Brand Certified
Melia Advisory Group
4.9(60 reviews)
Certified by Melia Advisory Group • Mar 08, 2026
Business Details
5424 S Memorial Dr, Tulsa, OK
74145, United States
Certified by Melia Advisory Group • Mar 08, 2026
(918) 794-9290
Certified by Melia Advisory Group • Mar 08, 2026
http://meliagroup.com
Certified by Melia Advisory Group • Mar 08, 2026
About
Certified by Melia Advisory Group • Mar 08, 2026
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
Certified by Melia Advisory Group • Mar 08, 2026
Hours
Certified by Melia Advisory Group • Mar 08, 2026
Reviews
4.9
60 reviews
5 stars
58
4 stars0
3 stars0
2 stars0
1 star
2
- RWRichard Waters5 days ago5.0I've been with Melia Advisory Group for about eighteen years now. I have been very pleased with their service. They seem to always answer my calls or return them quickly. They explain your investments and answer your questions anytime . They continuely look for the best investments for your portfolio.
- CRCarrol Riggs5 days ago5.0Attended one of their seminars and liked what they had so I switched to Melia Group and haven,t regretted that decision at anytime.
- DHDaniel HonnoldFeb 25, 20265.0Great people to work with! Thanks for several great years!
- PRPeggy ReichardJan 12, 20265.0Always available for questions or feedback. Overall extremely happy with Melia.
- LOLes ODonnellDec 20, 20255.0Very professional and very good investment firm.
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.
What types of services does Melia Advisory Group provide?
Melia Advisory Group provides financial advisory, estate planning, IRA management, medicare advisement, retirement planning, and social security analysis services.
Is Melia Advisory Group an independent financial planner?
Yes, Melia Advisory Group is an independent financial planner.
Where is Melia Advisory Group located?
Melia Advisory Group is located at 5424 S Memorial Dr, Building E, Tulsa, OK 74145, USA.
What are the business hours for Melia Advisory Group?
Melia Advisory Group is open Monday to Thursday from 8:30 AM to 5:00 PM, and Friday from 8:30 AM to 1:00 PM. It is closed on weekends.
Does Melia Advisory Group offer free consultations?
Yes, Melia Advisory Group offers free consultations by phone, Zoom, or in person.
How experienced is the team at Melia Advisory Group?
The team at Melia Advisory Group has over 50 years of combined experience in managing financial resources.
In which areas does Melia Advisory Group provide services?
Melia Advisory Group serves clients in Tulsa, Bixby, Broken Arrow, Jenks, Owasso, Sand Springs, OK, and worldwide.
What nearby medical and legal services are close to Melia Advisory Group?
Nearby you can find Tulsa Spine Care Associates for chiropractic care, Caring Nurses Association for nursing and hospital services, and Crain Law Office and Greer Law Firm for legal services.
What nearby beauty and wellness places can clients visit around Melia Advisory Group?
Clients can visit Suite One Twenty-Seven Salon and Spa, Styled By Sessions hair salon, Bare Bliss for hair removal, and Tootsies The Nail Studio for nail and beauty services.
Are there nearby financial and insurance services around Melia Advisory Group?
Yes, nearby financial and insurance services include Osorio Bookkeeping & Tax, LLC for trust and tax services, Mark Welty - State Farm Insurance Agent, and Insurance Strategies agency.
Brand Certified Facts from Melia Advisory Group
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Certified March 08, 2026Yext Knowledge Graph
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