3 Best Financial Services in Tulsa, OK

“First State Investment Advisors is an independent firm in Tulsa, Oklahoma. Sid Shupack is the President and Chairman of the Board of the group. He graduated from the University of Oklahoma with a Bachelor of Business Administration and studied postgraduate law at the University of Tulsa. He started his career in 1959 as a broker with Walston & Co. He worked as an investment research analyst with A.G. The team is a local, independent investment advisor with over 50 years of history in Tulsa. Their primary focus as an investment advisor is investing in the highest quality large-cap stocks in the world in a personalized, tax-efficient manner to grow their clients' portfolios while carefully managing risk. Their goal is to help you reach your goals in life and finances. Their clients range from young entrepreneurs beginning their journey to active retirees enjoying the rewards of a lifetime of work. In all cases, they help individuals and families manage money for every aspiration at every stage of life.

UNIQUE FACTS:
• Free Consultation.”

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“Melia Advisory Group is one of the leading financial firms in Tulsa, OK. Greg Melia is the president of the firm. The team understands the value of every dollar and how hard people have worked to earn it. With a thorough understanding of historical financial cycles, they are prepared to properly equip individuals with investments that provide income, protect assets, and give them peace of mind no matter the market cycle. Their advisory team is dedicated to helping their clients make informed, confident decisions about financial planning and investing. Their goal is to help them be as tax-efficient as possible while providing more than enough income to live on throughout their retirement. They are all about helping them find non-common stock market options to keep producing income for them to live on throughout retirement. Contact them for a free consultation.

UNIQUE FACTS:
• Online Consultation.”

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“Brenda Carol Alfaro is a licensed financial representative at Primerica. She became a Primerica Financial Representative because she wanted to help her neighbors, the residents of Tulsa, and the surrounding communities with their financial and life goals through a personalized investment strategy. Her highest priority is to create value and peace of mind for her clients. Whether you are interested in financial services, investment services, or term life insurance, she can help you find the financial solutions that meet your needs. She prides herself on providing excellent customer service to everyone who enters her office. She strives to treat each customer how she would want to be treated – with respect and integrity. She welcomes Tulsa residents to call or visit her office to see how she can help them achieve their financial goals and dreams.”

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