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, Vancouver, McMinnville, Albany, Corvallis and surrounding areas. The main office is located in Salem.
Great Oak's investment professionals are 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 from their area of experience and responsibility. The office support staff manages the day-by-day operations at the main office in Salem.
