Roger McCloud and his team do great work! They're very conscientious and detailed, as you would…read moreexpect from their service. But that's not always the case with everyone. I fully trust Roger and his team to turn over every stone, ask all the right questions and do right by me. In addition, they're professional but friendly and welcoming.

From the owner: -Accounting -Tax Preparation…read more-Back Tax Work -Bookkeeping -Cannabis accounting -Personal & Business Services -Notary

Be careful. Maybe not so much with this location but with Fidelity investments in general. I was…read morewith them for 30 years before they froze my assets and accused me of committing a crime. I filed a complaint with: local police, FBI, FTC, State Attorney General and FINRA. What I found is we consumers have little recourse against this sort of behavior. I nearly lost my home. I was literally an hour away from losing my home. They released my assets just in time. Apparently I wasn't a criminal after all. I met with an attorney. He said the first thing he tells his client is to get out of Fidelity. He said they do this sort of thing all the time. Coincidentally I talked with a local real estate agent who said his granddad left him a small sum of money. 3 years later and Fidelity still hasn't released the funds.

Best money guy in the business. Always friendly, honest, and professional. Never too busy to answer…read morequestions or dumb the financial stuff down so I can understand it. I would definitely recommend this management firm to everyone.

From the owner: Locally owned and operated with 5 years in business, Giager Wealth Management provides a range of…read morefinancial services focused on you! Here at GWM, we focus on a personalized solution to your financial goals as well as providing the strategic guidance through that process. We offer a range of services from financial advising, investments, life insurance, and more. Give us a call today to get started! Investment Adviser Representative offering securities and advisory services through Cetera Advisor Networks LLC, member FINRA / SIPC, a broker-dealer and registered investment adviser. Cetera is under separate ownership from any other named entity.

Great people to work with. They even baked fresh cookies. They are always friendly and kind.read more

Back in late October, 2014, I reluctantly turned control of my IRA's over to Greg Melia and the…read moreMelia Advisory Group. It has subsequently been the best decision of my life. Not only has Greg exceeded my expectations financially but has become a friend as well. Greg has taken the time to explain and make sure I understand the path he has set up to meet my future plans and goals. His office staff is courteous and always available to answer questions. If you are looking for sound investment advice, look no further than Melia Advisory Group.

As a small business owner, I highly recommend Core Group. Back in 2010, when my business had grown…read moreto the point of needing (a lot) of professional help with taxes, payroll, and other business-related items that tended to give me headaches, we interviewed several CPA firms here in Tulsa that specialized in small businesses. Core Group pretty much blew everyone else out of the water, and we've been very satisfied customers ever since. Our amazing Relationship Manager, Jeremy Doorn, has always been very responsive to our questions and needs, and has given great advice, not only from a business tax standpoint, but also a personal tax perspective. Over the years, they helped my business grow, and in turn, I've been honored to watch them grow as well. If you need a CPA firm that is profit-oriented, business-centric, and on fire for helping their clients, Core is your answer. In my opinion, they are the best small-business CPA firm on the planet.

From the owner: Core Group offers tax services and planning for small business & entrepreneurs alike. We understand…read moreyour needs and want to help you grow your business. We are the go-to accountant for all creatives. Your growth & money saving guide that is helpful, responsive & friendly.

They have done my taxes for a few years until I recently moved. Larry has always been extremely…read morehelpful. Definitely make sure you get in early. They are always really friendly and email me documents I need when I misplace them (thanks!). :)