Who Are We
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.
While each of the associates of the firm develops and manages his/her own clientele, a strong collaborative relationship exists within Great Oak Financial Group. The associates meet regularly to exchange ideas and provide updates out of their area of experience and responsibility. The office support staff manages the day-by-day operations at the main office in Salem.
The depth of knowledge and experience found in the Great Oak Financial Group team makes us one of the strongest local independent firms in the area. We provide for such specialization as PERS rollovers, school district employee 403(b) plans, and retirement planning for small businesses. Advisory services such as fee-based asset management and financial planning are offered by our Investment Advisor Representatives of Cetera Advisors LLC.
As an independent firm, we are free to use a wide variety of investment programs. Our objective is to find and utilize the strongest and best fitting program for our clients' needs.
Whether you're looking for new ideas, evaluation of your present situation, or a comprehensive view toward the future, Great Oak Financial Group will gladly spend time exploring the options with you.