Business Details
About
Investment Service
Melia Advisory Group provides financial advisory, estate planning, individual retirement account (IRA), medicare advisement, and social security analysis services to the Tulsa, OK area.
Location
Hours
Reviews
4.8
48 reviews
5 stars
46
4 stars0
3 stars0
2 stars0
1 star
2
- MRMike RoweOct 21, 20255.0We have been with Melia about 14 years and have been very pleased with their complete team.
- JMJennifer McAboyOct 15, 20255.0You’re in good hands with The Melia Group. Rest easy and leave the hard Stuff to them.
- JMJohn MeenaOct 4, 20255.0I recommend Melia to all my pre-retirement friends. The people are fantastic, always making sure I understand how income investment works and I'm very happy with the results. I'd give 10 stars if I could.
- RVRobyn VermillionOct 3, 20255.0Melia Group has been the best financial planning and investment firm for my husband and myself. We retired a few years ago and they helped up figure out the best options for creating wealth and keeping it. They are always there to answer questions, I don't care if you ask a dozen times they always answer with complete professionalism and honesty. I highly recommend this firm. They have become friends over the course of our financial relationship too.
- DCDon CookOct 2, 20255.0Very knowledgeable people who are not pushy but can help with all things investment, retirement, health insurance, Medicare, wills and trusts. They are a Fiduciary in every sense, looking out for your needs. I've been pleased with the service and results I have received.
Frequently Asked Questions About Melia Advisory Group
What is the best question to ask a financial advisor?
In your initial meeting, ask questions about the types of services we provide, their investment philosophy, how much they charge, do they have a fiduciary duty, what investment benchmarks are used, and what technology they use.
Are you an independent financial planner?
Yes, Melia Advisory Group is an independent financial planner.
Is Melia Advisory Group local?
Yes, Melia Advisory Group provides its elite financial advisory services to clients in Tulsa, OK and all over the world.
How much experience does Melia Advisory Group have in managing finances?
Our team has over 50 years of combined experience in managing financial resources.
How often should I meet with my financial advisor?
We advise meeting annually or as often as is required by our client's custom needs.
Do you offer a free consultation?
Definitely. We want to make sure you are comfortable and confident in our ability to manage your finances. Melia Advisory Group offers free consultations by phone, Zoom, or in person. Contact us today to get started.