Our Mission
Great Oak Financial Group is an independent financial services firm nestled in the Willamette Valley of Oregon. We proudly serve individuals and businesses in Salem, Portland, Vancouver, McMinnville, Albany, Corvallis, and beyond. Our mission is to empower our clients through personalized financial planning and investment management. We believe in taking a collaborative and customized approach to achieving your financial goals.
Our Story
Founded by a team of experienced financial professionals, Great Oak Financial Group believes in building lasting relationships with our clients. We value open communication, transparency, and personalized attention. Our team regularly shares ideas and updates within the firm, fostering a collaborative environment where innovative solutions emerge.
Who We Are
Our team comprises seasoned professionals dedicated to providing exceptional financial guidance. We offer a comprehensive array of services to meet your diverse needs, including:
Retirement Planning
- Traditional and Roth IRAs
- 401(k) Rollovers
- Retirement account rollovers
- TSA rollovers
Investment Services
- Individual and joint brokerage accounts
- Trust and custodial accounts
- College savings plans (including 529 plans)
Additional Offerings
- Comprehensive financial plans
- Fee-based asset management
- Investment advisory services
- Insurance plans (long-term care, life, and disability)
Our Commitment
At Great Oak Financial Group, we are committed to:
- Personalized Attention: We take the time to understand your unique goals, concerns, and financial situation.
- Transparency: We maintain open and honest communication throughout the process, providing clear explanations and customized plans.
- Client-Focused Solutions: We prioritize your needs and work collaboratively to achieve your financial aspirations.
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