Financial Advising in Tulsa, OK
15 locations found near Tulsa
View Map9:00 AM - 4:30 PM
4200 E Skelly Dr, Tulsa
Financial Advising
Financial Advising
“As a small business owner, I highly recommend Core Group. Back in 2010, when my business had grown to the point of needing (a lot) of professional help with taxes, payroll, and other business-related items that tended to give me headaches, we interviewed several CPA firms here in Tulsa that specialized in small businesses. Core Group pretty much blew everyone else out of the water, and we've been very satisfied customers ever since. Our amazing Relationship Manager, Jeremy Doorn, has always been very responsive to our questions and needs, and has given great advice, not only from a business tax standpoint, but also a personal tax perspective. Over the years, they helped my business grow, and in turn, I've been honored to watch them grow as well. If you need a CPA firm that is profit-oriented, business-centric, and on fire for helping their clients, Core is your answer. In my opinion, they are the best small-business CPA firm on the planet.”
8:30AM - 5PM
5424 S Memorial Dr Building E, Tulsa
Financial Advising
“We’ve been with Melia Group for five years and the biggest benefit is peace of mind. Their approach to building wealth is to focus on income producing investments instead of gambling in the stock market. Everyone in the office is accessible and responsive. They make sure they are familiar with our specific situation, lifestyle and needs so they can tailor an investment profile around those needs and desires. I shudder to think what our retirement would look like today had we not found the Melia Advisory Group.”
Financial Advising
“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!”
Financial Advising
“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.”
Financial Advising
“Was referred to them by good friend, great first meeting with them with lots of information and impressive with the knowledge that was shared about my accounts and tax codes. Not pushy at all- will highly recommend them to others.”
Financial Advising
“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.”
Financial Advising
“I have used Charles Schwab for a long time now. Whenever I need something, they are always there to help on the phone or in person. They care about your privacy and safety, overall great care!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
8AM - 5PM
7147 S Yale Ave, Tulsa
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.”