Financial Planners in Tulsa

“Nov 2021 -- Twenty plus years ago my husband and I used a family-recommended and big-name investment firm to manage our savings and IRAs. As business owners, we were extremely busy and didn't mind paying a reasonable fee for reasonable returns. Long story short, we were too busy to properly monitor the accounts and though our investments did make some money, taxes and constant stock transfers ate up a lot of the income. After selling our business and retiring, we worked to find a money management team that would do the work and keep us informed. We took the time to actually interview multiple agencies and discussed our findings with our accountant since he would be working with them.We chose Capital Advisors and have been extremely pleased with their service and profitability. We have quarterly in-person updates, often in our home, cell numbers and email addresses. The response time is phenomenal. We highly recommend this company to others searching for money managers and believe your experience will be as good as ours. Thank you.“

“Great service really explains and is not interested in Selling me stuff I shouldn't have. His advice made me a lot o money last year“

“Scott Villines is my client, but as I get to know him, his depth of knowledge in the financial world keeps on impressing me. I highly recommend him. He's down to earth, wants to see individuals succeed in their business so it's a no-brainer that his approach to his clientele can be anything less. His passion for bringing wealth to his clients is evident. In my relationship to him and the people he networks with, his skill set is an invaluable asset.“

“My wife and I attended one of Integrity Financial's retirement seminars and were impressed with their knowledge of how to navigate the retirement preparation journey so we made the decision to work with them. They strive to learn where you are in life, your vision for where you want to be financially, your risk tolerances, and then together with you, select the appropriate financial vehicles to help you through retirement. All while working with your best interests in mind. And, along the way, you just might find that you, like us, have become part of the Integrity Financial family, not just a person attached to an account! Highly recommend!“