Stay away!!!!!! Laurie had the worst customer service I've ever experienced in my life. I was…read moreyelled at while trying to get information on a trust. When asking for a copy I was told another family had one and they could not provide it ever because their records do not go back that far. I asked if it was lost if they could provide it. She said no and hung up on me. I said I would get whatever paperwork was needed to be provided the information. She also accused me of just wanting money and yelled "you aren't even in the trust anyway". I in no way am looking for money, but helping with the financial piece since My grandmother has dementia and we are working on end of life care and I explained that I was in a very fragile state dealing with all of this and was continually yelled at and then hung up on.

We have been with Steve, his family and staff for 8 yrs and I have to say, they are the most…read moreefficient and personable people we have dealt with. Steve sat up our trust and got that whole mess put together in a nice tidy package! He or Laurie are available anytime we have an issue. Would highly recommend!!

This office in North OKC is always friendly. The staff take the time to assess client needs and…read moreprovide quality service.

I'm sorry to say, but they're in it for the money only! Walked in there today to ask one of their…read moreexperts what courses they would recommend me to take to become a sharper broker. Once the receptionist realize that there was no money in it for them... She repeatedly directed me to schwab.com and pick out a job ... Lesson learned, unless you're walking in to pay them money don't bother coming here !