Oakcrest Investment Services

At Oakcrest Investment Services, we believe that everyone deserves a professional in their corner to guide them through their financial journey. Our mission is to serve every aspect of your financial life, providing you with insights and guidance that align with your goals. Whether you're just starting out on your investment journey, reimagining your retirement, or anywhere in between, we're here to help you make the most of your money.

Our Services

We offer a comprehensive range of services designed to cater to the diverse needs of our clients. From retirement planning to wealth management, estate strategy, and investment, we've got you covered. Our team of experienced professionals is dedicated to understanding your unique situation, identifying your dreams and goals, and creating a personalized financial strategy that suits your risk tolerance and time horizon.

Our three-step process is designed to ensure that you receive the best possible service. We start by getting to know you and your financial goals. Next, we strategize and map out a financial plan based on your specific needs and objectives. Finally, we execute the plan and continuously monitor your progress, making adjustments as necessary to keep you on track.

Our Associates

Our team is comprised of industry professionals with decades of combined experience. We're passionate about helping investors from all backgrounds achieve their financial goals. Whether you're a retiree, pre-retiree, small business owner, working professional, or woman looking to understand your unique financial needs, we're here to provide you with the guidance and insights you need to succeed.

LPL Financial

We're proud to be associated with LPL Financial, a leading provider of investment and wealth management solutions. LPL's mission is to provide objective advice tailored to the needs of each client, and we share this commitment to putting our clients first. With LPL, you can expect access to a wide range of investment products and services, as well as cutting-edge technology and tools to help you make informed decisions about your finances.

Weekly Market Commentary

Stay up-to-date with the latest market trends and insights with our weekly market commentary. Our team of experts analyzes market data and trends to provide you with actionable advice and insights that can help you make informed investment decisions.

LPL Research

At LPL, we believe that knowledge is power. That's why we offer a comprehensive range of research tools and resources designed to help you understand the markets and make informed investment decisions. From economic analysis to market commentary, we've got the insights you need to stay ahead of the curve.

Fiduciary Focus

As a fiduciary, we're committed to putting your interests first. We believe that everyone deserves access to objective, unbiased advice, and we're dedicated to providing you with the guidance and insights you need to achieve your financial goals.

LPL by the Numbers

LPL is one of the largest independent broker-dealers in the United States, serving financial advisors and their clients. With over 19,000 financial advisors and more than $800 billion in advisory and brokerage assets, LPL provides the resources and support you need to achieve your financial goals.

LPL Retirement Plan Tools

We understand the importance of planning for retirement. That's why we offer a range of tools and resources designed to help you prepare for this critical milestone. From retirement calculators to investment strategies, we've got the insights and guidance you need to build a secure financial future.

Resources

At Oakcrest Investment Services, we believe that education is key to achieving your financial goals. That's why we offer a range of resources designed to help you understand your finances and make informed investment decisions. From retirement and estate planning to investment and tax strategies, we've got the information you need to succeed.

Retirement

Your retirement is your most important financial milestone. That's why we're dedicated to helping you plan for this critical phase of your life. Whether you're just starting out or nearing retirement, we've got the insights and guidance you need to build a secure financial future.

Wealth Management

Our wealth management services are designed to help you grow and protect your wealth over time. We'll work with you to create a personalized investment strategy that aligns with your goals, risk tolerance, and time horizon.

Peak-Career Wealth-Building Strategies for Professionals

We understand the unique financial challenges faced by professionals in their peak earning years. That's why we offer specialized wealth-building strategies designed to help you make the most of your hard-earned money.

Estate Strategy

We believe that everyone deserves a comprehensive estate strategy that reflects their unique needs and goals. Whether you're looking to protect your assets, ensure the smooth transfer of wealth to your loved ones, or achieve specific financial objectives, we've got the insights and guidance you need to succeed.

Tax

Tax planning is a critical component of any financial strategy. That's why we offer a range of tax planning services designed to help you minimize your tax liability and maximize your wealth.

Money Lifestyle Tools

We believe that your finances should align with your values and goals. That's why we offer a range of money lifestyle tools designed to help you understand your spending habits and make informed financial decisions.

Glossary

At Oakcrest Investment Services, we believe that financial education is key to achieving your goals. That's why we've created a comprehensive glossary of financial terms designed to help you understand the language of finance.

Tax Resources

We understand the complexity and importance of tax planning. That's why we offer a range of tax resources designed to help you navigate the tax landscape and make informed financial decisions.

Request an Appointment

If you believe you could benefit from working with a financial professional, we invite you to request an appointment. We'll work together to see how we can best serve you and help you achieve your financial goals.