Eight Oaks Financial and Insurance Services is a dedicated financial advisory firm based in San Jose, CA, providing personalized financial planning and investment management services. With a focus on trust, integrity, and respect, their team of experienced professionals works closely with clients to offer objective opinions and informed direction, ensuring their financial goals are met.
As a registered representative of LPL Financial, the largest independent broker dealer in the nation, Eight Oaks Financial is committed to delivering comprehensive financial solutions tailored to each client's unique needs. Their services include wealth management, financial planning, and insurance, all aimed at helping individuals achieve financial freedom and security.
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