The Best Financial Services in Tulsa

Handpicked Top 3 Financial Services in Tulsa, Oklahoma. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


7134 South Yale Avenue, Suite 700, Tulsa, OK 74136

Since 2002

Investment Planning, Wealth Management, Financial Planning, Mutual Funds, Annuities, IRA's, Money Market Accounts, Estate Planning, Social Security, Income Planning, Employee Benefits, Savings Planning, Risk Management, Legacy Planning, Stock, Insurance Options, 403B Planning, Disability Insurance, Rollovers, 401K Planning & Tax Management

They Can Show you Tax Efficient Ways to Fund a College Education - Offers Complimentary Consultation - Provides Retirement Planning, Asset management & Portfolio Management

Mon - Thu 8:30 am - 5:30 pm
Fri 8:30 am - 5:00 pm
Sat By Appointment
Sun Closed

Thank you Denise Lant, my financial planner , for your guidance and explanations of my IRA, and always remembering my birthday. Thank you Kay Williams for your terrific customer service, and attention to details when handling my money. Regent Financial Services, Inc. is lucky to have you both!
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5100 East Skelly Drive, Suite 150, Tulsa, OK 74135

Since 2012

EDWARD JONES - Financial Planning, Investment Management, Retirement Planning, 401K Planning, Saving Planning, Social Security, Risk Managment, Portfolio Management, College Planning, Stock, Bond, 529 College Savings Planning, Life Insurance, Estate Planning, Education Planning, Traditional IRA, Roth IRA's & Annuities

They Can Balance It with the Steps Necessary to Reach Your Long-Term Goals - They Can Help Ensure You Receive the Most Current & Comprehensive Guidance

Mon - Fri 8:00 am - 5:00 pm
Sat & Sun Closed


4111 South Darlington, Suite 155, Tulsa, OK 74135

Since 1973

Portfolio Management, Charitable Giving, Investment Planning, Wealth Management, Financial Planning, Mutual Funds, Annuities, IRA's, Estate Planning, Income Planning, Employee Benefits, Savings Planning, Stock, Bond, Risk Management, 403B Planning, Disability Insurance, Insurance Planning, Tax Planning, Rollovers & 401K Planning

Expertise in Asset Management - Beneficiary RMD Calculator are Available - All Aspects of their Relationship, Including What You Pay for Their Services and the Thinking Behind Their Advice

Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

I have used Charles Schwab for a long time now. Whenever I need something, they are always there to help on the phone or in person. They care about your privacy and safety, overall great care!
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