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BEST RATED TULSA, OK FINANCIAL SERVICES

3 Best Financial Services in Tulsa, OK

Expert-recommended Top 3 Financial Services in Tulsa, Oklahoma. All of our financial services actually face a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!

Credent Wealth Management - Tulsa, OK Financial Services - Portrait
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5+ YEARS IN TBR
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CREDENT WEALTH MANAGEMENT

(4.8 Score)
8801 South Yale Avenue, Suite 410,
Tulsa, OK 74137 Directions

Since 1971

Specialty:

✓ Risk Management ✓ Retirement Planning ✓ Business Planning ✓ Tax Minimization Strategies ✓ Charitable Giving ✓ Investment Management ✓ Risk Management Guidelines ✓ Multigenerational Estate Planning ✓ Investment Planning

"Credent Wealth Management 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 Credent Wealth Management. 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 Credent Wealth Management. Credent Wealth Management specializes in building high-quality, tax-efficient portfolios tailored to suit your unique needs and objectives. Because every individual requires custom solutions, their comprehensive planning provides you the custom solutions you need to optimize your finances and achieve your goals.

2026 Update: Credent Wealth Management provides you with a disciplined and objective investment approach dictated by continuous monitoring of your financial plan and helps you reach your financial goals and live a fulfilled life now and in the future."

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License CRD #16329

Contact:

(918) 492-1361

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Melia Advisory Group - Tulsa, OK Financial Services - Work Image
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Best Financial Services in Tulsa OK - Melia Advisory Group video
7+ YEARS IN TBR
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MELIA ADVISORY GROUP

(4.8 Score)
5424 South Memorial Drive, Building E,
Tulsa, OK 74145 Directions

Since 1994

Specialty:

✓ Financial Planning ✓ Estate Planning ✓ IRA Management ✓ Social Security Analysis ✓ Medicare Planning ✓ Asset Distribution Planning ✓ Strategy Implementation ✓ Benefit-timing Analysis

"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.

2026 Update: Melia Advisory Group creates a personalized strategy to support your income goals and long-term financial planning needs, so you can approach retirement with confidence."

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License CRD #145402

Price:

Annual Advisory Fee:
Upto 1.00% Of Assets Under Management
Minimum Portfolio Value $100,000

Contact:

(918) 794-9290 (918) 383-6236

Mon-Thu: 8:30am - 5pm
Fri: 8:30am - 1pm
Sat & Sun: Closed

TBR® Inspection Report:

Brenda Carol Alfaro - Tulsa, OK Financial Services - Portrait
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3+ YEARS IN TBR
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BRENDA CAROL ALFARO

(4.7 Score)
PRIMERICA 2508 East 71st Street, Unit B,
Tulsa, OK 74136 Directions

Since 2015

Specialty:

✓ Financial Planning ✓ Retirement Plans ✓ College Savings Plans ✓ Retirement Income ✓ 403(b) and 403(b) Plans ✓ IRA as Traditional and Roth ✓ Term Life Insurance and Investments

“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.”

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License CRD #6749947

Contact:

(918) 724-3827 (918) 516-8425

Call For Hours

TBR® Inspection Report:

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CREDENT WEALTH MANAGEMENT REVIEWS

called looking for financial advice in terms of potential investments for my savings. I spoke with Sid for about 20mins. Sid gave me great insight to what I need to do as far as research for myself and gave me blogs to study to become further educated on the different types of investments I can make to begin my personal jouney. His help was genuine, despite my ignorance to the world of finance. He was patient and answered all of my questions thoroughly. No money was exchanged, just knowledge and wisdom from someone further educated in this area than myself. Thank you, Sid.

Financial planning felt so overwhelming until my husband and I sat with Sid and Matt at First State Investment Advisors. They took the time to carefully explain their investment strategies and calmed our fears. We’ve been thrilled with their results and have not had a single regret in our decision to transfer our government retirement monies to them. Several of our friends and family have also found financial investment success after switching their monies to First State and we never hesitate to recommend them when the opportunity presents.

Such a fantastic group of people to work with. If you are looking for someone who is professional and knowledgeable enough to get your needs taken care of as well as compassionate and understanding of your situation then look no further.

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MELIA ADVISORY GROUP REVIEWS

I found Melia from their Sunday morning radio show. I was getting ready to retire and thought I would go hear what Greg had to say. I was impressed. Not only did he get me a nice return on my portfolio but encouraged me to get SS benefits that I was told that I didn't qualify for. I did qualify even though I had been told over and over again I didn't. So far they are making retirement very possible for me and I feel a bit more secure than having my money in the stock market. To the lady that saw her total value of her portfolio decline...... It's not the total value it's the amount of dividends/interest that you get. Down market. Sounds like time to buy to me. Glad I made the move to them.

We’ve been with Melia Group for five years and the biggest benefit is peace of mind. Their approach to building wealth is to focus on income producing investments instead of gambling in the stock market. Everyone in the office is accessible and responsive. They make sure they are familiar with our specific situation, lifestyle and needs so they can tailor an investment profile around those needs and desires. I shudder to think what our retirement would look like today had we not found the Melia Advisory Group.

We've been clients for several years. We have a steady income flow that keeps increasing because they are acquiring more shares at a lower price. Greg is great at explaining the advantages of the downturn.

BRENDA CAROL ALFARO REVIEWS

We have just recently began our financial planning journey and we have utilized Brenda to become more informed of the options out there and how to be strategic with our money. She has been great and has answered all of our questions, both big and small! Brenda is extremely flexible with meeting times/calendars and we are very appreciative of that given our busy schedules. My family highly recommends Brenda for your financial educational needs and resources.

Brenda did an amazing job with be being patient and understanding with me. She was very willing to reschedule our appointment for a later time. She is not one to just say I work 9 to 5. She will go over things multiple times, and re-explain things to make sure you have a perfect understanding.

Brenda is very knowledgeable and a tremendous help. She is a very polite and professional person as well. I really enjoy learning from her and utilizing her services.

TBR® Inspection Score Report

CREDENT WEALTH MANAGEMENT Total Inspection Points: 116/120
Current Evaluation: 8
Business Images: 9
Responsiveness: 9
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Review Analysis: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

MELIA ADVISORY GROUP Total Inspection Points: 114/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Business Images: 10
License: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Standard: 10

TBR® Inspection Score Report

BRENDA CAROL ALFARO Total Inspection Points: 113/120
Acknowledgments: 8
Complete Info: 8
Current Evaluation: 8
Experience: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Online Appointment: 10
Reviews Accuracy of : 10
Website Source: 10
Website Standard: 10