Red Oak Financial Group Company Profile, Contacts & Intelligence

Red Oak Financial Group Overview

At Red Oak Financial Group, we are truly a family business. Chris Compton took over many years ago a business founded and nurtured by his dad, Bob Compton. Over the years, the firm has grown to over a dozen employees, all of which feel like family....and that's exactly how we at ROFG treat every single one of our clients. We specialize in retirement planning and portfolio management. Our objective is to give you control of your future in retirement and be the friendly partner to help you achieve those goals. Our team takes a very personal approach to your retirement planning. We are best in class when it comes to your wealth goals, and we serve clients from the small town business owner to families looking to leave a legacy. Along with retirement planning, our proprietary investment models can help you navigate the market waves with a focus tailored toward your individual circumstances, risk tolerance, and time horizon. We pride ourselves on having old fashioned values juxtaposed with modern advisors in a growing, savvy firm. Check out our website for more information! Securities offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Red Oak Financial Group, a registered investment advisor and separate entity from LPL Financial. The information contained in this email message is being transmitted to and is intended for the use of only the individual(s) to whom it is addressed. If the reader of this message is not the intended recipient, you are hereby advised that any dissemination, distribution or copying of this message is strictly prohibited. If you have received this message in error, please immediately delete. Please do not leave securities trading instructions on this email, as they will not be executed. Please call us at (410) 321-0168 or you may contact the LPL Financial Trading Desk directly at (800) 877-7210. Visit our website http://redoak1978.com for important disclosures.

Headquarters

Towson, Maryland, United States

Website

redoak1978.com

Industry

Financial Services

Founded

1978

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

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