Here’s The Deal: 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.
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3 Best Financial Services in Tulsa, OK
Expert recommended Top 3 Financial Services in Tulsa, Oklahoma. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes customer reviews, history, complaints, ratings, satisfaction, trust, cost and general excellence. You deserve only the best!
TOP 3 FIRST STATE INVESTMENT ADVISORS REVIEWS
I was looking for someone to give me financial advice and found Sid online. Sid at once made me feel comfortable and I was able to talk to him about my situation and my concerns regarding my Finances. He was so kind and knowledgeable. He explained everything in layman’s terms so I was able to understand. Going forward, I feel I am now able to make a wise decision regarding my finances. If you need financial advice or need someone to help, you understand the intricacies of investment or if you’re not happy and getting the returns you were hoping for with your investments call Sid . You won’t regret it.
I wanted to take a moment to express my heartfelt gratitude for the invaluable guidance and support Sid provided me as a 22-year-old college student who, until recently, knew very little about finances and investing. His assistance has truly set me on the path to financial savings and success, and I couldn't be more thankful. Sid's ability to break down complex financial concepts into simple, understandable terms was remarkable. He patiently explained the basics of budgeting, saving, and investing, ensuring I grasped each concept before moving on to the next. This patient and methodical approach made me feel comfortable and empowered, even when discussing topics I had previously found daunting.
A HUGE Thank you to Sid and Matt at First State Investment Advisors. Sid and Matt took the extra time to get to know me on a personal level, understand my goals and created a plan of action directly in line with my life situations. Sid and Matt together were able to brain storm strategic plans for me and my kids future. I wouldn’t think to go anywhere else. They put the person first and the rest follows. Courteous, knowledgeable, innovative! 5 stars.
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These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
Here’s The Deal: 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.
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• Online Consultation.
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Fri: 8:30am - 1pm
Sat & Sun: Closed
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TOP 3 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.
I recently inherited a large sum of money. Not wanting to get raked over the coals with taxes, I found Melia Advisory Group. The staff was so helpful. They presented me with options as well as the pros and cons of each investment. Now I am set up for my future as well as my childrens.
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The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.
![BRENDA ALFARO - PRIMERICA Tulsa Financial Services BRENDA ALFARO - PRIMERICA Tulsa Financial Services](https://threebestrated.com/images/BRENDAALFAROPRIMERICA-Tulsa-OK.jpeg)
Here’s The Deal: 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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TOP 3 BRENDA ALFARO - PRIMERICA REVIEWS
Ms Brenda is really easy to chat with. She tells you straight up in such a professional way. She can relate and has been in your same situation before. She makes it all make sense if you’ve never been taught this kind of information. She’s really Good! I’m very happy I got put with a kind , fun spirit individual as herself. Must try it out! You won’t regret it.
Brenda made me feel super comfortable and really broke everything down for me. After the conversation we had I felt way more confident in what direction I need to take for myself. And on top of that, I truly felt like she just wanted to help educate me about what options are out there to help increase my financial independence. I highly recommend meeting with her.
Brenda was absolutely amazing during the process of helping me set up my financial goals! She was extremely patient and answered every question I had. She has and still is helping me with so much! I am so thankful for her time and experience.
Help others: Click Here to send review or send us your review to reviews@threebestrated.com. Negative and positive review will be used for rating. Make a difference.
The ratings displayed on our website are derived from our own proprietary tool, incorporating a comprehensive 50-point inspection check that evaluates specific aspects of each business.
These ratings are independent and not influenced only by reviews found on any other online platforms or feedback received directly from customers.