. Asks what is happening with money/stocks..still in holding accounts as they had been...that we do not want any stock sold until then. Mr. Ohel responds that all stock had been sold and put into their "program". Inform Mr. Ohel he did not have the approval to do so as they had not reviewed the plan yet. Establish date of February 5 @ 11:00 a.m. to review financial plan and recommendations. 1/27/14 - Stocks and funds from the Fidelity account actually sold - after Mr. Ohel was told we had not wanted that done and he had mis-stated that it already had occurred. Additionally, that entire week, the news and financial media were touting that Apple was indicating they were going to beat industry predications for fiscal Q1 2015. That report was released at 3:30 California time. The next day, Apple stock
5% and had continued its upward trend. 231 Apple shares were sold at $110.76 per share. Close on 2/6 was $118.93. Loss due to unauthorized sale: $1,887.00 2/4/14 - Receive hard copy of financial plan in preparation of call. On review, errors identified from email questions and others are still present - with investment recommendations, net worth and investment recommendations based on incorrect information. Call Mr. Ohel to question how that could happen - expresses stronglyconcern as to how much attention is being paid to their account, needs and expressed wishes. 2/5/14 - Email Mr. Ohel following up on items discussed on the phone the previous evening, posing specific questions and asking for answers before close of business. Mr. Ohel advised he was in meetings and traveling over the weekend and would get back to us next week. After Mr. Ohel does not respond, we made the following request: As we have lost 4 valuable months of investment time and investments were made without our approval or review, I ask that you do the following to make us whole: Waive any fees for your services Repurchase 231 shares of Apple stock, with the price differential from your sale to current value your financial r responsibility (approx. $2,000) Liquidate any investments you have made with cash with no fees and return cash of $150,000 to our First American Bank account Liquidate any investments you have made in my
account and return the exact amount of cash transferred (less the Apple stock value in October) with no fees charged to my Fidelity account 2/6/14 -Mr. Ohel responds that he no longer fills he is a good fit for our business. Turns account over to manager who advises that we have to pursue complaint process with
to address request which we are advised will take 6+ weeks.

-Gloria H.

F
"I contacted the company using the website/email service. They did response within two days asking me to fill out a DETAILED questionnaire which included banking," investment, and other personal information. I would have no problem doing this, but first I wanted to basic information about the company. I replied to their first email asking them what their "Fee Schedule" was. The NEVER responded ! I feel a financial service company should be open and honest UPFRONT ! My wife and I can not work with a financial service company who will not work with us the way we want and ONLY the way THEY want. If we can't trust them on this
matter how can we trust them with our money and retirement plan?

-Ronald W.

+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 Oklahoma City

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.

529 plan, contract
Financial Planning

The cost of college isn’t getting any cheaper.

Vacation home purchases skyrocketed in 2014 as more Americans looked to the mountains or beach for a get-away place to buy. (Photo by Jason Hargraves)
Real Estate Agents, Financial Planning, Accountants/Tax Consultants

Second home purchases up more than 57 percent in U.S.

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.

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 Oklahoma City

A

Rating
We recently moved to Arizona from out of state and needed our estate documents brought into compliance with Arizona law. We had inquired with an attorney's office referred by family members, and the cost was going to be around $1,500. The attorney also requested detailed information on all our investments. We thought that was overkill for what we needed.
We found
Oklahoma City Financial Planners Provider Name Locked
through Angie's List, and it seemed he was in line with exactly what we were looking for.
He responded quickly and we arranged to meet. He came to the house to meet us and explained different approaches that would save our survivors time and trouble. He then requested minimal information that was pertinent to the disbursement of our estate. About a week after we provided the information, he visited again with all documents prepared for signature.
And he provided much more than only the estate documents. He provided a binder that also included information our designees would need in the event of one of us passing - financial accounts, insurance policies, mortgages and loans, document locations, contact information, medication lists and doctors, pet information, etc. It's an executor handbook that allows us to have everything in one place.
We have everything we need at 1/5 of the price of an attorney. The whole process from first to final meeting took 2 weeks.
Oklahoma City Financial Planners Provider Name Locked
is a very nice young man, and we found him to be a pleasure to work with. What else can we say - he's terrific.
- Elaine S.
F

Rating
We went to the seminar in October 2014, and told them we would like to talk to them about using the service. We waited., and waited. OK the Holidays are busy, but they'll call. Nothing.
January we e-mailed them a couple of times and got no response. February we call and leave a message. Couple weeks later we get an e-mail from
Oklahoma City Financial Planners Provider Name Locked
saying they'll call. No call. We e-mailed back and then he called. Apologized, he had been out sick.
OK, they said they would e-mail us a package and set up an appointment for 3/9/15. The ninth rolls around and we have heard nothing. So we called and told Mr.
Oklahoma City Financial Planners Provider Name Locked
we were cancelling and why. He said he had told his assistant to send the information out, and they are a good company and that they would be fine without us.


- charles W.
N

Rating
After making an appointment he was punctual by actually being 5 minutes early. His presentation was extremely impressive with his depth of financial planning knowledge. My wife and I have already recommended him to 4 of our friends.
- Michael P.
A

Rating
Very professional and knowledgable. Understood my interests and answered questions satisfactorily. I felt secure in leaving my decisions in their capable hands. They managed to help me protect my earnings and
- Susan A.
A

Rating
What stands out is the personalization of the financial situation. Looking at our need specifically and helping us to set goals to meet our short term and long term needs. we've been using them about 3 years.
- Terri B.
F

Rating
inDarrel does a Retirement Planning radio show on a local station. I have listen to him for years. My wife and I decided it was time to work on our retirement plan and I have impressed with things
Oklahoma City Financial Planners Provider Name Locked
has said in the past. I sent an email to his website with fairly detailed financial summary of our situation. I asked him for some basic question like: (1) Do you do Trusts, (2) Do you do Wills, (3) Roughly how much would the Retirement Plan cost? I received an email asking for my telephone number so they could contact me via a phone call. I replied I "preferred" to us emails for the initial phase of the plan. I heard nothing from the person.
I then asked for
Oklahoma City Financial Planners Provider Name Locked
's private email address that only he would read. I got his email address (at least I hope it was his). I told him what happened with the first person and asked him to assist me with the initial phase using emails. I have NOT heard back from him since I sent the email to him.
I feel any Financial Planning company that will not work with the customer is no one I can trust to help us with our Retirement Planning.
I "REALLY" don't understand why they are unwilling to work with us. I will have to look for a different company now.
- Ronald W.
A

Rating
He is great. He is dependable. He is extremely knowledgeable. He has given us advice about investments that have been extremely helpful and right on target. We are in a great financial position because of his advice. He has helped us through our retirement and made sure that we’re invested properly. He is easy to work with.
- PAMELA W.
A

Rating
I've been working with
Oklahoma City Financial Planners Provider Name Locked
and have known him for over 20 years. He's done a fantastic job helping me with all aspects of my financial plan/needs. Over the years he's adjusted and added services as my needs changed. We started with
Oklahoma City Financial Planners Provider Name Locked
life insurance. Now he provides advice for my 401k,
Oklahoma City Financial Planners Provider Name Locked
's, business planning, coordinates w/ estate attorneys, accountants and much more. I would highly recommend
Oklahoma City Financial Planners Provider Name Locked
whether just starting out in your career, getting close to retirement or anywhere in between
- david G.

All Financial Planners 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

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 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

1007 NW 170TH ST
Edmond

EDWARD JONES

1016 N SANTA FE AVE
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

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

7542 BERKLEY AVE
Oklahoma City

EDWARD JONES

6805 N Classen Blvd
Oklahoma City

EDWARD JONES

3833 NW 63RD ST
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

7417 S WESTERN AVE
Oklahoma City

EDWARD JONES

28 SW 104TH ST
Oklahoma City

EDWARD JONES

6911 NW 122ND ST
Oklahoma City

EDWARD JONES

PO Box 66735

EDWARD JONES

9300 S PENNSYLVANIA AVE
Oklahoma City

EDWARD JONES

11711 S WESTERN AVE
Oklahoma City

EDWARD JONES

11912 S MAY 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

J MARK BURTON - STATE FARM INSURANCE

1472 N Mustang Rd # 100
Mustang

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

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

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

SWYDEN & SONS INVESTMENTS INC

2711 S MAY AVE
Oklahoma City

T S PHILLIPS INVESTMENTS INC

3401 NW 63rd St # 500
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

Join Angie's List to get the best local reviews in Oklahoma City.

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