Laurels

Best Financial Advisors in Tulsa
2022

Why These Financial Advisors?

Our goal is to connect people with the best local experts. We scored Tulsa 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 109 73 21

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

ACT Financial Services, Inc.

  • Private Wealth Advisor

ACT Financial Services, Inc. is a Tulsa-based financial services firm founded in 1994. This team helps clients in planning for their retirement and securing their investments. It also provides lifestyle planning services to help clients balance leisure with work. Randy Cowell, Certified Financial Planner and the founder of this company, has authored the books "Inspiration and Motivation for Debt-Free Living" and "God Good – Debt Bad." He is also a Chartered Retirement Planning Counselor, as awarded by the College of Financial Planning.

4111 South Darlington Avenue
Tulsa, OK 74135

Website

Bridgecreek Investment Management, LLC

Founded in 2004 by managing partners Brian Carney and Chuck Fuller, Bridgecreek Investment Management offers boutique management services to corporations, family foundations, and high net worth families. The Tulsa-based advisors create custom-tailored investment portfolios based on a client's individual preferences, priorities, and goals and require a minimum investment of $1.5 million per household.

Tulsa, OK 74137

Website

Financial Planning Resources

  • Insurance Products
  • Retirement Planning

Since its founding in 1981, Financial Planning Resources has been serving individuals and businesses in Tulsa and the surrounding communities. Its team of financial advisors helps clients in each aspect of their financial planning services that include retirement planning, investment management, and insurance acquisition. In addition to these, they also offer estate planning strategies, review of income tax returns, and social security benefits strategies. Throughout the years, they have catered to many corporations and institutions in Oklahoma.

2250 East 73rd Street
Tulsa, OK 74136

Website

SageOak Financial

  • Estate Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)

SageOak Financial provides services to clients in Tulsa and the neighboring communities. It offers wealth management and investment management services to help clients clarify and achieve their goals. The firm also offers fiduciary financial advice, annual tax preparation, and tax-efficient strategies. Tyler A. Gray, founder and senior financial advisor of the firm, established the business in 2013. He has been in the financial services industry for more than 10 years and is the former president of the Financial Planning Association of Tulsa.

6964 South 69th East Avenue
Tulsa, OK 74133

Website

The Legacy Financial Group, Inc.

  • Retirement Planning
  • Private Wealth Advisor
  • Certified Financial Planner (CFP)
  • Tax Planning

The Legacy Financial Group, Inc., is an independent financial investment advisor that caters to individuals, 401(k) plan clients, foundations, and businesses in the Tulsa area. The company guides clients on investment management for retirement, education, taxes, estate, and other financial products and needs. It manages $300 million and also offers its clients advice on managing equities, fixed income, mutual funds, exchange-traded funds, and other similar investments. Kevin King, the founding partner, has 15 years of experience in providing financial planning advice.

2508 East 21st Street
Tulsa, OK 74114

Website

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