Investing in Tulsa, OK

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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.”

3.8 Good14 Reviews

“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.”

3.6 Good17 Reviews

“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.”

5 Superb3 Reviews

“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!”

3.2 Average21 Reviews

“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!!”

2.8 Average20 Reviews

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