Oklahoma City, OK Financial Consultant

After a thorough review of my financial situation Arrow was able to suggest several useful changes, such as an umbrella policy to better protect my resources. They also ... more

Jim is a terrific advisor and takes his fiduciary responsibility very seriously. I was impressed with his knowledge and honesty, often suggesting competitor's products t ... more

this guy has helped me make money

Ive known Angela for many years. Shes great and has worked hard to achieve the additional certifications that shes acquired!

I wanted to post a shout out to your loan processors. Diana Rawdon and Heather Rich-Schumacher are the most amazing, caring people who truly wanted to help as many peopl ... more

UBS has always been an outstanding investment partner for me and my family.

Great job

Becky is amazing. She helped me buy my first house by fixing my credit. Stellar 55555 stars

Positive: Professionalism, Quality, Responsiveness

When walking to the office I felt welcome And in good hands. Lacie and Emily are complete compoten.

Nate has been so helpful setting up my familys financial plan! He gives great advice and is very knowledgeable in this field. Highly recommend!

Kent has been our financial adviser for many years and has always had our best interests his primary goal.

Everyone needs a Brian Hancock with Edward Jones looking out for you!  He takes great care of us, is knowledgeable and treats you like family.

They are very friendly there willing above and beyond

Very skilled and knowledgeable regarding finances. Taught us many ideas about protecting and growing our wealth. 100% recommend talking to John and see what he can work u ... more

Would leave 0 stars if I could. Gloria can be rude to customers while asking questions. Establishment drags their feet when youre trying to withdraw your money but Im su ... more

Very rude women never go here take your busy elsewhere

UBS has always been an outstanding investment partner for me and my family.

Long story short . Went to this place to do a bank transfer to my sister's account to get my car the Manager and one of the employees said no they didn't do those things. ... more

The Blumenthal Group provides outstanding personalized investment service. They listen to me and give solid investment advise according to my wishes and needs. I feel s ... more

This is the first time my wife and I have had the pleasure to visit with Anthony about our taxes. He is very personable, friendly and most importantly, has top shelf kno ... more

The professionals at this company really know how to make transactions beneficial to their clients!

I've known Toby for decades now. He has a great work ethic, and his integrity is beyond reproach. If you're tired of people just trying to sell you, talk to Toby or one o ... more

Very good!

I can't thank Maverick enough. He walked me through exactly what is needed in February and already worked on saving me over $125,000. He explained to me that an offer was ... more

Super easy to work with. We use them to manage our employees 401K. Its just one think that I dont worry about as a business owner. Thank you!

After a thorough review of my financial situation Arrow was able to suggest several useful changes, such as an umbrella policy to better protect my resources. They also ... more

Credit Union One has provided me with ENDLESS support! Samantha and Laura have been nothing short of amazing!!! If you need a credit union that will quickly approve, and ... more

The Vault team is fantastic. Their dedication to truly understanding my specific financial goals and developing a personalized plan gives me the peace to know that I have ... more

She is great at what she does and she Definitely knows what she is doing. I will recommend her to people I know!