Who Are We
Local:
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:
We pride ourselves 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, we will gladly spend time exploring the options with you.
Securities & advisory services offered through Cetera Advisors LLC, a broker/dealer & Registered Investment Advisor. Member FINRA/SIPC. Cetera Advisors is under separate ownership than any other named entity.
Company Details
- Employees
- 6
- Founded
- -
- Address
- 3468 Liberty Rd S, Salem,oregon 97302,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.Greatoakfinancial.com
- Keywords
- Oregon Public Employees Retirement System (PERS), Traditional IRA, ROTH IRA, 529 College Saving Plans, Market-Linked CDs, Rollover IRA, Retirement Planning, SEP IRA, SIMPLE IRA, Trust Accounts, Deferred Comp Plans, Account Risk Assessment.
- HQ
- Salem, Oregon
Great Oak Financial Group Questions
Great Oak Financial Group's website is http://www.Greatoakfinancial.com
Great Oak Financial Group's LinkedIn profile is https://www.linkedin.com/company/great-oak-financial-group
Great Oak Financial Group has
6 employees.
View email and phone details for 6
employees at Great Oak Financial Group.
Great Oak Financial Group's industry is
Financial Services
Great Oak Financial Group's top competitors are
Project Transition,
Bay Street Hospitality,
Signature Wealth,
Be Wealth,
Lpl Financial,
Oppenheimer & Co. Inc..
Great Oak Financial Group's categories are Financial Services
Great Oak Financial Group's founding year is 1995
