Tulsa, OK Investments

Best bank I've had without a doubt

Amazing mentor and financial advisor!

Gary Stanislawski listens and provides great advice.

Kenny Giager has helped me with my retirement for years. He is always prompt to answer questions and give me guidance. He is always up to date on current issues and new i ... more

excellent service, thank you !

Larry is an honest and effective agent for Edward Jones. We have been with him for several years now. Very personal and responsible with his clients. Highly recommend.

Great guy, he really breaks things down in a way everyone can understand. Very knowledgeable and fun to talk to.

Mr. Buffington's approach in working with his clientle is impecable. He's sensitive to insuring that cilents understand the ways in which the investments he assists with ... more

Leland Nissley has been, not only a financial advisor to our family for many years, but feels like part of the family. He is knowledgeable and personable. I would recomm ... more

Cinamon is an awesome advisor! I was referred to her by a very respected mentor in my life a decade ago and we have continued to grow our futures financial security. I ca ... more

Excellent! Good discussion. More to come. I look forward to working with them

Noel Bennet is great. His knowledge and expertise set his customers up for success. He truly wants the best for each of his clients. A+

Whether it's this location or the one in Park Hill, pretty amazing, trustworthy folks!

Larry and his staff are very knowledgeable and helpful. Larry knows investing and has made me money and I am confident in his abilities and trust him with my funds

Ryan is very knowledgeable and knows his stuff!

We have trusted Jeff & his amazing staff with our family’s investments since 2015. Very satisfied with how he communicates & gets our feedback where our funds are conce ... more

Great guy, he really breaks things down in a way everyone can understand. Very knowledgeable and fun to talk to.

Excellent financial advisors. I have been extremely happy with the service and financial returns.

Outstanding group of men and women. Have a lot of respect and confidence in them.

I agree. Steve is great. He's honest and really spends whatever time is necessary explaining things and helping clients in any way he can.

Its hard for me to find Equity banks that are close to me. This is over an hour for me to go here but closer than Tulsa

They work hard for you. I like that it is a 1 stop shop. Financials, lawyer for living will, trusts, Medicare, taxes etc

This company does nothing but give you the runaround! I left my job in May 2021 and there is always a reason to postpone me withdrawing my funds! I feel like they aren’ ... more

I learned about Andrew Brooks through my nephew about 2 1/2 years ago. I moved my 401K to Primerica at that time. Andrew is very kind and helpful. Would recommend his ser ... more

They refused to cash a check at 4:50 because they had already closed the safe. This was after they changed their position about being able to notarize a title through th ... more

Tim Cramer is just a slumlord with no influence or care about his properties. He rents sheds and garages that aren't up to code to some of the most unsavory people and ig ... more

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.

Mathew came out to my shop to install the new 360 payments equipment. He was very nice and showed me how to work the equipment and answered all of my questions. I have al ... more

We have been extremely pleased with the way Carter has handled our retirement finances. We highly recommend him.

Very rude on the phone.

Couldn't get anywhere without Google

great people, excellent guidance

Jake is extremely knowledgeable and has helped us tremendously with building our retirement finances

Jasmine has a way of putting complicated financial matters in terms that my non-financial brain can actually understand. And when I forget things by our next appointment ... more

Not a bank

Thank you Sid for your help in directing me on my path to retirement! You were very informative and willing to listen to my situation.

Emmanuel is the insurance Guru! He sells quality products. If you don't have life insurance, call him. YOU NEED IT! Also does financial services. Look him up!