Brand Certified
Melia Advisory Group
4.9(64 reviews)
Certified by Melia Advisory Group • Oct 11, 2026
Business Details
5424 S Memorial Dr, Tulsa, OK
74145, United States
Certified by Melia Advisory Group • Oct 11, 2026
(918) 794-9290
Certified by Melia Advisory Group • Oct 11, 2026
http://meliagroup.com
Certified by Melia Advisory Group • Oct 11, 2026
About
Certified by Melia Advisory Group • Oct 11, 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 • Oct 11, 2026
Hours
Certified by Melia Advisory Group • Oct 11, 2026
Monday8:30 AM - 5:00 PM
Tuesday8:30 AM - 5:00 PM
Wednesday8:30 AM - 5:00 PM
Thursday8:30 AM - 5:00 PM
Friday8:30 AM - 1:00 PM
SaturdayClosed
SundayClosed
Products & Services
1 list · 6 items
Explore offerings from Melia Advisory Group on 5424 S Memorial Dr in Tulsa, with popular services available at this location.
Reviews
4.9
64 reviews
5 stars
62
4 stars0
3 stars0
2 stars0
1 star
2
- JBJim BourgeoisSep 4, 20265.0We worked with Greg, Becky and the MAG team since 2018 as we began retirement planning, and transitioned to retirement status in 2020. Both Becky and Greg were always responsive to our questions and provided expert consultation to guide us making large financial purchases. Most importantly, since 2018 our investment portfolio has performed inline with initial indications presented to us when we joined the Team. We continue to be happy and comfortable trusting the MAG to keep us grounded and well positioned with our future financial needs.
- DODiane Rymer OsbergApr 30, 20265.0Always attentive, responsive and helpful staff. No high pressure, actually encouraging me to take my time in the educational process. Great investment options. Definitely a positive experience. Highly recommend.
- PGPatrick GradyApr 21, 20265.0Melia Advisory Group is an institution that will judiciously look after your interests and provide good sound financial advice. I only wish I would have found them before I lost over a quarter of a million dollars from a broker that used me as a cash cow.
- DWDoug WillersonAug 7, 20255.0I have been with the Melia Advisory Group for seven years, and I couldn’t be more satisfied with the way they manage my money and investments. My advisor, Becky Benanzer, has consistently done an outstanding job—she is knowledgeable, attentive, and always responsive to my needs. The company’s overall performance and customer service have been exceptional, giving me complete confidence in their guidance and support. I highly recommend Melia Advisory Group.
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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