Reviews of Align Wealth Management : Financial Planners, Wealth Retirement (Financial Consultant)

13921 Quail Pointe Dr, Oklahoma City, OK 73134, United States

Average Rating:

DESCRIPTION

We have the feddbacks of real people like you who are consuming the services and products of Align Wealth Management : Financial Planners, Wealth Retirement (Financial Consultant) in the state of Oklahoma.

Right now the business gets a rating of 4.3 out of 5 and the rating has been calculated on 4 reviews.

As you can see its rating is quite positive, but it's only based on few opinions, so the rating isn't too faithful.

You know that we don't usually stop to give opinions when these are correct and we usually do it only if we've had a problem or incidence...

This Financial Consultant is included in the category of Financial planner.

Where is Align Wealth Management : Financial Planners, Wealth Retirement?

REVIEWS OF Align Wealth Management : Financial Planners, Wealth Retirement IN Oklahoma

Gloria Straka

Great Financial Planners and super people to work with!

Clinton Lawson

Wonderful staff. I the first impression is what sticks, and the receptionist was very polite and willing to help. I highly recommend their services!

Gloria Straka

Great Financial Planners and super people to work with!

Clinton Lawson

Wonderful staff. I the first impression is what sticks, and the receptionist was very polite and willing to help. I highly recommend their services!

Claude Obar

Great group of people to work with! I have been with them over ten years and my accounts have had very good growth.

Michael Head

Started great but be wary. I sought out Align due to their rating status in Oklahoma. First meeting was very educational and the staff (Debbie and Darlene) is awesome to work with. After all my accounts were transferred over to under Aligns management the questions started. I received my first quarterly statement and there were errors in the document I had questions on. Trying to schedule an appointment was an act in futility, offered 7 different days and was told none of those worked for them. In telling them I was irritated about this, the owner decided I was not a good "fit" as a client and his decision was final (I was told there was a previous email exchange but he could not give specifics). Guess it's be very nice or be dropped as a client, don't know what else to say about that. They did great increasing the value of my portfolio in a short time - but too thinned skinned when a client is "irritated". Proceed with caution

Claude Obar

Great group of people to work with! I have been with them over ten years and my accounts have had very good growth.

Michael Head

Started great but be wary. I sought out Align due to their rating status in Oklahoma. First meeting was very educational and the staff (Debbie and Darlene) is awesome to work with. After all my accounts were transferred over to under Aligns management the questions started. I received my first quarterly statement and there were errors in the document I had questions on. Trying to schedule an appointment was an act in futility, offered 7 different days and was told none of those worked for them. In telling them I was irritated about this, the owner decided I was not a good "fit" as a client and his decision was final (I was told there was a previous email exchange but he could not give specifics). Guess it's be very nice or be dropped as a client, don't know what else to say about that. They did great increasing the value of my portfolio in a short time - but too thinned skinned when a client is "irritated". Proceed with caution

Business Hours of Align Wealth Management : Financial Planners, Wealth Retirement in Oklahoma

SUNDAY
CLOSED
MONDAY
9AM–5PM
TUESDAY
9AM–5PM
WEDNESDAY
9AM–5PM
THURSDAY
9AM–5PM
FRIDAY
9AM–5PM
SATURDAY
CLOSED

PHONE & WEBPAGE

Align Wealth Management : Financial Planners, Wealth Retirement en Oklahoma
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