Best Financial Advisors in Broken Arrow, OK

“As a Fee-Only type of financial advisor, SBS works transparently for their clients in a manner that avoids the conflict of interests associated with receiving commissions for promoting certain products.”

“He's here to help people, I can call him 24/7 and he's always there to listen and guide me on my financial path.”

“She helped me get started in a coaching program learning to day trade which then allowed me to start trading one of their company accounts.”

“I prayed and prayed for Creator to send me someone to help me understand where I stood for retirement. And then you called out of the blue and asked how I was doing, where was my TSP, etc. It took me a moment to realize Creator sent you. I was in awe...”

“Whether you are just starting to save for your future, or are a seasoned investor, Vineyard Financial Group has the financial management experience to direct you towards reaching your objectives. We also offer financial and investment services throug...”

“The gentlemen on the phone gave me a full 1-2 year plan to get started that is feasible as well as offer to help me with any questions I have along the way.”

“As a fiduciary, Daran takes our portfolio far beyond the basic common-sense advice you can find in books, on the internet, or from cookie-cutter advisors with a one-size fits all approach.”

“He listened very carefully to my wife and me as we described our financial situation, fears, and hopes, and then set out a plan for us to put both of our daughters through college and stay financially sound.”

“His knowledge and expertise set his customers up for success.”

“I've been working with Chad and his team for almost two years now and not only are they a great team to work with, they truly care about their clients and helping them accomplish their financial goals.”

“As someone in their mid-thirties and public school educated, I've found myself at this stage of life with the resources and want to plan for retirement but woefully ill-equipped to know the best resources.”

“Never felt push to open a account that had the highest fee, he explain to me that every customer is different and have different needs.”

“My retirement grew 10% with Joseph at Burkholder Wealth Management last quarter, and I'm thankful to have gotten started investing with them pretty early in my career.”

“Has always been helpful in filing my taxes”

“Insurance products from the Principal Financial Group® are issued by Principal National Life Insurance Company (except in New York), Principal Life Insurance Company, and the companies available through the Preferred Product Network, Inc. Securities ...”

“The attention to detail, responsiveness and white glove service are best of class.”

“Trust Company of Oklahoma is outstanding to work with helping me understand my finances.”