Melia Advisory Group

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Tulsa, United States

meliagroup.com
Financial plannerInvestment service· Financial planner· Investment service

Melia Advisory Group Reviews | Rating 4.6 out of 5 stars (5 reviews)

Melia Advisory Group is located in Tulsa, United States on 5424 S Memorial Dr Building E. Melia Advisory Group is rated 4.6 out of 5 in the category financial plannerinvestment service in United States.

Address

5424 S Memorial Dr Building E

Phone

+1 9187949290

Amenities

Toilets

Accessibility

Wheelchair-accessible entranceWheelchair-accessible toilet

Open hours

...
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D

David Lindsey

I attended a free educational seminar on Social Security benefits conducted by the Melia Advisory Group. Greg explained several Social Security benefits that most of us in the audience were unaware of. The presentation was well organized, informative, easily comprehended and thorough. Once the presentation was complete, Greg invited each of us to schedule a complementary one hour appointment at his office to discuss any questions we might have regarding retirement or financial planning. I scheduled an appointment for the next week up my financial records and mu Social Security statement. Greg answered all of my questions and even though my appointment wasn't until 5:00 PM, Greg answered all of my questions before ending the meeting. Thank you Melia Advisory Group.

D

Dana Sommers

Great place. Received information that I need to get back to better understanding of what Social security and how I can work to meet my needs.

D

Dustin Maxwell

I'm not a client yet, but I will be. My family invests here and I will definitely be investing with them in the near future. They are so polite and friendly and have a great outlook on financial security.

B

Brian Procknow

Thanks to Melia Advisory Group we no longer have to worry about losing our retirement money in the stock market. Plus I was able to retire a year earlier then I had originally planned!

B

Bill Aston

Wonderful people and very helpful in getting our financial well being in order as well as our estate planning. The entire staff is great!