Expertise.com
2024

Last updated:

Best Financial Advisors in Broken Arrow

Our Recommended Top 5

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Broken Arrow Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

29

Reviewed

19

Curated

5

Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logo
FEATUREDExpertise.com

SmartAdvisor by SmartAsset

Broken Arrow, OK
  • Estate Planning
  • Financial Planning
  • Investment Management
  • Retirement Planning

Why choose this provider?

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
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Price: Free Consultation

Broken Arrow, OK

Why choose this provider?

Need help contacting a Financial Advisor in Broken Arrow? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
4775 E 91st Street South Suite 200, Tulsa, OK 74137
  • Estate Planning
  • Wealth Management

Why choose this provider?

DP Financial & Tax is a practice that serves the residents of Broken Arrow and the surrounding areas. It helps clients reach their full financial potential by providing them with plans that reduce volatility and maximize profitability. In addition, it equips them with business structure and strategies and guides them through the establishment of estate and insurance plans. Working closely with clients, the firm also assists with concerns that relate to bookkeeping, financial statements, tax preparation, and wealth accumulation and protection.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
4.8
Google
4.8 / 5 (34)
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
121 West Commercial Street, Broken Arrow, OK 74012
  • Certified Financial Planner (CFP)
  • Financial Planning

Why choose this provider?

Step By Step Financial, LLC, serves clients throughout Broken Arrow and the surrounding areas. It provides financial planning services following the seven-step financial planning process from the CFP Board of Standards. It works with clients in identifying their values and goals and provides them with financial recommendations and customized financial planning strategies. It also assists with investment strategies and tax planning and preparation. Kevin Jacobs, CFP of the company, focuses his services on assisting married couples who are in various stages of retirement.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0
Google
5.0 / 5 (14)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6140 South 104 East Avenue, Tulsa, Ok 74133
  • Finance Planning
  • Financial Planning

Why choose this provider?

Union Financial Advisors, LLC, serves individuals and families in Broken Arrow. The financial planning firm creates personalized financial plans and provides counsel for investments, taxes, estates, retirement, and insurance. Its financial professionals help clients streamline their finances and identify and achieve their financial goals. The firm's approach also includes monitoring the clients' progress and adjusting financial strategies as their life changes. Founding member Steve Henderson is a Certified Financial Planner, certified public accountant, Certified Kingdom Advisor, and Personal Financial Specialist.

Reputation:

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.
5.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Frequently Asked Questions

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • Are Broken Arrow bank savings accounts safe?

    Traditional bank savings accounts in Broken Arrow are insured by the Federal Deposit Insurance Corporation for up to $250,000 per depositor and institution. The same applies to a certificate of deposit, which is offered by banks, credit unions, and thrift institutions. Both bank savings accounts and certificates of deposit provide modest but fixed returns.

  • Who in Broken Arrow can open a 529 plan?

    Those in Broken Arrow who are of adult age and have an income can open a 529 plan, which is a tax-advantaged savings plan that helps cover the educational expenses of college, K-12, and apprenticeships. These expenses include tuition, room and board, computers or other technology-related equipment, and books. It also helps cover up to $10,000 in repayment of student loans.

  • What are the maximum Social Security benefits in Broken Arrow?

    As of 2023, the maximum Social Security benefit that retirees in Broken Arrow can receive is $4,555 per month, which is significantly higher than the national average of $1,827. This might be possible for those earning the maximum taxable income for over three decades prior to retirement, which is around $160,200 for Social Security tax.

  • When can Broken Arrow retirees receive their Social Security benefits?

    Retirees in Broken Arrow may be eligible for their Social Security benefits as early as age 62 or 60 if they are a widow or widower. However, it is advised to wait until one’s full retirement age to file for benefits, as that will result in an increase of 8% per year. The full retirement age is 66 for those born between 1943 and 1954, while for those born between 1955 and 1960 or after, it is 67.

  • Should Broken Arrow retirees take out Medicare or private long-term care insurance?

    While Medicare may cover skilled nursing care under certain restrictions, it does not help with custodial care expenses for retirees in Broken Arrow. In addition, it only covers the first 20 days completely, covers all expenses but deductibles for the next 80 days, and does not cover anything after 100 days. Meanwhile, private long-term care insurance may cover all levels of care but also carries costlier premiums.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.