Salem Heights Plaza 

Phone: 503-364-0950

Toll Free: 800-258-7077

Promontory Financial Center

Phone: 503-362-0334

About

Great Oak Financial Group

503-364-0950

Toll Free: 800-258-7077

503-364-5356

info@greatoakfin.com

A cornerstone of financial planning is the recognition that everyone's economic and life situation is unique.  Personalized service is essential when matching clients with the right financial products and services.

A commitment to professionalism and the cooperative development of unique, personal goals forms the foundation of any strong financial plan.

A financial plan must reflect the stage of life its owner is in: whether purchasing a first home, financing a child’s college education or planning for retirement.  A plan must reflect its owner’s personal or business situation, and highlight those financial products that best fit it.  A custom-tailored financial plan must also be continually reviewed to measure its achievements against stated aims, and ensure the owner is comfortable everything is moving forward according to plan.

If you ever have questions about your plan or about specific financial products, contact us. We will set up a time to meet to review your needs and address any questions you may have.  Contact us today.

 

Securities and advisory services offered through Cetera Advisors LLC, member FINRASIPC.  Cetera is under separate ownership from any other named entity.

Great Oak Financial Group mailing address: PO Box 3937, Salem, OR 97302

Office at Salem Heights Plaza: 3468 Liberty Rd S, Salem, OR 97302

Office at Promontory Financial Center: 864 Promontory Pl SE, Salem, OR 97302

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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