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8:30AM - 1PM
5424 S Memorial Dr Building E, Tulsa
Financial Advising
“We've had our taxes done by this firm for several years now.... and the gentleman who worked on our tax preparation, was very knowledgeable, pleasant, and efficient. We've gone to other sources/resources over the years before coming to them, and this is by far the best in getting everything taken care of correctly and professionally.”
“Stanfield and O'Dell made a large donation to the Jenks Robotics Team helping to insure the future growth and success of our students. Not only do they have an excellent business reputation, they support their local schools! THANK YOU FROM TEAM 31!”
“I can attest to the family-owned and caring team behind the scenes and in the forefront at Summit. With the ability to provide plans and products independently, not beholden to any one company, Summit Financial Group assists clients, both individual and corporate, in meeting their goals and needs.”
“Hands down the best client experience I have ever had. I have been a client of Warburton for years. I have actually implemented many of their practices into my own business. The attention to detail, responsiveness and white glove service are best of class. Jonathan and his team will take great care of you. I recommend scheduling an introduction meeting. They are advisors, not sales people. No pressure, laid back, but serious about protecting your future.”
“Trust Company of Oklahoma has always been very attentive to our needs for our 401(k) plan. If we ever have any issues they are quick to resolve it and our employees love all of the investment options. We like it because of the fantastic service.”
“We've been working with Fidelity for years, and we've been very happy with the way they've stewarded our investments. Their customer service is also second to none.”
“I attempted to setup my account online and messed it up. I stopped by the Tulsa office and was immediately greeted and helped by Wyatt and Cade. Cade had my paper work completed in thirty minutes. I had a few issues tied to my initial attempt to setup my login, but Cade handled all the calls with their back office team and just contacted me when everything was good. I appreciate their service!”
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“I have been with this group several years after being referred to them by a great friend who has also been with them several years. I feel secure with my investments in their hands, and I have been able to successfully retire without concerns.”