The Oak Financial Group, LLC
For our clients, we have a link to access your accounts. If you are new to our site you will also find links to make an appointment with us, get up-to-date information about the stock markets, and view useful resources that can help empower you to be a more knowledgeable investor.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information. Money means different things to all of us. What colors our attitude toward it, or what we want from it, is a highly selective thing and varies from person to person. That's why at the Oak Financial Group, we make it our priority to get to know you as a person and discover your goals and your objectives. Then we work together to put in place investments and planning that compliments yourgoals. Once we complete the initial process of setting up your investments, our job doesn't end there. We'll monitor the progress your money is making and we'll meet with you regularly to make sure your investments reflect your current life circumstances. Individual Clients IRA and IRA Rollover Brokerage Accounts Fee-Based Asset Management Retirement Income Planning Wealth Preservation strategies Tax Efficient Investing Charitable Giving Insurance Annuities Estate Planning Life Insurance Pensions Wealth Preservation Strategies Special Needs Planning Business Clients 401(k), SEP/SIMPLE IRA Plans Deferred Compensation Employee Benefit Programs Group Insurance Plans (health, life, key person) Business Insurance Business Succession Planning
Address: 121 East Myrtle St., Ste B Angleton, TX 77515, USA
Phone: +1 979 849 2700
FAX: +1 979 849 2724
