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Align Wealth Management : Financial Planners, Wealth Retirement

  1. Northwest Oklahoma City
  2. Oklahoma City Finance
  3. Oklahoma Finance

Reviews, get directions and contact details for Align Wealth Management : Financial Planners, Wealth Retirement

Address: 13921 Quail Pointe Dr, Oklahoma City, OK 73134, USA
Phone: (405) 607-4820
State: Oklahoma
Zip Code: 73134


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Reviews
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
8 years ago (19-10-2017)
Great group of people to work with! I have been with them over ten years and my accounts have had very good growth.
8 years ago (07-11-2017)
Great Financial Planners and super people to work with!
8 years ago (15-11-2017)
Wonderful staff. I the first impression is what sticks, and the receptionist was very polite and willing to help. I highly recommend their services!
10 years ago (13-10-2015)
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