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“Stanfield and O'Dell made a large donation to the Jenks Robotics Team helping to insure the future growth and success of our students. Not only do they have an excellent business reputation, they support their local schools! THANK YOU FROM TEAM 31!”
“I can attest to the family-owned and caring team behind the scenes and in the forefront at Summit. With the ability to provide plans and products independently, not beholden to any one company, Summit Financial Group assists clients, both individual and corporate, in meeting their goals and needs.”
“We've been working with Fidelity for years, and we've been very happy with the way they've stewarded our investments. Their customer service is also second to none.”
“Trust Company of Oklahoma has always been very attentive to our needs for our 401(k) plan. If we ever have any issues they are quick to resolve it and our employees love all of the investment options. We like it because of the fantastic service.”
“I walked in to make a retirement account rollover deposit (paper check). The young man who helped me was pleasant, helpful, and quick to handle my transaction. This location at 21st across from Utica Square is convenient and easy to get in/out. *Based on my visit, I learned the primary function of this location is to offer Financial Planning Services.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We've had our taxes done by this firm for several years now.... and the gentleman who worked on our tax preparation, was very knowledgeable, pleasant, and efficient. We've gone to other sources/resources over the years before coming to them, and this is by far the best in getting everything taken care of correctly and professionally.”