GREAT OAK FINANCIAL GROUP

4.9/5 (67)
NameGREAT OAK FINANCIAL GROUP
Address3468 Liberty Road South, Salem, OR 97302
City
Category
Phone +1-503-364-0950   +1-800-258-7077  
Email ID
SpecialityTraditional and Roth Individual Retirement Account, Deferred Compensation, College Savings Plans, Retirement Plan and IRA Rollovers, Profit Sharing and Money Purchase Plans, Fixed and Variable Annuities, Mutual Funds, Long-Term Care & Disability Insurance
AboutGreat Oak Financial Group is an independent financial services firm located in Salem and surrounding areas. They provide confidential, personalized financial services with a specialty in retirement planning. Their primary interest is in providing financial strategies and programs to help their clients achieve their specific goals. Their objective is to find and utilize the strongest and best-fitting program for their clients' needs. They focus on identifying the needs and goals of their clients, providing creative processes, and educating them in the world of investments and tax-advantaged programs.
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