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“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.”
7:30AM - 6PM
9696 E 101st St, Tulsa
Investing
“I've had accounts here for 8 years and have always had a good experience. The staff are friendly and are quick to get you what you need. The only thing I would change is offering monthly statements on savings accounts instead of quarterly.”
8AM - 5PM
6120 S Yale Ave Suite 1900, Tulsa
Investing
“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.”
“Shout out to our financial consultant , Rick Fine at the Bentonville, AR office. Rick is so easy to talk to. Feels like someone we’ve known forever. We are very happy with how he oversees the account and keeps us informed. We have full confidence in him.”
“Very grateful to the customer service members, I called for a charge that I did not authorize and they asked me for the problem in 10 minutes!! The kindness of the guys who treated me was incredible, very respectful, patient and decisive!!Thank you so much!!”
Investing
Investing
Investing
Investing
Investing
“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.”