Future U Financial Inc.
110 South Hartford Avenue, Tulsa, Oklahoma, United States
About the Future U Financial Inc.
Future U Financial Inc. is a finance institution located at 110 South Hartford Avenue in Tulsa, Oklahoma, United States. At Future U Financial, we empower you to take control of your financial future by providing advice-only financial planning services. Our goal is to help you place trades online for free, increase your odds of achieving a work optional lifestyle, invest appropriately for your goals, and structure your investments to save money on taxes.
Our team of financial professionals offers personalized advice based on where you are in life, whether you are new to investing or have been doing it for years. We provide as much or as little hand holding as you need, with the option to choose your plan, make changes or cancel anytime. Our services include active or passive investment strategies, custom meeting calendars, investment alerts, and custom portfolios tailored to your goals.
Founder Josh, a dad and veteran, is deeply committed to empowering you to live a better life through financial literacy. Unlike traditional wealth management firms, we don't invest for you - instead, we believe in radical transparency and provide you with the knowledge and guidance to invest for yourself. We focus on sound advice without a sales agenda, to ensure your family's financial success.
Future U Financial, Inc. is a registered investment advisory firm in the state of Oklahoma. Contact us today to schedule a chat and see if we're a good match for helping you secure your financial future.
Photos of Future U Financial Inc.
110 S Hartford Ave Suite 100, Tulsa, OK 74120, United States
Opening hours of Future U Financial Inc.
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Future U Financial Inc.
"These guys are THE BEST! I sincerely feel like they keep me from missing the boat on when to trade. Their advice has been right on the money, and they are extremely proactive. My retirement account is doing so much better since I started with Future U Financial! Highly recommend."
"Great service really explains and is not interested in Selling me stuff I shouldn't have. His advice made me a lot o money last year"
"Over the past year, I haven't been able to decipher the market indicators to feel confident my money would be appreciating at a level that meets expectations. Therefore I haven't been doing anything, which makes my anxiety go up. I got introduced to Josh and he explained how Future U Financial is an advice only firm and I will not have to pay commission or trade fees. This coupled with scheduled on my time financial planning sessions made me a customer. for the past 6 months, I now have direction and a plan that I'm excited about as we navigate through extraordinary times. The only regret I have is not working with Josh sooner."
"Working with Josh has been hugely helpful both in demystifying the investment landscape and in making the most of the money I have available for investment. As someone in their mid-thirties and public school educated, I've found myself at this stage of life with the resources and want to plan for retirement but woefully ill-equipped to know the best resources. I had taken the set-and-forget approach to saving/investing for the first decade of my career on Wealthfront/401k and now want to accelerate the growth with a more hands on approach. Josh was able to consolidate all my assets across many platforms (Robinhood, Wealthfront, 401k, Fundrise, etc.) and use that to assess my risk/diversity and come up with a plan to set me up for success. Josh listens to my concerns, answers my questions, and truly feels like a mentor or a sherpa guiding me through the confusing investment landscape. I'd recommend Josh's services to any of my peers who: - Have some money saved up for retirement but don't feel like they have a clear vision on how that money will mature over time. - Get anxiety over making the right choice with what to do with their savings - Want to learn more about how they can be smarter with their investments. That all said, I've been very happy with the growth my investments have seen since working with Josh."
"I've worked with Josh for about 1 year and am very pleased with the level of service and value. I've always been on the fence of starting with a full service breakage due to the fees, commissions and pushing loaded funds. Future U Financial made sense for me because I wanted to get independent financial advice at a fair price and Future U Financial completely fit that for me. Thank you!"
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