Chat with us, powered by LiveChat

Best Tulsa, Oklahoma Financial Planners

Financial planning is crucial for achieving your long-term financial goals. Whether you are planning for retirement, managing investments, or seeking tax advice, finding the right financial planner can make all the difference. Tulsa, Oklahoma, is home to several highly qualified financial planners who can guide you through the complexities of financial management. In this article, we will explore the best financial planners in Tulsa, highlighting their services, qualifications, and customer reviews.

What to Look for in a Financial Planner

When searching for a financial planner, it’s important to consider several key factors. First, look for credentials such as Certified Financial Planner (CFP) certification, which indicates a high level of expertise and ethical standards. Experience is also critical; seasoned planners have encountered a wide range of financial scenarios and can offer valuable insights.

- -

Additionally, consider the fee structure. Planners may charge fees based on assets under management, hourly rates, or flat fees. Transparency in fee structure is important to avoid hidden costs. Another crucial aspect is the range of services offered. Comprehensive financial planners provide services including investment management, retirement planning, tax planning, estate planning, and risk management.

Lastly, read customer reviews to gauge the planner’s reputation. Positive testimonials and high ratings on platforms like Yelp can provide assurance of the planner’s reliability and effectiveness.

See also  How Medical Debt Can Impact Your Job Search and Employment

Top Financial Planners in Tulsa

1. Mariner Wealth Advisors

Mariner Wealth Advisors is a highly respected firm in Tulsa, offering a comprehensive range of services including investment management, retirement planning, and tax strategies. The team includes several Certified Financial Planners (CFPs) and other specialists who work together to create personalized financial plans for their clients.

Contact Information:

- -

Services:

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Wealth Management

Customer Review: “Mariner Wealth Advisors has been instrumental in helping me achieve my financial goals. Their personalized approach and attention to detail have given me peace of mind.” – Client Review

2. Legacy Financial Group

Legacy Financial Group is known for its high integrity and academic approach to financial planning. They offer a variety of services including retirement planning, estate planning, and tax advice. The team is praised for their personalized service and commitment to client success.

Contact Information:

Services:

- -
  • Financial Planning
  • Estate Planning
  • Retirement Planning
  • Tax Planning

Customer Review: “Legacy Financial Group has provided me with exceptional service and care. They have crafted a comprehensive financial plan that addresses all my needs.” – Client Review

3. Stifel Financial Advisors

Stifel offers a full array of wealth management services, from investment strategies to retirement and tax planning. Their team of advisors is dedicated to helping clients achieve their financial goals through a well-defined and customized plan.

Contact Information:

- -
See also  7 Steps to Eliminate Small Business Debt

Services:

  • Wealth Management
  • Retirement Planning
  • Investment Strategies
  • Tax Planning

Customer Review: “The team at Stifel is fantastic. They listen to my needs and provide tailored advice that has helped me grow my investments while mitigating risk.” – Client Review

4. Cadent Capital Advisors

Cadent Capital Advisors specializes in a wide variety of financial services, including cash flow management, investment management, and tax planning. Their advisors are experienced in risk management and estate planning, making them a comprehensive choice for financial planning needs.

Contact Information:

Services:

  • Financial Planning
  • Investment Management
  • Tax Planning
  • Risk Management

Customer Review: “Cadent Capital Advisors has been a great help in managing my finances. Their proactive approach and detailed planning have set me on the right path.” – Client Review

5. Regent Financial Services

Regent Financial Services offers comprehensive financial planning and investment management services. They focus on creating tailored plans that meet the unique needs of each client, from budgeting and debt management to estate planning and retirement.

Contact Information:

Services:

  • Comprehensive Financial Planning
  • Investment Management
  • Estate Planning
  • Retirement Planning

Customer Review: “Regent Financial Services has provided excellent financial advice and management. Their team is knowledgeable and always available to address my concerns.” – Client Review

6. WealthSource Partners

WealthSource Partners offers personalized financial planning and investment management services. Their advisors specialize in helping medical and healthcare professionals with retirement savings, investment strategies, and tax planning.

See also  How Medical Debt Can Lead to Social Isolation and Family Conflict

Contact Information:

Services:

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Financial Planning

Customer Review: “WealthSource Partners have been amazing in guiding my financial journey. Their expertise and personalized service have made a significant difference in my financial well-being.” – Client Review

Credentials to Look for in a Financial Planner

When choosing a financial planner, it’s essential to verify their credentials. The Certified Financial Planner (CFP) designation is a mark of excellence in the industry. CFP professionals must pass a rigorous exam, adhere to ethical standards, and complete ongoing education. Other notable designations include Chartered Financial Analyst (CFA) and Certified Investment Management Analyst (CIMA).

Experience is another critical factor. Financial planners with years of experience are likely to have encountered a wide range of financial situations and can provide more nuanced advice. Additionally, look for planners who are fiduciaries, meaning they are legally obligated to act in your best interest.

Reviewing customer testimonials and ratings on platforms like Yelp can also provide insights into a planner’s reputation and client satisfaction. Positive reviews and high ratings are indicators of a trustworthy and competent financial planner.

Conclusion

Choosing the right financial planner in Tulsa, Oklahoma, can set you on the path to achieving your financial goals. Whether you need help with retirement planning, investment management, or tax strategies, the financial planners highlighted in this article offer a range of services and have earned positive reviews from their clients. By considering their credentials, experience, and customer feedback, you can find a financial planner who meets your needs and helps you navigate the complexities of financial planning.

Get Debt Relief Today

Delancey Street is here for you

Our team is available always to help you. Regardless of whether you need advice, or just want to run a scenario by us. We take pride in the fact our team loves working with our clients - and truly cares about their financial and mental wellbeing.

"Super fast, and super courteous, Delancey Street is amazing"
Leo
$500,000 MCA Restructured Over 3 Years
"Thanks for helping me in literally 24 hours"
Jason
$250,000 SBA Loan Offer in Compromise
"Great choice for business owners who need a trustworthy partner"
Mary
$350,000 MCA Restructured Over 2 Years

In The Media

Delancey Street CEO discusses ways to reward employees
Delancey Street CEO discusses the benefits of franchising on Forbes.
Delancey Street CEO discusses management on AMEX.
Best Delaware Turnaround Management Firms

Best Delaware Turnaround Management Firms Navigating the turbulent waters of…

Best Delaware Bankruptcy Lawyers

Best Delaware Bankruptcy Lawyers When facing the daunting challenge of…

Best Delaware Financial Advisors

Best Delaware Financial Advisors Understanding the Importance of Financial Advisors…

Best Delaware Business Debt Counselors

Best Delaware Business Debt Counselors What to Look For in…

Best Connecticut Turnaround Management Firms

Best Connecticut Turnaround Management Firms Navigating through financial turmoil is…

Delancey Street simply gets it. You're talking to experts.
Steven Norris
Get Help Today

Ready To Get Started?

If you have questions, feel free to shoot us an email, or fill out our live chat.

Schedule Consultation