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Montgomery & Company Financial ServicesFinancial advisor in Tulsa, OK

Montgomery & Company Financial Services is a financial advisor at 7134 S Yale Ave Unit 185, Tulsa, OK 74136, ranked #24 of 135 financial advisors in Tulsa and rated 5.0 from 14 Google reviews. Open Monday to Friday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

Tulsa, OKUpdated 0 paid placements in any rankingHow we rank

Call (918) 583-8777Website ↗

Key facts

Key facts about Montgomery & Company Financial Services
Address7134 S Yale Ave Unit 185, Tulsa, OK 74136Get directions
Phone(918) 583-8777
Websitefacebook.com
HoursMonday to Friday: 8 AM – 5 PM
Google rating5.0 from 14 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

Service area

Serves Tulsa and 8 towns within 25 miles: Jenks, Broken Arrow, Bixby, Glenpool, Sapulpa, Sand Springs, Owasso and Claremore.

Based in Tulsa, OKView on map

Opening hours

Opening hours for Montgomery & Company Financial Services
DayHours
Monday8 AM – 5 PM
Tuesday8 AM – 5 PM
Wednesday8 AM – 5 PM
Thursday8 AM – 5 PM
Friday8 AM – 5 PM
SaturdayClosed
SundayClosed
  • Open evenings — no
  • Open Saturdays — no
  • Open Sundays — no

Questions about Montgomery & Company Financial Services

How is Montgomery & Company Financial Services ranked in Tulsa?

Montgomery & Company Financial Services is ranked #24 of 135 financial advisors in Tulsa by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are Montgomery & Company Financial Services’ hours?

Montgomery & Company Financial Services is open Monday to Friday. Its listed hours are Monday to Friday, 8 AM – 5 PM. It is closed on Saturdays and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does Montgomery & Company Financial Services serve?

Serves Tulsa and 8 towns within 25 miles: Jenks, Broken Arrow, Bixby, Glenpool, Sapulpa, Sand Springs, Owasso and Claremore. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about Montgomery & Company Financial Services?

Montgomery & Company Financial Services has a rating of 5.0 from 14 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact Montgomery & Company Financial Services?

Call Montgomery & Company Financial Services on (918) 583-8777. The business is at 7134 S Yale Ave Unit 185, Tulsa, OK 74136. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

Montgomery & Company Financial Services compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
Montgomery & Company Financial Services (this business)—675.0 (14)NoNo
Brian Mitchell with LPL Financial#22685.0 (15)NoNo1.8 mi
Talon Wealth#23684.6 (19)NoNo1.8 mi
Oath Planning - Tulsa Wealth Management & Financial Advisors#25675.0 (14)NoNo4.9 mi

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