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Laurels

Best Financial Advisors in Broken Arrow
2022

We scored 28 Financial Advisors in Broken Arrow, OK and Picked the Top 4

Here are the Picks:

DP Financial & Tax

First State Investment Advisors

Step By Step Financial LLC

Union Financial Advisors, LLC

Why These Financial Advisors?

Our goal is to connect people with the best local experts. 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.

Reviewed Curated Top Picks 28 18 4

Our Selection Criteria:

  • 1. Availability

    Consistently approachable and responsive, so customers never feel ignored.

  • 2. Qualifications

    Building customer confidence with licensing, accreditations, and awards.

  • 3. Reputation

    A history of delighted customers and outstanding service.

  • 4. Experience

    Masters of their craft, based on years of practical experience and education.

  • 5. Professionalism

    Providing service with honesty, reliability, and respect.

Read more about our selection process

DP Financial & Tax

  • 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.

Click to Call

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

Website

(918) 392-7879 Website

Reputation:A+

More Info

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:

37 (Best)

Score Consistency:

Consistent (Best)

Professionalism: A+

More Info

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+

First State Investment Advisors

  • 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.

Click to Call

8801 S Yale Ave, Suite 410
Tulsa, OK 74137

Website

(918) 492-1361 Website

Reputation:A+

More Info

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)

Professionalism: A+

More Info

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+

Step By Step Financial LLC

  • Financial Planning
  • Certified Financial Planner (CFP)

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.

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121 West Commercial Street
Broken Arrow, OK 74012

Website

(918) 806-1030 Website

Reputation:A

More Info

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)

Union Financial Advisors, LLC

  • Financial Planning
  • Finance 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.

Click to Call

6140 South 104 East Avenue
Tulsa, Ok 74133

Website

(918) 627-2500 Website

Reputation:A

More Info

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)

Professionalism: A+

More Info

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+

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