Capital Advisors, Inc. 2222 South Utica Place, Tulsa, OK 74114
About the Business
Capital Advisors, Inc. is a leading finance institution located at 2222 South Utica Place, in Tulsa, Oklahoma, United States. With a team of experienced financial advisors, we provide personalized investment strategies and wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, our team at Capital Advisors, Inc. is dedicated to providing expert guidance and support every step of the way. Contact us today to schedule a consultation and start building a secure financial future.
Photos
Location & Phone number
2222 S Utica Pl #300, Tulsa, OK 74114, United States
Hours open
Monday:
8:00 AM - 4:30 PM
Tuesday:
8:00 AM - 4:30 PM
Wednesday:
8:00 AM - 4:30 PM
Thursday:
8:00 AM - 4:30 PM
Friday:
8:00 AM - 3:30 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Connected with them April 2020. They make great picks and have very little turnover. They explain any changes immediately. Recommend them to others."
"Nov 2021 -- Twenty plus years ago my husband and I used a family-recommended and big-name investment firm to manage our savings and IRAs. As business owners, we were extremely busy and didn't mind paying a reasonable fee for reasonable returns. Long story short, we were too busy to properly monitor the accounts and though our investments did make some money, taxes and constant stock transfers ate up a lot of the income. After selling our business and retiring, we worked to find a money management team that would do the work and keep us informed. We took the time to actually interview multiple agencies and discussed our findings with our accountant since he would be working with them. We chose Capital Advisors and have been extremely pleased with their service and profitability. We have quarterly in-person updates, often in our home, cell numbers and email addresses. The response time is phenomenal. We highly recommend this company to others searching for money managers and believe your experience will be as good as ours. Thank you."
"Good folks to work with . They understand what fiduciary means."
"Capital Advisors is an amazing company full of friendly, trustworthy, and knowledgeable employees that know what they are doing. I would give 10/5 stars if I could."
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