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8:30AM - 5PM
5424 S Memorial Dr Building E, Tulsa
Investing
8:30AM - 5PM
7633 E 63rd Pl, Tulsa
Investing
“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.”
8AM - 5PM
6120 S Yale Ave Suite 1900, Tulsa
Investing
“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.”
7:30AM - 6PM
9696 E 101st St, Tulsa
Investing
“I've had accounts here for 8 years and have always had a good experience. The staff are friendly and are quick to get you what you need. The only thing I would change is offering monthly statements on savings accounts instead of quarterly.”
“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!”
“I applied for checking accounts at Wells Fargo and Chase on the same day. Wells Fargo approved me instantly, same day, with debit card and mobile app ready to go. Chase, on the other hand, denied me on the spot after requiring me to enter an ID number that flagged my state-issued non-driver ID — something I rely on due to my disability.
The difference speaks volumes. Wells Fargo didn’t turn my disability into a barrier. Their app and site accessibility are excellent, and the whole process was smooth, fast, and respectful.
I respect them so much for getting accessibility right that I plan to up the ante — not just “8 is Great,” but “9 is Fine.” Wells Fargo has earned +10,000 reputation with me, and I fully intend to expand into more of their products because they’ve shown they actually want my business.
Accessibility matters, and Wells Fargo delivered.”
Investing
Investing
Investing
Investing
“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.”