Tulsa, OK Financial Planner

This is one of the most awesome places to ever go and they have awesome people.

Large bones teller seems to take joy in being a rude, arrogant, NO person. This location seems to attract employees that arent happy, and dont want anyone else to be eith ... more

I am so pleased with how much my account has grown! The staff are so wonderful, kind and helpful and answer all of my questions (and I have a lot of them)! I cant recomm ... more

Rob has helped structure my retirement and insurance needs over the last decade. He was able to implement a fantastic retirement strategy. I have always received outstan ... more

I recently watched Stephanie’s PPP loan video and it was so clear and informative that I reached out to set a virtual appt with her. She is friendly, patient, informed ... more

Outstanding financial services company.

Derrick Alexander has provided nothing but excellent service throughout the entirety of our time working together. I connected with Derrick a few months ago and have been ... more

Tellers always give the attitude they have better things to do, and that helping the customer is interrupting them from it.

After today's experience of waiting past my scheduled appointment, I have considered changing banks, as Bank of America truly does not care anymore. They're the second bi ... more

Family run business, mother father and son and more there to help you plan and implement your financial future and retirement. They set up my Rath IRA and patiently expla ... more

At the age of 53, I think I'm finally figuring out my money situation, thanks to Kristin. I have a complicated situation - 3 adult children who I still support to a certa ... more

Has helped me understand my current financial situation and where I need to go!! Would recommend

Disappointing Follow-Up from Talon Wealth Management My wife and I met with Tom Alley of Talon Wealth Management on November 30th to discuss our financial position, utili ... more

.01% APY who banks there? I bank with Bank of America.

It is so cool

We began moving all our accounts from one of the largest financial institutions and investment firms in the U.S. to SFG about 6 months ago. After over two decades at the ... more

Fantastic support and easy to open an account; app works smoothly and employees are ready and happy to help! Thanks to Christian De Paz I was able to start my new banking ... more

Daran is professional and caring. He responds in a timely manner to our phone calls and emails. He has a wealth of knowledge and resources about a variety of financial is ... more

This guys amazing. He will help you forecast your finances and set you up nicely Super high integrity which is hard to find in this industry. Highly recommend

I spoke to David Gibson. I think we figured out pretty early on that I would'nt be a good candidate for Shaw's financial offerings. The guy was kind enough to still stick ... more

In todays market place. I highly recomend TAG for your financial investments if you want to keep your money and make it grow to the max.

Very caring and professional. True expert.

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 e ... more

I have been personally working with Andrew Barnes for over 2 years and cannot be more happy with the friendly service he has provided!

Went in to get a form to send to my pension plan so I could get direct deposit. Nick Vasquez was the one to help me and was fast and efficient. Been a customer for 30+ ye ... more

Hands down the best client experience I have ever had. I have been a client of Warburton for years. I have actually implemented many of their practices into my own busine ... more

Good

Hello, my wife and I opened an account in this bank of America, the experience due to the attention we received from Assael Cruz was excellent because in addition to havi ... more

Atm gives out large bills. The bank will not break them down if you dont have an account q

Daniel was great. He helped me do a wire transfer and was welcoming and friendly.

I really trust Securian Advisors. It's a firm that embodies the integrity and honesty that you need in a firm that handles one of your most precious assets in life.

Will not answer phone!!!

I wish there was an option to give lower than one star. To all Bank of America clients, don't use this branch! Terrible service, and very rude staff.

1 signed up for the promo bonus 150$ when open a new account. Did all the requirements and no bonus deposit. I ve gone in to garnett 2x and am still waiting on the bonus ... more

My brother and I have been going to Integrity Financial for over 11 years. I used to go with him and as my financial picture changed, I became a client, too. Integrity ha ... more