History
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. There are currently five 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.
Specialties
Serving investors in the greater Salem and Portland areas. Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC. Great Oak is not affiliated with Cetera Advisors LLC.