Angel Oak Financial Services, LLC

Angel Oak Financial Services, LLC is a Registered Investment Advisor in the state of New Jersey. As a Registered Investment Advisor, by regulation, we are upheld by a fiduciary standard to our clients. As a fiduciary we are required to put our client's interests first. We are also required to disclose any conflicts of interest to them which would prevent us from providing investment and planning advice that is not in their best interest. We believe that by offering fee-only services, we mitigate potential conflicts of interest, real or perceived.

Balance

The firm was founded on the cornerstone that planning services and the advice that follows should be in perfect balance with the life you want to live. Financial planning is as much art as science and when practiced, with the client always put first, leads to a richer life overall.

Personal Fulfillment

We measure a life's wealth not only by what one has accumulated along the way, but equally by how well a person has lived their life consistent with their stated goals and objectives and level of personal fulfillment.

Equilibrium

We strive to help those with shared values achieve their life's equilibrium. We enjoy the stories that make each client unique and always strive to be an important part of their life and success. We look forward to hearing your story

Robert Solimano, CFP® is the founder of Angel Oak Financial Services, LLC. His mission is to provide independent financial advice to his clients to help them achieve their short and long term goals. He has joined his passion for people and personal finance to create a planning and asset management company to assist those that need and are willing to accept help. He has a unique ability to listen objectively and compassionately, while organizing a client's financial issues to create a comprehensive financial planning and investment experience. His main priority is to create a relationship where all parties fully understand the goals and objectives to be accomplished and work toward success through mutual understanding and shared vision.

Address: 49 Huff Terrace, Montvale, Bergen County, NJ 07645 USA

Phone: +1 914 772 2050
Email: rob@angeloakfinancial.com