Top Rated Local® is pleased to announce that Melia Advisory Group is the number one financial advisory firm in all of Oklahoma for 2019!
From tax planning to wealth management, there’s no better financial advisory firm to turn to in Tulsa than Melia Advisory Group.
Melia Advisory Group has received almost 100 reviews on multiple verified sites with a perfect average rating of 5.00 stars, earning them a spectacular Rating Score™ of 94.00 and a 2019 Top Rated Local award for being ranked the number one financial advisory firm in all of Oklahoma!
Here’s just one of their many five-star reviews:
“I recently inherited a large sum of money. Not wanting to get raked over the coals with taxes, I found Melia Advisory Group. The staff was so helpful. They presented me with options as well as the pros and cons of each investment. Now, I am set up for my future as well as my children’s’.” – D.D.
Not Your Average Financial Advisory Firm
We wanted to know what makes Oklahoma’s number one financial advisory firm so special, so we took a few minutes to talk with the owner and President, Greg Melia.
The first question we had for Greg was what makes Melia Advisory Group unique compared to their competition in Oklahoma. Here’s what he had to say:
“We are a three-man management team that oversees everything to ensure that top-level customer service is provided. We do everything in-house; we do not farm work out. We walk our clients through everything step-by-step. One of the biggest complaints I hear about other financial planners is the over-usage of sophisticated words. This leads to confusion with the clients and creates a level of disconnect or distrust.”
Greg went on to tell us that, while other financial advisors rely on mutual funds for most clients, the team at Melia Advisory Group understands that there isn’t a single piece of advice that works for every client. He added:
“We specialize in providing income-producing portfolios based on the customer’s needs. We don’t want you to survive; we want you to thrive during your golden years and enjoy them to the max. A perfect retirement for me is more income than you need until the day you die. ”
We also asked Greg about Melia Advisory Group’s mission and how they work to make the world a better place. Greg told us that they give back by holding workshops to educate their community about IRAs, estate planning and more.
Building Success With a Focus on Customer Service
When we asked Greg what their secret is to such a strong online reputation at Melia Advisory Group, he said:
“We are customer-service focused. We try to always answer the phone by the second ring, and you will never get a recording from us during regular business hours.”
Apart from building the kind of online reputation any business would envy, Melia Advisory Group has spread the word about their service through their education seminars, their website, Facebook and radio advertisements.
Every financial advisor wants to grow their business and build their online reputation the way Melia Advisory Group has. Here’s Greg’s advice for them:
“A business coach said years ago, ‘You have to make yourself referable.’ We have a fiduciary responsibility; you must put the client’s needs above your own. I’m independent, so I only sell what I think is in the best interest of my clients. Have a conscientious team that thinks like you and will cohesively work towards a collective goal.”
Congratulations to the team at Melia Advisory Group for being a 2019 Top Rated Local award winner, and thank you so much, Greg, for taking the time to speak with us!
We highly recommend Melia Advisory Group in Tulsa. Visit their website today!