3 Best Financial Services in Tulsa, OK

“First State Investment Advisors is a local, fee-only financial advisory and financial planning firm that performs its own independent research and analysis to build personalized portfolios of the highest quality stocks in the world. Sidney Shupack is the President and Chairman of First State Investment Advisors. He graduated from the University of Oklahoma with a Bachelor of Business Administration and studied postgraduate law at the University of Tulsa. He began his career in 1959 as a broker with Walston & Co., and he worked as an investment research analyst with both A.G. Edwards & Sons and Merrill Lynch prior to founding First State Financial, Inc. First State Investment Advisors specializes in building high-quality, tax-efficient portfolios tailored to suit your unique needs and objectives. Because every individual requires individualized solutions, their comprehensive planning provides you the custom solutions you need to optimize your finances and achieve your goals.”

“Melia Advisory Group is committed to helping you create a comprehensive financial plan tailored to your unique needs. They have over 50 years of combined experience and recognition in the U.S. Greg is the founder of Melia Advisory Group. Whether you're just starting your financial planning journey or are in need of a new advisor, you can count on Melia Advisory Group's experienced team for professional, educated advice. Their team is dedicated to providing prompt responses, ensuring that all queries are addressed by the next business day. They offer free consultations, available via Zoom, phone, or in person, providing flexible options to suit your convenience.”

“Brenda Carol Alfaro is a Licensed Financial Representative associated with Primerica. With over seven years of experience in the financial industry, Brenda is well-equipped to provide expert guidance. Primerica is dedicated to assisting individuals in achieving a brighter financial future by educating them on essential concepts and principles. With approximately 2.5 million client accounts, they offer tailored solutions to help families accomplish their financial objectives. Their objective is to help you meet your savings goals while delivering an exceptional client experience. As a financial services company, they cater to individuals at various stages of their financial journey, whether they are just starting out or already in retirement.”