Great Oak Financial Group
Financial Services - Salem, OR, US
Great Oak Financial Group Employees
Great Oak Financial Group Details
Who Are WeLocal: Great Oak Financial Group is an independent financial services firm located in the Willamette Valley, serving the needs of individual investors and businesses in Salem, Portland, McMinnville, Albany, Corvallis and surrounding areas. The main office is located in Salem.Professional: There are currently seven professionals involved in providing confidential, personalized financial services with a specialty in retirement planning. Our primary interest is in providing financial strategies and programs that will help our clients achieve their specific goals. We focus on identifying the needs and goals of our clients, providing creative strategies, and educating them in the world of investments and tax advantaged programs.A Team:While each of the associates of the firm develops and manages his/her own clientele, a strong collaborative relationship exists within Great Oak Financial Group. Which maximizes the knowledge base in our office.Experienced:The depth of knowledge and experience found in the Great Oak Financial Group team makes us one of the strongest local independent firms in the area. We provide for such specialization as PERS rollovers, school district employee 403(b) plans, and retirement planning for small businesses. Advisory services such as fee-based asset management and financial planning are offered by our Investment Advisor Representatives of Cetera Advisors LLC.Independent:As an independent firm, we are free to use a wide variety of investment programs. Our objective is to find and utilize the strongest and best fitting program for our clients' needs.For You:Whether you're looking for new ideas, evaluation of your present situation, or a comprehensive view toward the future, Great Oak Financial Group will gladly spend time exploring the options with you.Securities and advisory services offered through Cetera Advisors LLC.Member FINRA/SIPC. Cetera Advisors is under separate ownership than any other named entity.
Great Oak Financial Group Technologies
Captcha
reCAPTCHA
Social Sharing
ShareThis
Hosting
Amazon AWS
Other
Mobile Friendly
Analytics and Tracking
Google Analytics