Google users rate RFG Wealth Advisory five stars based on fifty-one reviews, noting that the owner responds to all feedback. Clients frequently cite long-term relationships, highlighting the firm's expertise in retirement planning, investment management, and tax strategies. Reviewers emphasize clear communication, personalized service, and transparent fees, often mentioning the staff's accessibility and responsiveness to individual financial goals.
Google rating: 5.0 out of 5 from 51 reviews (100% five-star).
Reviews on this page: 51 Google reviews (46 with written comments, 4 with photos).
Owner responses: the business replied to 100% of reviews.
Reviews from Google, shown as published (original wording, unedited).
DP
Devarshee PatelLocal Guide · 44 reviews
★★★★★
Mr. Emilio is such a wonderful person! Goes above and beyond always! I just know that they have my best interest in mind! Awesome growth in 2 years and I am excited to see where we go in the next decade!
Response from the owner · 7 months ago
Dr. Patel, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
Mike is wonderful. He is so helpful in our retirement planning. Thoughtful information and really listens to us
Response from the owner · 10 months ago
Linda, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
RFG is a great firm to work with! I have worked with them for several years and am extremely satisfied and happy with their knowledge and expertise. Mike and the rest of the staff are very attentive to me and my financial needs. I have not found it difficult to work a firm that is located in a different state. I would highly recommend them for your investing needs.
Response from the owner · 10 months ago
Thank you so much for sharing your experiences with RFG. We enjoy working with you and love having you represent the great state of OK!
We have been clients of RFG for over 10 yrs. Their team is extremely knowledgeable, trustworthy and professional. Some of the new additions to their team have really helped us with business transactions and leading our family to great successes. Than you RFG for being the best.
Response from the owner · 11 months ago
We're grateful to have you and your family as clients of our firm.
Highly recommend to anyone looking to invest productively. Emilio is knowledgeable, friendly and great to work with.
Response from the owner · 10 months ago
Kimberlie, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
We’ve been with Chris and Mike for several years now. Great advice, mindful of taxes, and everyone in the office is easy to work with. Highly recommend!
Response from the owner · 10 months ago
Sharon, thank you so much for taking the time to share your positive experience with RFG Wealth Advisory. Helping clients create higher levels of success through wealth is our top priority, and your feedback motivates us to keep exceeding expectations. Thank you for giving us the privilege of serving you!
We have been clients of RFG for nearly twenty years. They have tailored their services to what we need at this stage of our lives. With their advice and planning, we continue to receive sufficient income to enjoy our retirement with minimal worry. Above all, RFG is an honest and trustworthy financial services provider. We have been very pleased with our choice to use them over all of these years.
Response from the owner · a year ago
Thanks Terry. It's a pleasure to work with you both.
We have used the RFG Wealth Advisory group for financial advice for many years now and are extremely satisfied with information, advice and financial planning services that they have provided. Everyone at RFG is friendly, accessible and very knowledgeable. They are largely responsible for my wife and I having a very comfortable and successful retirement with no worries about finances.
Response from the owner · a year ago
Bill, thank you and Ruth for being a long-time clients with RFG. We enjoy working with you both all these years. Comfortable and Successful Retirement is what we strive for every day. Congratulations!
I have had the pleasure of working with all the great people at RFG since 2017. I was introduced to them by a very dear friend and it has by far been the best decision I ever made!
I’ve worked primarily with Emilio but also Lindsay and Chris. They have assisted me and my late husband through good times or not. I’ve never felt like just a client — instead as a FRIEND! Thanks to ALL of you for taking such good care of me!
Response from the owner · a year ago
Karen, it's been our privilege to guide you through all the phases of your financial life. Thank you for your kind words. We look forward to working together with you for many more years.
RFG has been a lifesaver for me. Great staff! RFG was able to consolidate all of my investments and they also recommended people for my will and taxes. I have never felt so secure in dealing with a company.
Response from the owner · a year ago
Thanks, Nancy. We enjoy making sure you have your financial planning, estate, and tax planning all in order. Great having all your professional team working together for your financial future.
