Reviews of Sri Jonnada (Financial Consultant)

3030 Northwest Expy #1800, Oklahoma City, OK 73112, United States

Average Rating:


Here we offer you all the reviews of real people who used the services and products of Sri Jonnada (Financial Consultant) in the area close to Oklahoma.

Right now this business has a rating of 4.9 over 5 and that score is based on 66 reviews.

You must have seen that its rating is nearly the best one, and it is founded on a high number of feddbacks, so we may conclude that the assessment is quite reliable. If many people have bothered to leave their review when they are happy with the service, is that it works.

You know that we do not usually stop to give scores when these are correct and we usually do it only if we have had a problem or incidence...

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

Where is Sri Jonnada?

REVIEWS OF Sri Jonnada IN Oklahoma

Kenny Oneal

I have worked with Sri now for over a year and he is always professional to the tee. He cares about each of his clients with the utmost concern not just short term but there overall financial picture including helping them grow if needed

Jason Richards

Sri and his team have been great to work with. I have received valuable counsel and service for myself and my clients. It is refreshing to see Sri invest time and energy to get to know clients and fully understand what is best for them.

Ann Gray

Great service! Always professional and the team works with great integrity!

Dipak Patel

Sri is a amazing person he has always helped me with my insurance policy and he has alwaya taken the time to explain the policy and has looked out for my best interest and not just the company's.

Amar Patel

Mr. Jonnada has been a great financial advisor for me for several years. His knownlegde in his field and understanding my personal needs is what makes him great. He makes sure I understand my financial needs and which helps me make the best decision for me and my family. He is very respectful and always keeps us updated.

Bill Lovell

I've known Sri for a very long time and his dedication to providing the utmost in professional service is 2nd to none. The people that i have referred to Sri will vouch to his honesty in providing plans and services that are without question, in the best interest of his clients.

Shaurin Patel

The Jonnada Financial Group has done a great job of assisting us with our financial planning, insurance policies as well getting us in touch with attorneys, real estate brokers, CPAs, etc.... Mr. Jonnada and his staff always take the time to explain all the options and throroughly go through all the details. We have used Mr. Jonnada for over 7 years and will be doing so for many more years to come!

Candy Hills

I have been very impressed with his integrity and honesty. He is very thorough and treats his clients with the utmost respect. Highly recommend his services.

Jerad Stout

We have been consulting with Sri at Jonnada Financial for about a year and we cannot say enough about what he has done for us. He always listens and plans to our needs. I would highly recommend him to anyone.

Deepak Kurian

Sri & his team are a pleasure to work with. Sri takes his time to make sure that he understands your concerns & tailors customized plans to meet your needs. We are extremely satisfied with the Jonnada Financial Group.

Richard Tran

Shia Sumpter

Mr Jonnda was very pleasant and professional to work with. He was especially helpful as well knowledgeable with meeting all of my financial needs. I attended a class held through the department of transportation.

Senka Stevenson

I have knows Sri Jonnada for over 13 years now. He is proffesional, knowledgable and really cares about his clients and people in general. My husband and I love working with him and will not go to ANYONE else. If I could give him 10 start I would.

Jorge Diaz

Shane O

I have been working with Sri since 2009. He is very thorough and professional and has always been someone I can rely on.

Aslan Maleki

Sri is more than a financial advisor! He is more than a friend! Sri is the type of person you need in your life like a parent type role. He gives you advise you deserve, even if you don't deserve it at first. I feel like I can call Sri well into the night. I feel bad for people that don't have someone like Sri behind them. There aren't very many people like Sri in Oklahoma. I am a proud client! Please if you are reading this review one thing. Sri is a man of his words and actions!

Csi Services

Sri has always gone above and beyond for all my clients retirement planning and life insurance needs. He is my go to for all retirement and life insurance needs!

Ajani Khalid

Very knowledgeable and takes the time to actually assist you with your financial goals.

Randell Phillips

Mr.Jonnada has been a great mentor and teacher to me always there with answers for my questions I wish I could give him and his team 10 stars!!

Ms. N'Joie

Gina Burris

Sri has been my financial advisor for the past 2 years and has done amazing job with my accounts. He took the time to fully explain every detail of his financial plan for my money and made sure I was comfortable with the investments. He is very knowledgeable, personable, and welcoming. I feel confident and secure in my future with Jonnada Financial group. Sri you are #1.

Jessica Hyde

Great work ethic; cares about his clients; highly recommend.

Prestigious Hair Company

Sri is awesome! He not only helps with financial advising but have me great tips and connects for other things in my business!

Class Matters

Mr. Jonnada is someone who treats his customers like they are an extension to his family. He has helped me in my facets of my life. He has helped me fundraise for my non profit and he also taught my student participants how to do an elevator pitch. In addition to that he has help me get life insurance for me and my wife. Lastly, my auntie was getting denied by for a life insurance policy but he recommends another life insurance group and now she has life insurabce. Thank you Sri!

Jesus Elizondo

Sri, Best Financial Adviser I know, great heart, so dedicated, professional and 100% committed to he's costumers and community.

Michelle Gorum

Sri and his group are the best! I don't know how I survived being an adult without his help for so long. He provides us with valuable guidance for our business and personal finances and can connect us with other professionals as we need. We truly feel like he is on our side and part of our team.

Mebin Thomas

My family met Sri’s group during a very difficult time in our lives after the passing of my father. He and his team were very kind, compassionate and empathetic to our situation and they took care of us like their own family. They made sure we had no unnecessary extra stress during our time of grief and managed our finances with the utmost respect and due diligence. Sri also has a wealth of knowledge in all things financial, not only for personal finances but also for business finances. He will be managing my personal and business financial planning for years to come.

Jon Smith

I have been working with Srikant Jonnada for over a decade. His reputation and passion is about creating the absolute best financial portfolio for someone instead of trying to chase down the best commission. He is engrained in the community of OKC and has more connections and friends of anyone I know and he is never scared to shared them. He is not just my adviser and consultant, but am proud to call him my friend as well.

Ketan Patel

Sri is very professional and makes sure meets your satisfaction on his service. I have done my work with him and have referred my freinds to him. Thank you for what you do!

coreyana Harris Family

oscar garcia

Best in the business. Sri is helping my wife and I meet our short and long term financial goals. He goes above and beyond for us and I would highly recommend him to anyone who is serious about planning for the future.

Ashley Napier

I very much enjoy working with Sri. He is knowledgeable, helpful, resourceful, and friendly. I would recommend him to anyone who is looking for a financial adviser and partner in building wealth.

Emily Seabolt

I have known and been a client of Sri for a year now - best decision I've made!! It can be scary to begin the process of financial planning, but Sri helped me realize my financial goals and how I can achieve them. Aside from providing outstanding financial service, Sri builds a personal relationship with his clients. He genuinely cares about his client's happiness and well-being. If you want to work with a true professional (and a great person in general) who will do everything in his power to help YOU succeed, then you cannot go wrong with Sri and his team!!

Edie Fiske

We highly recommend Sri Jonnada with Jonnada Financial Group. He is consistently professional, yet personable, in every interaction with us. Sri has helped guide us into a plan that works for us, hearing out our concerns and goals while always keeping our best interest in mind. As residents in a different state, Sri often makes time for us after hours in order to accommodate our schedule and the time difference. Jonnada Financial Group is an excellent choice, regardless of where you live!

Blake Southerland

Sri has a wealth of knowledge when it comes to financial planning. Everytime we meet with him, we learn something new and beneficial. He is very detailed and passionate about what he does and it shows in his work. Highly recommend.

Mitch McCuistian

Sri is honest, informed and hardworking. His work ethic is a testament to the quality of his work product and the services he provides to his clients.

Michael Smith

Sri, has been amazing in helping with my financial future, with planning and taxes, honest and informative. I was constantly worried about planning for the future, but with Sri's help and strategies, I can honestly say I sleep so much better now. I would highly recommend him to anyone who would like to have financial security.

Christine Thomas

Sri and his team are exceptional! They always take the time to explain and go the extra mile with impeccable attention to detail along the way. Sri is always willing to share from his wealth of knowledge and truly treats his clients like family. I would highly recommend Jonnada Financial.

Beth Herron

My husband and I first met with Sri in 2012. I had retired from the State of Oklahoma and had no clue what the best plan would be on how or what to do with my retirement money. Sri explained in detail what our various options were and together we made what has been a financially sound decision. Also, we have made additional investments with the Jonnada Financial Group and have complete faith that these investments are right for us. Sri cares for his clients and frankly, we consider him part of our family.

Plamen Ivanov

Best experiences with Jonnada Financial Very easy and smooth process Thank you

Rita Patel

Sri is very respected professional and Dedicated Man !!!!! I highly recommend to all of the people out there to do business with him he is the Best :)

Ana Herrera

Great Financial Advisor and amazing individual. Sri is knowledgeable, honest and treats his clients with respect. Highly recommend Jonnada Financial group to all my family and friends.

Barbara Jolin

Daniel Mercer

Sri Jonnada and his group have become invaluable assets for my business. Their attention to detail, responsiveness, knowledge and professionalism are consistent and they always have a solution. I highly recommend them for wealth management, life insurance, key man life insurance and any other needs you may have - you can't go wrong with Sri.

Ken Fitzsimmons

Sri is a good listener and wanted to know my overall financial goals beyond buying products his company represents.

hussain walliani

Sri is a one of a kind, experienced, professional Financial Advisor. I've invested in Sri for over 5 + years and wouldn't trust anyone else with my financials. Apart from business, this man is definitely genuine and humble in his every day life. I'll continue to recommend any one and everyone to Sri!

Mike Hoang

Every time I've met with Sri Jonnada, it is very obvious his passion and knowledge about personal finance. He is the #1 financial advisor I recommend in OKC.

Thuy Hong Nguyen

Sri and his group has been nothing but exceptional. Very knowledge, personable, accommodating! Makes me feel confident in my financial planning! Highly recommend!

Haley Norman

I have worked with Sri for over a year now and can not say enough great things about his vast knowledge and eagerness to serve and please his clients. If you are looking for a true partner in your financial and insurance needs, Sri is the best out there. His passion for helping others be their best truly shines through in his work. He makes things simple, is professional, and kind.

Travis W. Shatley, CPA

I've worked with Sri for a few years now and he has always treated myself, and my clients, with the utmost respect. He uses his vast knowledge to help assist with financial planning that can set you up for the future. I highly recommend Sri Jonnada and Jonnada Financial Group. 5 STARS for sure!

Sachin Patel

Sri treats his clients with the utmost respect and brings a comprehensive approach to his work. He is extremely hard working, intelligent, and dedicated. Most of all he is trustworthy.

Van Tran

I've worked with Sri for a few years now and he always keeps us on target. He loves to educate and genuinely wants good for his clients. I trust the advice he gives me and he works with many professionals, customizing specific profiles for each person/family. Sri is also a great resource for any other services you need because he has an extended network of people who are just the best at what they do. I have recommended family and friends to Jonnada Financial Group.

Erika Luna

Sri is very professional, and a fantastic consultant. He took the time to get to know me personally to better assist me in prioritizing my financial goals. He went over all my policies, and answered any questions I had. He makes himself assessable by meeting up or calling me when I have any financial needs. I highly recommend Jonnada Financial Group and Sri for anyone looking for a financial consultant.


Shree jonnada he is the best in his job, I have few policies with him sign to New York Life Insurance. Shree is best knowledgeable and he will follow up regularly with his client and very helpful. After I got policy signed up which shree I have a few other family members who signed up behind me and I would really help him in the future too.

Shines Mathew

Sri has helped my family with wealth management for several years now. He is very professional and caring towards his clients. One thing I love is that he is always available when I have questions and concerns.

t thomas

Sri is very personable and knowledgeable. He has always been diligent and organized when it comes to any tasks which need to be completed. I have had a very easy time working with him for my family's finances because he makes sure all parties truly understand the financial options he presents.

Samit Patel

Sri has been a tremendous help in many aspects of my life. He is not only my financial advisor but he is my go to person for many different needs I have had in the last few years. Sri is a very reliable and caring person. He is great at teaching us about financial responsibility.

Amin Bharwani

I have been working with Sri for a number of years and he's always been there to help me reach my short-term and long-term financial goals. He's very knowledgeable and passionate about what he does. I'd recommend him and his team to anyone!

Donny Ho

Sri Jonnada is he only guy smart enough and experienced to handle all my financial and retirement planning. You will be in great hands!

Triple Eight

My experiences with Jonnada Financial have been great. Not only has Sri helped me to set up my financial affairs to be a future success for my family, but he has also taken the time to invest his knowledge in me personally, so that I can make more informed financial decisions. For a young business man, there is security in having a financial professional who I can comfortably call at any time with any questions I have.

Bhavesh Patel

I rarely write reviews, and have never done one for an insurance company, but Sri Jonnada, Financial Services Professional deserves one. I was with other life insurance company and I was not satisfied, until I meet Sri Jonnada. He makes sure I understand my financial needs and also helped me to set up my financial affairs to be a future success for my family and my personal financial questions that has nothing to do with life insurance. who do that now this days? He is a great person and has a lot of knowledge of financing base on what I have experience. Thank you Sri and his team!

Khusro Iqbal

I have worked and known Sri for over 10 years. He is a great friend and amazing financial advisor. He has helped me make some great financial decisions, thank you Sri!!!

Tyne Burris, CPA

I refer Sri out to all my family, friends, and clients. Not only is he personable and truly cares about each of his clients, but he is super knowledgeable. If you are looking for someone who really takes the time to get to know you and your financial goals, Sri is your guy!

Sheree Amos

Sri and his team have been spectacular. I have been with his group for over six years and I trust him explicitly. From day one, it has been a perfect fit for me. As my family has grown, my needs are changing. He and his team gives me advice and set up plans based on our short-term and long term goals. He works with me and helps me to see the big picture. He keeps in contact with me and answers any questions quickly and without judgement. He has even started helping my parents. I would say that our business relationship has grown into a friendship. He treats me like family and typically comes to our major family events such as my recent wedding. I would highly recommend Sri an the Jonnada group.

Nick Goodlin

Sri and his team are the best in town! I have worked with a number of financial advisers and have finally found a home. They are very professional and always accessible when you need them. Proud to call them my friends.

Business Hours of Sri Jonnada in Oklahoma



Sri Jonnada en Oklahoma
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