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

(30)
Asset Management, Trust & Estate Management, Wealth Management
“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.”
In Business Since 2001
8801 S Yale Ave #410, Tulsa, OK
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J M Brown Financial Partners

J M Brown Financial Partners

(13)
Elder and Long-Term Care Planning, J m Brown & Associates, Investment Planning Retirement Accumulation
“Great people, exceptional workmanships, responsive and extremely helpful”
In Business Since 1992
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
7060 S Yale Ave UNIT 701, Tulsa, OK
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Melia Advisory Group

Melia Advisory Group

(17)
  • Retirement
  • Investment
“Once the presentation was complete, Greg invited each of us to schedule a complementary one hour appointment at his office to discuss any questions we might have regarding retirement or financial planning.”
In Business Since 2014
Free Initial Consultation
5424 S Memorial Dr Building E, 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 1991
Licensed, BBB Rating: A+
Accepts All Major Credit Cards
2250 E 73rd St Suite 650, Tulsa, OK
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Oath - Tulsa Estate Planning & Investment Attorneys

Oath - Tulsa Estate Planning & Investment Attorneys

(30)
  • Job
  • Trust
  • Wishes
“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.”
In Business Since 2018
Accepts Debit, Check, All Major Credit Cards
1214 E 33rd St, Tulsa, OK
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Burkholder Wealth Management

Burkholder Wealth Management

(16)
  • Investments
  • Questions
  • 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
Remote Consultations Available
5014 E 101st St #100, 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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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
Offers Financing Options
Accepts All Major Credit Cards
Remote Consultations Available
1766, 6660 S Sheridan Rd #260, Tulsa, OK
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Inspire Financial Group

Inspire Financial Group

(12)
  • Family
  • 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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Future U Financial

Future U Financial

(8)
  • Fees
  • Price
“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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Lionhood Financial Coaching

Lionhood Financial Coaching

(1)
“Lionhood financial showed me how to budget my money and helped me find new ways to increase my income!”
In Business Since 2021
Emergency Services
6966 S Utica Ave, Tulsa, OK
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Arvest Asset Management

Arvest Asset Management

(2)
“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.”
In Business Since 1996
Transparent Fees & Pricing
4825 E 36th St, Tulsa, OK
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Joseph Hanson, JD, EA

Joseph Hanson, JD, EA

(9)
“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.”
In Business Since 2017
Accepts All Major Credit Cards
5014 E 101st St Ste. 100, 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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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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Orvis & Wadkins Financial Advisors

Orvis & Wadkins Financial Advisors

“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 ...”
In Business Since 2014
Transparent Fees & Pricing
Offers Financing Options
6666 S Sheridan Rd Ste 200, Tulsa, OK
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Trust Company of Oklahoma

Trust Company of Oklahoma

(3)
Insurance Review, Investment Management, Oil & Gas Management
“Trust Company of Oklahoma is outstanding to work with helping me understand my finances.”
In Business Since 1998
6120 S Yale Ave Suite 1900, Tulsa, OK
Featured

As we watch the COVID-19 pandemic unfold in front of us, there is much talk about “the new normal” that will emerge when we finally come out of our houses. The consensus is that we will never return to our previous normal. What will that look like for you? Perhaps we should spend some time considering how we have been impacted and how we want to live in the future.

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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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The Eagleton Brown Investment Group

The Eagleton Brown Investment Group

, GET IN Touch, Home
“Eagleton Brown Investment Group is a family based, seven-person investment team, including three CERTIFIED FINANCIAL PLANNERS™ ( Kent Brown, CFP®, Senior Financial Advisor | Mindy Brown, CFP®, Senior Registered Associate | Trey Eagleton, CFP®, CRPS®,...”
In Business Since 2021
4940 S Columbia Ave, Tulsa, OK
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Pinnacle Investment Advisors

Pinnacle Investment Advisors

“We are an independent and locally owned registered investment advisory firm in Tulsa, OK. With diverse backgrounds, our team of five has over 100 years of combined experience.”
20+ Years Experience
Free Initial Consultation
233 S Detroit Ave # 100, Tulsa, OK
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Walters & Owens, Cpa's

Walters & Owens, Cpa's

Accounting Service, Cybercabinet, Pay Your Bill
“We promise accounting, tax, payroll, and business consulting services in Tulsa, OK from a small accounting firm of dedicated professionals who make it their business to listen to your needs and provide personalized solutions f...”
In Business Since 1993
Licensed, BBB Rating: A+
5816 S 129th E Ave, 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 2005
2508 E 21st St, Tulsa, OK
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Legacy Wealth Management

Legacy Wealth Management

The Legacy Way, Products & Services, Riskalyze
“Legacy Wealth Management is committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. Your interests always come first as we strive to understand your financial situation and provide you...”
In Business Since 2017
2417 E 53rd St Suite B, 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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