I highly recommend Phillip. I have been going to Phillip for several years now, ever since I lived…read morein Oklahoma, and he is the absolute best to work with. I was referred to him by my parents who had been going to him for a few years and were very happy. I met with him early on when still in college, he talked with me and gave me advice and I ended up not actually opening an account until later, and he was totally cool with it, no pressure. I am glad I went back to him, he is incredibly knowledgable, easy going and best of all super patient. I consider myself a reasonably educated person but I am almost hopelessly naive with financial matters. He always explains things thoroughly and simply, and then has that ability to dumb something down without making you feel dumb yourself. I really respect his opinion, so far after about three years of working with him we are in a better place than ever. The best part about working with Phillip is that over the years we have moved twice, but since he communicates so well via email, and now has online chat capability (that isn't a huge pain to use) we can still work with him even from across the country. Also Paula his office manager is exceptional, helpful, super nice and always friendly. Again, if you need a financial advisor, give Phillip a call.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

During this scary and stressful time, it's easy to panic about money. And as serious as money is,…read moreit's *almost* nice to panic about something other than just keeping your family alive. But having a good financial advisor can really make a difference. We've been working with Elaine Cowan at Oklahoma Capital Advisors for a while, and she is a bright light for us in an area neither of us know much about. Growing up, my family never had any investments, stocks or real estate. They were doing great just to get us all through school. My husband's family did more, but he wasn't interested in it (he lived in a yurt before I met him, you guys). So we both came in, hat in hand, feeling like we were a hot mess. Elaine is a petite little power house. She's funny, charming and whip smart. She's fun to talk to, and knows how to ask the right questions to get the info out of you. She's also very reassuring (at least on your first few visits, I'm sure she'll have to put the smack down at some point, lol). She's into helping you figure out what motivates you, what your goals are, and what all this saving is for. In helping us figure out if we should refinance our house, she helped us talk through things we hadn't even sorted out yet: we don't want to move, but we do want to pay it off by the time our kids finish high school so we can travel. It was so helpful to have someone who could talk us through that. I'm sure some of this she will be able to do online or by phone if you're looking to work on these things while we are all sequestered.

Chris is extremely easy to work with, and truly lives up to the title of "advisor" in my financial…read morejourney. Very low pressure, and he definitely cares about his clients success in investments and in life. Call him today!

Susan is honest, forthright, and exceptionally driven to help her clients grow their wealth…read more Her office is conveniently located, as well. (That's a great boon for those of us who have little free time to "take care of business" as we strive to earn money through our careers.) Heed her advice -- it's truly expert advice that you won't regret having taken. Absolutely top notch work.

From the owner: We offer a wide range of unbiased financial strategies tailored to your financial goals. Guiding…read moreyou into and through retirement. We can help make your financial dreams a reality.

Brian pays close attention to all his accounts, big and small, and has provided excellent advice…read morein different situations. We travel outside the country frequently, always comfortable in the knowledge that Brian will protect our financial well-being no matter how far we roam. His assistant Tracy seems to work well with Brian and makes us feel welcome whenever we visit the office. If only everyone paid the kind of close attention Brian and Tracy do. Couldn't recommend them highly enough.

Legacy takes good care of my investment. Easy to reach for any questions. I would recommend…read moreLegacy by Design to friends.

From the owner: Legacy By Design provides financial planning, voluntary employer benefits, tax strategist services,…read morefixed annuities, retirement planning, medicare, life insurance and free same-day consultations to Oklahoma.

This young man is a inspiration. He is kind, knowledgeable and keeps in touch with you when you…read moreneed him until your needs are addressed. His office staff are exceptional as well. He makes a point to help you look at your individual investment needs. I have been so impressed.

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.