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Over 1,518 reviews for
Oklahoma City Financial Advisors from people just like you.

F
"Transaction went very well. Electronic escrow payment tool allowed me (the seller) and the buyer to exchange and inspect goods with payment held in escrow until" acceptance.
's online tool was
to use and offered great peace of mind to both parties. Will definitely use in the future with any big ticket transactions!

-WILLIAM R.

A
"Time Share transfers are costly and take time. These folks are Pros. I've used
several times to transfer multiple time shares.

-BRUCE M.

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Financial Advising reviews in Oklahoma City

N

Rating
Oklahoma City Financial Advisors Provider Name Locked
was quick to respond, answered all of my questions thoroughly and made sure I understood exactly what was happening. I've recommended
Oklahoma City Financial Advisors Provider Name Locked
to numerous other friends and family not only for business, but as a resource should they have any questions about mortgages. I absolutely trust his recommendations, and would not hesitate doing business with him again.
- Edward S.
A

Rating
My wife and I were had a dilemma. After many years of investing in a couple of health-care related stocks, we decided the time was right to sell the stock, which had grown to a considerable sum but all high-risk money, and invest in something safer that stocks or mutual funds. We knew that bank savings accounts, money
Oklahoma City Financial Advisors Provider Name Locked
accounts, and Certificates of Deposit were all safe options but were paying near zero percent interest rates.
I initially consulted some of the more well-known local area investment firms but they were painfully slow to get back to me and in essence simply wanted us to reinvest in the stock
Oklahoma City Financial Advisors Provider Name Locked
in some form and were generally most interested in large portfolio clients. Turning to Angie's List (which I should have done in the first place) I found
Oklahoma City Financial Advisors Provider Name Locked
Fox and
Oklahoma City Financial Advisors Provider Name Locked
.
Oklahoma City Financial Advisors Provider Name Locked
immediately talked with me about my situation, promptly made an appointment to visit my wife and me at our home, and came out to educate us about a safer alternative to saving for retirement income through the use of annuities.
Oklahoma City Financial Advisors Provider Name Locked
's customer service and desire to help were amazing, as he constructed a well thought out plan based on my and my wife's input and helped us invest in an annuity with a financially strong and reputable company. We could not be happier with the job
Oklahoma City Financial Advisors Provider Name Locked
did for us. Thanks to
Oklahoma City Financial Advisors Provider Name Locked
we now have a very key piece of our retirement secured and can rest easy knowing that the high risk money we once had in the stock
Oklahoma City Financial Advisors Provider Name Locked
has been reallocated to a better, safer place and earning a better rate of return than a traditional bank savings vehicle. Thanks again
Oklahoma City Financial Advisors Provider Name Locked
!
- Vincent G.
A

Rating
Oklahoma City Financial Advisors Provider Name Locked
is very knowledgeable in the area of finance and planning for future retirement. He's great at finding what plan or strategies work for each individual's circumstances. I am very satisfied with his help in this area. I highly recommend to anyone making retirement decisions, talk to
Oklahoma City Financial Advisors Provider Name Locked
first.
- Ed J.
N

Rating
It was very easy working with them. The information was very precise and to the point. I feel that everything got fixed fairly quick, which was helpful by the fact that I'm always busy. I would definitely recommend it to anyone who needs help with the IRS. They made it very easy on me. Worth the money spent.
- Javier P.
A

Rating
Oklahoma City Financial Advisors Provider Name Locked
is amazing and one of the most honest business people I have ever encountered. He spent about 45 minutes on the phone with me discussing my financial standing as I wanted to move my
Oklahoma City Financial Advisors Provider Name Locked
to another company, having fired my prior financial advisor for unresponsiveness and not being happy with the funds I am invested in. Not only did he analyze my situation, he explained that he didn't feel I needed an investment advisor....that I just need a more conservative set of funds to transfer my
Oklahoma City Financial Advisors Provider Name Locked
to and basically let it sit and accumulate in a more even fashion than my current one has done. He even suggested where I place the funds to maximize my stability at a low expense ratio. I highly recommend
Oklahoma City Financial Advisors Provider Name Locked
as, after having listened to him, he is honest, hard-working, has reasonable fees for investment advisement, and a great hands-on approach that I have to assume he would have in his advisor capacity. Fantastic experience!!
- Meryl C.
D

Rating
Two tax-exempt bonds were purchased. One of the trades was canceled, and a substitute bond was purchased. I received an e-mail showing the two trades that were made and the one that was canceled. The
Oklahoma City Financial Advisors Provider Name Locked
representative assured me that the two bonds in question had been purchased. I then received another e-mail the next day showing a third bond had been purchased, which was not correct. I tried to get the representative on the phone. All I got were voice-mails. I then called
Oklahoma City Financial Advisors Provider Name Locked
directly as the e-mail said "Please contact
Oklahoma City Financial Advisors Provider Name Locked
SERVICES, INC. if you have any questions." When I called
Oklahoma City Financial Advisors Provider Name Locked
, I was told that
Oklahoma City Financial Advisors Provider Name Locked
did not service the account in question. When I asked why I had been instructed to call
Oklahoma City Financial Advisors Provider Name Locked
, the person hung up the phone on me. When I was finally able to speak to the representative, he explained
Oklahoma City Financial Advisors Provider Name Locked
's mistake and said that it had been corrected. I like the representative and will continue to use him unless I receive more terrible customer service from
Oklahoma City Financial Advisors Provider Name Locked
. One more incident like this and I will be transferring the account.
- Preston B.
F

Rating
The Right Line Stock Report or (
Oklahoma City Financial Advisors Provider Name Locked
) fraudulently and unauthorized charged my credit card number they had on file since last year for $499.95 on 7/30/15. There was no advance notice or warning of subscription renewal of any kind. MasterCard contacted me on 7/31 letting me know a large an unauthorized charge had just been placed. I contacted
Oklahoma City Financial Advisors Provider Name Locked
the very same day 7/31/15 asking them to remove the charge as I had no intention to renew. Then I got some lame email from someone using the name of
Oklahoma City Financial Advisors Provider Name Locked
stating they would not refund the charge, but they would not charge me again in 2016.
Oklahoma City Financial Advisors Provider Name Locked
will not return phone calls or numerous emails. They
Oklahoma City Financial Advisors Provider Name Locked
’t answer their 1-800 number. They have multiple addresses and phone numbers to hide by. Not only is their stock report uninformative, outdated, and repeats the same information every report; they are trying to steal and scam from honest consumers. 2912
Oklahoma City Financial Advisors Provider Name Locked
Pack Drive

Antioch ,
Oklahoma City Financial Advisors Provider Name Locked
37013

United States Or



3 Wooded Way Round Rock, TX 78664 512-458-6046
- Jay M.
D

Rating
I had high hopes for Redfin, several agents showed my home
(though non responded to requests for feedback) which showed me they had
Oklahoma City Financial Advisors Provider Name Locked

penetration)

When my last agent and I went our separate ways (I’ve been
trying to sell my home ) I engaged redfin. I researched their site and choose
to communicate with our of their high volume agents. (at his point I needed
successes from an agent with a lot of successes behind them, rather than one that’s
still trying to create a reputation).

Anyway, in the end they choose the agent for me.
And after our 1st meeting and follow-up emails, I
was not feeling it, but more so, it seemed the agent was tied up with other
things and being out of town. I wanted
to get my house on the
Oklahoma City Financial Advisors Provider Name Locked
quickly, and it seemed Redfin was not able to accommodate
such a request as quickly as other agent/ real-estate firms.

But I like the concept, the webnsite, the idea about being performance
based (at least that’s what they advertise) . But what I didn’t like, was not
being able to pic the agent (I contacted two members of the leadership team
with this request, and they politely avoided it). However one, ‘
Oklahoma City Financial Advisors Provider Name Locked
’ took the time to make some well thought out
responses, including addressing many of my questions. Regrettably, it seems
more the heavy hitters are there to draw in clients and then they like the mom
and
Oklahoma City Financial Advisors Provider Name Locked
birds, disperse over to the chicks. L
In an attempt to work with the agent, I had written about
what I was looking for, my experiences, past offers, and the agent responded that they promised not to disappoint me. Upon
our 1st meeting they asked me to lower the price by $30k , which
would have made most offers less than my
Oklahoma City Financial Advisors Provider Name Locked
offer (that I rejected) , How is
this not going to disappoint me.
I looked at the agent’s reviews, something redfin encourages
people to do and encourages to give feedback on their agents. But what was odd,
was that many of this agents reviews (ok most of them) predated her employment
with the company. Most did not have written comments (despite 5 out of 5 stars)
, even listings that were an offer was not accepted, had 5 stars (yet still no
comments)

Buyer beware (or be cautious) , if you’re looking to attain buyer or seller
services, ask questions of the respective agent about their reviews. I did and
get no response). Shortly thereafter they indicated that maybe they were not
the best option for me. I signed with
someone else (who wasted no time to have the paperwork in front of me.
- Patrick 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!

A G EDWARDS & SONS INC

6303 WATERFORD BLVD
Oklahoma City

Accord Insurance

14108 NW 124th St
Yukon

Advanced financial concepts

4801 Gaillardia Parkway Ste 202
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

AXA ADVISORS

4801 Gaillardia Pkwy # 202
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

858 North Franklin 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

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

CENTURY ADVISORS LLC

3503 NW 63RD ST
Oklahoma City

Core Business and Financial Services

8901 Commerce Park Dr
Oklahoma City

Credit Dr

116 N Wall Ave

Credit Repair Oklahoma City

110 N Robinson Ave

David Thompson LLC

13320 N MacArthur Blvd
Oklahoma City

DORCHESTER CAPITAL CORP

210 PARK AVE
Oklahoma City

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

7542 BERKLEY AVE
Oklahoma City

EDWARD JONES

3833 NW 63RD ST
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

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

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

Financial & Retirement Solutions

3030 NW Expressway
Oklahoma City

Freyman CPA, P.C.

40 Exchange Place

HOFFMAN OIL

3037 NW 63RD ST
Oklahoma City

HR Consultants Now

9008 Shady Grove Rd
Oklahoma City

iBank

3090F Pullman St

IBC AGENCY INC

3601 NW 63RD ST
Oklahoma City

Insurance Agent - Jim Bryan

1600 W EDMOND RD
Edmond

INVESTMENT CENTERS OF AMERICA

1ST NATIONAL BANK OF M W C
Oklahoma City

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

LEONARD SECURITIES INC

1900 NW EXPRESSWAY ST
Oklahoma City

Lewis & Lewis Accounting Tax CPA

2400 NW 154th Street
Edmond

Love It Financial Solutions

8217 N. Rockwell Ave. #902
Oklahoma City

Midwest Property, LLC

127 NW 62nd St
Oklahoma City

MORGAN STANLEY

6305 WATERFORD BLVD
Oklahoma City

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

Penney Wise Wealth Advisors

10900 Hefner Pointe Drive, Suite 302

PRIMERICA FINANCIAL SVC

1330 N CLASSEN BLVD
Oklahoma City

SECURITIES AMERICA INC

8005 S I 35 SERVICE RD
Oklahoma City

SMITH BARNEY

6305 Waterford Blvd Ste 240
Oklahoma City

Southwest Securities, Inc

4811 Gaillardia Parkway, Suite 105
Oklahoma City

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

TAX BUSTERS

4717 S WESTERN AVE
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

TRIPLE CREEK INVESTMENTS

4109 SE 11TH ST
Oklahoma City

United Gold Direct

2945 Townsgate Road

USAA Bank

PO Box 33490

VSR

2601 NW EXPRESSWAY ST
Oklahoma City

WACHOVIA SECURITIES

211 N ROBINSON AVE
Oklahoma City

WALLACE R GIASSON INC CPA

3308 BRUSH CREEK RD
Oklahoma City

WELLS NELSON

105 N HUDSON AVE
Oklahoma City

WILBANKS SECURITIES INC

4334 NW EXPRESSWAY ST
Oklahoma City

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