Financial Planners in Tulsa

“Needed help managing my 401k I get from work. Josh spent rime helping me understand my options and offered sound advice. Now we meet quarterly and it's been really helpful.“

““

“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!“

“I have been working with Jordan for years and recommend J Taylor Wealth. Great company and family, with strong local ties to the Tulsa area. Whether you are new to investing or have a large portfolio, J Taylor has many strategies, tools, and options to help you.“

“Andrew Barnes and Co do amazing work. He made it easy to save for retirement and roll over a couple old 401ks form previous jobs. I like that they listen and are flexible and don’t try to jam you into something ultra basic or talk you out of stuff like Edward Jones does.“