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.
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Visit our website http://redoak1978.com for important disclosures.
Company Details
- Employees
- 10
- Founded
- -
- Address
- 403 Allegheny Avenue, Towson,maryland 21204,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- https://redoak1978.com
- Keywords
- Towson.
- HQ
- Towson, Maryland
Red Oak Financial Group Questions
Red Oak Financial Group's website is https://redoak1978.com
Red Oak Financial Group's LinkedIn profile is https://www.linkedin.com/company/redoak-financial-group
Red Oak Financial Group has
10 employees.
View email and phone details for 10
employees at Red Oak Financial Group.
Red Oak Financial Group's industry is
Financial Services
Red Oak Financial Group's top competitors are
Accelerent - Baltimore,
Heller Kowitz Insurance Advisors,
Zest Social Media Solutions,
Briarwood Capital,
Active Excursions & Piedmont Learning Center,
Greenspring Advisors,
Red Oak Financial,
Elite Income Advisors,
Duell Financial Strategies,
Wagener-Lee, Wealth Advisors Llc.
Red Oak Financial Group's categories are Financial Services
Red Oak Financial Group's founding year is 1978
