Best Financial Advisors in Bartlesville, OK

“Hood & Associates works very hard to ensure the financial success of their clients not only with tax preparation and accounting, but also financial services and proactive business coaching.”

“Things like...assessing an advisor's competence...their education and credentials...their objectivity...their integrity...their experience...their reputation. These are all important factors that take time to consider before you make a decision. That...”

“They call their approach “Retiring Right.” They ask questions, listen and use decades of experience to guide you toward the retirement you envision. They both have more than 25 years working with company retirement plans and are dedicated to helping ...”

“I had filed my taxes with Joe the previous year and he made sure I understood completely the in's and out's of my returns, even giving me tips for the upcoming fiscal year which were extremely helpful in my becoming more financially aware.”

“The plan and course of action that we agreed upon allowed me to secure my returns and retire comfortably - granted, financial advice could have gone the other way, but with good common sense support, I am pleased with what has transpired in our long ...”

“They are super people that work there an very helpful.”

“This number helps determine whether you're on track to have enough money saved by retirement age. Be sure to include contributions going to your workplace savings account [e.g., 401(k), 403(b)] or IRA or another savings account. Don't forget to inclu...”

“If your current strategy has any problem spots, we can show you how many years into retirement those issues may appear with an easy-to-understand analysis that may reveal when your income may fall below a desired level. You can then make adjustments ...”

“I've used different advisors in the past whose goal seems to be fee generation for them first and foremost.”

“The Legacy Financial Group philosophy of creating trusted relationships built on absolute integrity and placing the interest of their clients first could not be more accurate. Their passion, knowledge, and genuine interest in achieving the best resul...”

“Jay and his team have great investment opportunities and take very good care of their clients!”

“Future U Financial made sense for me because I wanted to get independent financial advice at a fair price and Future U Financial completely fit that for me.”