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Align Wealth Management
- Financial Services
- Oklahoma City, OK
About this business
Align Wealth Management is located at 13921 Quail Pointe Dr, Oklahoma City, OK. This business specializes in Financial Planning.
Location details
13921 Quail Pointe Dr, Ste 102, Oklahoma City, OK, 73134, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Been with this group for 10-15 years and been well served by the same team. We've had lean and uncertain periods as well as more prosperous ones - this group holds their course and manages through it all. They manage with a steady and studied approach. They don't duck hard questions and are able to explain their reasoning. I got an unexpected "Good Morning" call recently saying they had reduced the mgmt. fee on our account - out of the clear blue sky. This was due to sound management on their part producing successful result... read more
Simply the best, nine years of nothing but excellent service. Great returns, timely portfolio updates and always willing at help.
Great Financial Planners and super people to work with!
Great group of people to work with! I have been with them over ten years and my accounts have had very good growth.
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 irritate... read more
Frequently asked questions about Align Wealth Management
How is Align Wealth Management rated?
Align Wealth Management has a 4.5 star rating with 6 reviews.
When is Align Wealth Management open?
Align Wealth Management is closed now. It will open at 9:00 a.m.
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