Financial Advising in Norman, OK

12 locations found near Norman
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“Laurie was extremely friendly, knowledgeable, and provided a very detailed retirement report for us. She answered all of our questions and made us feel much more confident about our financial choices going forward. Highly recommend!!”

5 Superb6 Reviews

“Have invested with John Sigmon coming on 3 years. He has been understanding and tolerant of my conservative inclinations in investing and takes the time to go over ALL options before 'taking the plunge'. I have learned a lot from his meetings and seminars and appreciate the regular contact he has maintained. It definitely makes for less worry. I'm sticking with you, John.”

5 Superb4 Reviews

“Scott has done a fantastic job with our portfolio. He is proactive and keeps us informed of changes and opportunities that fit our plan!! His advice is always professional and he is passionate about helping in any way he can!!Thank you so much for helping us!!”

5 Superb2 Reviews

“Eide Bailly has done a great job at answering and making us feel important as well as performing the service we needed. Brian Knight is extremely knowledgeable and would highly recommend.”

3.8 Good9 Reviews

“Gary Gingrich is very knowledgeable and super helpful. We highly recommend him. We is very thorough and takes his time with you. He explains things extremely well.”

3 Average2 Reviews

“The staff is friendly and courteous. Reading some other reviews, I am shocked to see the discontent. This branch almost Always provides excellent service in appropriate time with consideration to the amount of traffic. I would gladly wait a few moments to know my finances are well preserved. Thank you for dotting the I's and crossing the T's. A shovel and hole in the back yard to guard my finances would never compare to your quality.Thank you Gregory”

2.6 Average34 Reviews

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