First State Investment Advisors is a local financial planning firm in Tulsa, Oklahoma. Since 1971, Sidney Shupack has been the President and Chairman of the Board of First State Financial, Inc., the company he founded. As state-registered investment advisors, they conduct business only in states where they are properly registered or qualify for exemptions. Their team is dedicated to delving deep into the financial planning and discovery process alongside you, enabling you to plan with confidence, enjoy peace of mind, and cultivate your wealth. By providing personalized, tax-efficient, and value-oriented approaches to portfolio management, they serve Tulsa families and uphold their commitment to helping you plan with greater assurance, sleep soundly, and foster the growth of your wealth. In addition, they customize an investment portfolio tailored to each client's specific needs, ensuring security and instilling confidence as an investor. Feel free to reach out to them for a complimentary consultation.
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.
FIRST STATE INVESTMENT ADVISORS REVIEWS
A big thank you to Sid. He was extremely knowledgeable, patient, and compassionate. When discussing money it is difficult to remember there are humans behind those numbers. Sid expertly guided me through my options and all the while I felt heard and respected. He was genuinely committing to helping and his advice could change the way you approach management of your finances. If you are thinking about managing your money I highly recommend you reach out to Sid.
I accompanied my mother, Lenora, to meet Sid and Matt. She had previously interviewed 10 investment advisors to no avail, but when we talked with Sid and Matt, that was all it took. My mother felt comfortable turning over her investments to them. We were impressed with their straightforward method of investing. They are the ultimate in professionalism and truly enjoy what they do.
If you are reading this, and you need help making a decision on who should help you with your investments, Please call Sid as soon as you can! First of all - Sid will personally answer the phone. He and Matt are so bright, and such good people - they will just become part of your family. They make sure you are comfortable and most importantly have a sound strategy that they explain thoroughly. So glad we found them.
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Melia Advisory Group is a financial firm based in Tulsa, Oklahoma. The President of the firm is Greg Melia. With a focus on retirement savings, Melia Advisory Group is committed to assisting clients in making informed and confident decisions regarding their financial planning and investments. With over 30 years of experience in the financial services industry, their expertise lies in helping clients achieve tax efficiency while ensuring sufficient income throughout their retirement. The advisory team at Melia Advisory Group is dedicated to guiding clients through the process of financial planning and investment, empowering them to make sound decisions. Additionally, they prioritize exploring non-traditional stock market options that generate ongoing income for clients during their retirement years. You can schedule a free consultation with them to learn more about their services.
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MELIA ADVISORY GROUP REVIEWS
I attended a free educational seminar on Social Security benefits conducted by the Melia Advisory Group. Greg explained several Social Security benefits that most of us in the audience were unaware of. The presentation was well organized, informative, easily comprehended and thorough. Once the presentation was complete, Greg invited each of us to schedule a complementary one hour appointment at his office to discuss any questions we might have regarding retirement or financial planning. I scheduled an appointment for the next week up my financial records and mu Social Security statement. Greg answered all of my questions and even though my appointment wasn't until 5:00 PM, Greg answered all of my questions before ending the meeting. Thank you Melia Advisory Group.
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.
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Brenda Carol Alfaro is a Licensed Financial Representative associated with Primerica, serving the Tulsa area and its neighboring communities. With over 7 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. Furthermore, Mohamed Peer Rafeek extends his services to clients located in California, Alabama, Arkansas, Arizona, Florida, Hawaii, Maryland, Michigan, Nevada, and Texas.
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BRENDA CAROL ALFARO - PRIMERICA REVIEWS
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.
Mrs. Brenda is one amazing hard charger! She loves and very passionate about her job. I met her about 4 years ago staying in her house (air Bnb) and since then she has become a family friend helping out me, my parents and siblings get our future together for the unexpected. She’s very knowledgeable about her profession and u stomp her with a question best believe in 24 hrs you’ll have an answer. Dont be afraid to speak up come secure your and your families future.
I recently had a consultation with Brenda Alfaro. She is a financial advisor, very professional, knowledgeable, and easy to talk too. If you need or want financial advice I would highly recommend Brenda to anyone.
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