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Align Wealth Management : Financial Planners, Wealth Retirement
13921 Quail Pointe Drive, Oklahoma City, Oklahoma 73134
About the Align Wealth Management : Financial Planners, Wealth Retirement
Align Wealth Management is a leading financial planning and wealth retirement institution located at 13921 Quail Pointe Drive in Oklahoma City, Oklahoma, United States. Our team of experienced financial planners is dedicated to helping individuals and families achieve their financial goals and secure their future. Whether you are planning for retirement, investing for the future, or looking to grow your wealth, our experts are here to provide personalized solutions tailored to your unique needs. Trust Align Wealth Management to guide you towards a secure and prosperous financial future.
Photos of Align Wealth Management : Financial Planners, Wealth Retirement
13921 Quail Pointe Dr, Oklahoma City, OK 73134, United States
Opening hours of Align Wealth Management : Financial Planners, Wealth Retirement
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Align Wealth Management : Financial Planners, Wealth Retirement
"Been with this group for 10-15 years and been well served by the same team. We've had lean and uncertain periods as well as more prosperous ones - this group holds their course and manages through it all. They manage with a steady and studied approach. They don't duck hard questions and are able to explain their reasoning. I got an unexpected "Good Morning" call recently saying they had reduced the mgmt. fee on our account - out of the clear blue sky. This was due to sound management on their part producing successful results over a period of time. Our relationship is built on mutual respect and trust. Notice I said "mutual". That is essential in any relationship and especially a financial one. Thank you, Align staff, for living up to our high expectations."
"Simply the best, nine years of nothing but excellent service. Great returns, timely portfolio updates and always willing at help."
"Great group of people to work with! I have been with them over ten years and my accounts have had very good growth."
"Started great but be wary. I sought out Align due to their rating status in Oklahoma. First meeting was very educational and the staff (Debbie and Darlene) is awesome to work with. After all my accounts were transferred over to under Aligns management the questions started. I received my first quarterly statement and there were errors in the document I had questions on. Trying to schedule an appointment was an act in futility, offered 7 different days and was told none of those worked for them. In telling them I was irritated about this, the owner decided I was not a good "fit" as a client and his decision was final (I was told there was a previous email exchange but he could not give specifics). Guess it's be very nice or be dropped as a client, don't know what else to say about that. They did great increasing the value of my portfolio in a short time - but too thinned skinned when a client is "irritated". Proceed with caution"
"Wonderful staff. I the first impression is what sticks, and the receptionist was very polite and willing to help. I highly recommend their services!"
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