Gordon Oak Financial
Financial Services - Plano, TX, US
Gordon Oak Financial Employees
Gordon Oak Financial Senior Management
Gordon Oak Financial Details
Our mission is to provide individuals of all socio-economic backgrounds with the necessary resources to maximize their financial wellbeing. To achieve this, we work with companies to provide their employees with unlimited access to their own certified financial planner as an employee benefit and an environment where they can feel comfortable asking any questions relating to their personal finances, no matter how simple or complex. We can help employees address any questions relating to the following - • Budgeting• Debt• Estate• Investments• Insurance• Retirement• TaxesIn addition, we provide comprehensive financial planning services for individuals as private clients.We look forward to the opportunity to work with you and your company!
Gordon Oak Financial Technologies
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