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Best Financial Advisors in Broken Arrow

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Broken Arrow, OKBroken Arrow, OK

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.

Broken Arrow, OKBroken Arrow, OK

Website

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

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

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.

4775 E 91st Street South Suite 200, Tulsa, OK 74137
Tulsa, OK 74137

Website(918) 392-7879

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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.

Online Profiles:

2 (Better)

Average Review Score:

4.8 / 5 ( Best)

Total Reviews:

39 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

8801 S Yale Ave, Suite 410, Tulsa, OK 74137
Tulsa, OK 74137
  • CFA Charterholder

Founded in 1971, First State Investment Advisors is an investment firm serving Broken Arrow. It offers a range of services including asset, trust and estate, and wealth management. Its financial advisors assist clients in creating strategies to manage their wealth and achieve their financial goals. Its president, Sid Shupack, founded the firm in 1971 and had previously worked at Merrill Lynch as a broker and research analyst before starting his business.

8801 S Yale Ave, Suite 410, Tulsa, OK 74137
Tulsa, OK 74137

Website(918) 492-1361

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

117 (Best)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

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

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.

121 West Commercial Street, Broken Arrow, OK 74012
Broken Arrow, OK 74012

Website(918) 806-1030

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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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

4 (Good)

Score Consistency:

Consistent (Best)

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

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.

6140 South 104 East Avenue, Tulsa, Ok 74133
Tulsa, Ok 74133

Website(918) 627-2500

Show Number

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.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

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

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Frequently Asked Questions:

Q: Should I hire a financial advisor before buying a house?
A: While not always necessary, a financial advisor could help you decide how large of a mortgage to apply for, how much money to put down, and how to balance the purchase with other savings and investment goals.
Q: What experience should I look for in a financial advisor?
A:  If you have specific goals or a unique financial situation, look for a financial advisor with expertise in that area. For example, some financial advisors specialize in working with millennials or focus on socially responsible investing.
Q: Can my financial planner help with taxes?
A: Financial advisors aren’t necessarily accountants or tax preparers, so don’t expect them to prepare your taxes for you. However, they may be able to provide tax-related advice to help you optimize your returns and deductions. If you need an advisor who can file your taxes, look for one who is also a CPA (Certified Public Accountant).

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