MA
Melia Advisory Group
Melia Advisory Group: Ehrliche, aufmerksame finanzielle Beratung für langfristigen Wohlstand.
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Business
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Melia Advisory Group: Ehrliche, aufmerksame finanzielle Beratung für langfristigen Wohlstand.
Melia Advisory Group ist eine in Tulsa ansässige Finanzplanungs- und Investmentfirma mit Sitz in 5424 S Memorial Dr, Gebäude E. Das Unternehmen wird für seinen professionellen und ehrlichen Service gelobt und hilft Kunden dabei, im Ruhestand ein Einkommen durch Zinserträge und Dividenden zu sichern. Die Berater Becky Benanzer und Greg bieten eine aufmerksame und reaktionsschnelle Beratung mit kostenlosen Finanzanalysen und fortlaufender Unterstützung, die Vertrauen schafft und zu starken Empfehlungen führt.
Keine Fotos verfügbar
Umfassende Strategien zur Optimierung von Altersvorsorgekonten, zur Einkommenserzielung und zum Vermögenserhalt für eine sichere Zukunft.
Professionelle Verwaltung von Investitionen, die darauf abzielt, Zinsen und Dividenden zu erzielen, mit regelmäßigen Überprüfungen und Anpassungen.
Kostenlose, personalisierte Analyse zur Bewertung Ihrer finanziellen Situation und zur Erstellung eines auf Sie zugeschnittenen Plans für Wachstum und Sicherheit.
Anleitung zum Aufbau und zur Erhaltung von Vermögen durch diversifizierte Portfolios und langfristige Anlageprinzipien.
Laufender, aufmerksamer Kundendienst mit engagierten Beratern, die Fragen beantworten und Updates zu Ihren Investitionen bereitstellen.
Gesamtbewertung
Doug Willerson
I 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.
rocky brown
Been with Melia for 5 years and the investments continue to make money for our retirement. Greg explains everything. Easy to understand for the common man. We just love Becky. She goes over all investments each time we visit. I don’t think you can go wrong with Melia. Thanks to MAG
Rod Vermillion
If your looking for an honest Advisory financial advisor there's none better then Melia Advisory Group. I've seen my investments grow since joining them. You can rest assure your investments are in good hands. I highly recommend them. Set up a free consultation with Greg and find out exactly what they can do for you.
Robyn Vermillion
Melia Group has been the best financial planning and investment firm for my husband and myself. We retired a few years ago and they helped up figure out the best options for creating wealth and keeping it. They are always there to answer questions, I don't care if you ask a dozen times they always answer with complete professionalism and honesty. I highly recommend this firm. They have become friends over the course of our financial relationship too.
Denise B.
In the early fall of 2019 while driving home from church on a Sunday morning, I heard a Melia Advisory Group commercial on the radio. I was intrigued and after discussing with my husband, I made an appointment for our free financial analysis. Greg was personable and enthusiastic about his way of navigating retirement accounts to create income. He carefully explained using a whiteboard, how he invests for interest and dividends. He made it clear that success isn’t measured on the fluctuating value of accounts based on the current market, but on how much interest and dividends they are yielding. He used the analogy of keeping our farmland, while eating only the crops they yield or keeping our chickens, and eating only the eggs they lay to say in essence, … we are holding onto our principle, but using the interest and dividends. Fast forward six years later, he is still reiterating that same principle at our every annual or semi annual review of our accounts. We are happy with the income that has been generated and it gives me peace. There has not been a single day that I have regretted our decision. I am confident we made the right one and have shared our thoughts with friends that are in need of financial management. I will continue to do so.
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