Tulsa, OK

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Tulsa, OK
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Best Financial Advisors in Tulsa, OK

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Tulsa area.

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First State Investment Advisors | Tulsa Financial Advisors

First State Investment Advisors | Tulsa Financial Advisors

(50)
Asset Management, Trust & Estate Management, Wealth Management
“Thank you very much for your advice, As a current Mathematics student, I received great guidance for those that want to enter in the field of Accounting and Financial analysis.”
In Business Since 2001
8801 S Yale Ave #410, Tulsa, OK
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Oath - Tulsa Estate Planning & Investment Attorneys

Oath - Tulsa Estate Planning & Investment Attorneys

(49)
  • Job
  • Trust
  • Meeting
“We began this process by attending a free workshop last month in which we learned the importance of having a trust and the various options and steps involved in assuring that our assets are distributed according to our wishes after our deaths.”
Accepts Debit, Check, All Major Credit Cards
1214 E 33rd St, Tulsa, OK
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Sullivan & Associates

Sullivan & Associates

(2)
Services For Individuals, Industries, Services For Quickbooks
“I've worked with them for many years, always helpful never had any issues.”
In Business Since 1979
Free Initial Consultation
Offers Financing Options
Licensed, BBB Rating: A+
3530 E 31st St B, Tulsa, OK
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Regent Financial Services

Regent Financial Services

(3)
Who We Serve, Advisory Services
“We visited the Regent Financial Services office in Tulsa last week to learn about their day to day.”
In Business Since 2006
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
7134 S Yale Ave suite 700, Tulsa, OK
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The Legacy Financial Group

The Legacy Financial Group

Customized Financial Plan, Estate Planning and Wealth Transfer, Education Planning
“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...”
In Business Since 2006
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1425 E 41st Pl Suite 100, Tulsa, OK
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Utica Capital Management

Utica Capital Management

(3)
Wealth Preservation Strategies, Business Services, Life Insurance
“Jay Henderson and the team at Utica Capital not only take the time to get to know you but then go above and beyond to meet your needs.”
In Business Since 2003
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
2100 S Utica Ave # 300, Tulsa, OK
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Daran Tucker

Daran Tucker

(1)
Life Insurance, Alternative Investments, Financial Planning
“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.”
In Business Since 1989
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
2250 E 73rd St Suite 650, Tulsa, OK
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Burkholder Wealth Management

Burkholder Wealth Management

(20)
  • Questions
  • Team
  • Sound
“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.”
In Business Since 2019
5014 E 101st St #200, Tulsa, OK
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Watkins & Associates Financial Services

Watkins & Associates Financial Services

(4)
Business Services, Tax Services, Quickbooks Services
“Everything you need to meet the services that you need EXCELLENT, PROFESSIONAL, GOOD VALUE AND GREAT RESPONSE TIME!”
In Business Since 2016
Family Business
Transparent Fees & Pricing
Free Initial Consultation
1419 S Utica Ave, Tulsa, OK
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Phil G. Ward, CPA

Phil G. Ward, CPA

(2)
Business Services, Tax Services, Quickbooks Services
“These guys have MAD SKILLS when it comes to taxes!”
In Business Since 2000
Free Initial Consultation
Transparent Fees & Pricing
Offers Financing Options
2522 E 71st St, Tulsa, OK
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Future U Financial

Future U Financial

(13)
  • Fees
  • Educated
  • Market
“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.”
In Business Since 2019
Transparent Fees & Pricing
110 S Hartford Ave Suite 100, Tulsa, OK
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Lohrey & Associates

Lohrey & Associates

Individual Tax, Real Estate Tax, Business Tax
“Since 1988, Lohrey & Associates PLLC has offered tax and accounting services to individuals, families, and businesses throughout the Tulsa, OK area. Our locally-owned firm can assist you with everything from filing your annual taxes to taking care of...”
In Business Since 1992
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
1924 S Utica Ave Ste 900, Tulsa, OK
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Herplanning - Kristin Afelumo

Herplanning - Kristin Afelumo

(9)
Financial Planning, Divorce Services, Employer Sponsored Plans
“I have a complicated situation - 3 adult children who I still support to a certain extent, a granddaughter who I'm raising, a 2nd marriage to the same man I married the first time, and I own a consulting business.”
In Business Since 2020
Licensed
1207 S Lewis Ave Suite C-213, Tulsa, OK 74104
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Inspire Financial Group

Inspire Financial Group

(12)
  • Strategy
  • Insurance
  • Team
“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.”
In Business Since 2017
4200 E Skelly Dr # 530, Tulsa, OK
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Bamboo Financial Partners

Bamboo Financial Partners

(11)
  • Felt
  • Goals
“Bamboo Financial Partners, and Jasmine Ball in particular, give the level of financial support that is appropriate for you and your style of financial dealings.”
In Business Since 2021
3306 Charles Page Blvd Suite 256, Tulsa, OK
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Shaw Financial Services

Shaw Financial Services

(1)
“I think we figured out pretty early on that I would'nt be a good candidate for Shaw's financial offerings.”
In Business Since 2007
PRO Certified
Accepts Cash
5800 E Skelly Dr # 803, Tulsa, OK
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Ken McConnell CPA

Ken McConnell CPA

(2)
Tax Planning & Preparation, Business Formation, Tax Resolution
“His accessibility, outstanding communication skills and steadfast adherence to ethical professionalism makes him an obvious choice for anyone seeking a CPA.”
In Business Since 2021
Free Initial Consultation
1861 E 15th St, Tulsa, OK
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Trust Company of Oklahoma

Trust Company of Oklahoma

(5)
Insurance Review, Investment Management, Oil & Gas Management
“It's a great buisness and the people that I have met other than the one have been quite professional and understanding.”
In Business Since 1998
6120 S Yale Ave Suite 1900, Tulsa, OK
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Elite Small Business Solutions P.C

Elite Small Business Solutions P.C

(1)
Small Business Accounting, Advisory Services, Personal Financial Planning
“Has always been helpful in filing my taxes”
In Business Since 2005
Remote Consultations Available
1433 E 6th St, Tulsa, OK
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Kelly Kirby CPA

Kelly Kirby CPA

(1)
Business Services, Tax Services, Services For Quickbooks
“We started out as personal clients and then started two businesses and he has been most helpful and patient during our years of growth.”
In Business Since 1951
Transparent Fees & Pricing
4815 S Harvard Ave #525, Tulsa, OK
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Warburton Capital Management

Warburton Capital Management

(4)
Overview, Trust Services, Evidence-Based Investing
“The attention to detail, responsiveness and white glove service are best of class.”
In Business Since 2006
6120 S Yale Ave Suite 1010, Tulsa, OK
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Sageoak Financial

Sageoak Financial

(1)
Financial Planning
“I've had the pleasure of working with several of Tyler's clients, and the collaboration between us is always seamless, and I love his philosophy, his wide knowledge and experience, and the client-centric approach he takes!”
In Business Since 2013
Transparent Fees & Pricing
6964 S 69th E Ave, Tulsa, OK
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Chestnut Street Advisors

Chestnut Street Advisors

(1)
How We Work, Your Investment Journey, Mission Statement
“His knowledge and expertise set his customers up for success.”
In Business Since 2012
Accepts All Major Credit Cards
1766, 6660 S Sheridan Rd # 260, Tulsa, OK
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Johnson Rouse & Associates, Pllp

Johnson Rouse & Associates, Pllp

(1)
Tax Services, Retirement Planning, Accounting & Bookkeeping Services
“Gary is working to resolve my situation without delay now, it's looking like they aren't a bad place to work with.”
In Business Since 2007
WJPR Certified
5416 S Yale Ave # 402, Tulsa, OK
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Retirement Planning and Investment Management Services in Tulsa, OK Cost Estimates

Minimum cost
$1237
Maximum cost
$10513
National Average
$3711
Avg Per Hour Rates
$372
$2474
$6803
Fair price range is based on 483 cost profiles
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Average Cost $3711
Minimum cost $1237
Maximum cost $10513
Avg Per Hour Rates $372

Fair range $2474 to $6803 is based on 483 cost profiles.

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