Tulsa, OK Financial Consultant

Best bank I've had without a doubt

Amazing mentor and financial advisor!

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

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+

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

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

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

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.

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.

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

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

Ryan is very knowledgeable and knows his stuff!

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

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

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

great people, excellent guidance

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!

When I first got a request for a meeting I was skeptical. I met and walked through my financial current and future goals with Chad and created a plan. Now a year has pa ... more

I Love the Customer Care whether on the phone or in the bank offices. Everyone is So Friendly and Helpful

They are an exceptional tax firm with accountants specializing in a wide range of fields. I have worked with them not only on my personal taxes but a municipal audit and ... more

Joseph's knowledge in solving complex legal issues is outstanding. Thank you again Joseph for your wise counsel. I highly recommend your services.

This organization goes above and beyond any expectations for financial management. I have relied on their advice and guidance over the years and it has been wonderful to ... more

Best management Ive ever worked for, Top to bottom literally everyone is great.