Financial Planners in Bartlesville

“I’ve been working with Lucas Nettles at Revo Financial for a while now, and I can’t say enough good things about him and his team. Lucas isn’t just my financial advisor; he’s a great friend who’s genuinely invested in my financial well-being. He takes the time to understand my goals and values, ensuring that my investments align with what matters most to me. The personalized service and attention to detail at Revo Financial are unmatched. If you’re looking for a trustworthy and knowledgeable financial advisor in Bartlesville, I highly recommend Lucas and the team at Revo Financial.“

“Andy is always prepared and professional when I check on with Compass Pointe. Glad I chose this company.“

“Very nice place! Investing for the long haul. Nice and humble people. Even good to just get an opinion.“

“Excellent, nice, professional. They settled my Mother and Fathers estate. I use their tax filing services.“