Business Details
About
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
Hours
Reviews
4.9
54 reviews
5 stars
52
4 stars0
3 stars0
2 stars0
1 star
2
- LOLes ODonnellDec 20, 20255.0Very professional and very good investment firm.
- PZPaul ZahnerNov 30, 20255.0After being a loyal listener to Greg's Sunday radio show, I made an appointment to speak with Mr. Melia. I was still below my retirement age, yet Greg took a chance with me as I joined the Melia family. Since then I have grown my portfolio and comfort in my ability to soon retire. (eat eggs vs chickens) When I meet with Becky B to review my account she is outstanding in teaching me and my wife what to look for and how to plan. This firm changed my outlook on retirement and will boldly say, our life. Thank you Melia Group.
- CDCarol DunlapNov 27, 20255.0Very friendly and very professional. Highly recommend them.
- MPmynga phamNov 20, 20255.0We were recommended by a relative with the Melia Advisory Group, and it was a great move for our financial investments. Melia Advisory Group is great, they work with us diligently. Our advisors meet with us at least once a year or any time we needed, they walk us through the statements and explain any questions we may have. We are very happy with the way they're working to grow our investments. They are always available when we have any questions. Their services are awesome. We strongly recommend the Melia Advisory Group for your financial needs.
- DMDennis MessnerNov 6, 20255.0I have been with this company several years and have always been pleased with the service. When the market was going crazy during covid-19 they were the voice of reason. Almost all predictions were on point.
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.