Services We Offer
Great Oak Financial Group associates can provide for your financial needs in a wide variety of ways:
Retirement and Savings Plans:
- PERS Rollovers
- Retirement Plan Rollovers
- IRA Rollovers
- IRA (Traditional Individual Retirement Account)
- Roth IRA (Roth Individual Retirement Account)
- TSA / 403(b) (Tax Sheltered Account)
- Deferred Compensation (457 Plan)
- Individual and Joint Brokerage Accounts
- Trust Accounts
- Custodial Accounts
- College Savings Plans (including 529 plans)
- ING Direct Orange Savings Account**
Retirement Plans for Businesses:
- ING Direct 1-4 year CD's**
- 401(k) Plan
- Deferred Compensation (457 Plan)
- Simple IRA (Self-Employed or Small Company Plan)
- SEP IRA (Simplified Employee Pension)
- Profit Sharing and Money Purchase Plans
Advisory Services:
- Fee-based asset management and financial planning services are offered by our Investment Advisor Representatives of Multi-Financial Securities Corporation*
- Individual and Joint Brokerage Accounts*
- Custodial Accounts *
- Self-Directed IRA *
Investment Types Include:
- Mutual Funds*
- Fixed and Variable Annuities*
- Stocks / Bonds*
- REITs*
- Certificates of Deposit*
- Others
Other Services:
- Long-Term Care Insurance
- Life Insurance (Term and Permanent, including Variable Life)
- Disability Insurance
If you would like more information on how any of the above could help you, contact an associate at Great Oak Financial Group by phone or e-mail, or click on Contact Us above.
*Securities and investment advisory services offered through Multi-Financial Securites Corporation.
**Independent Sales Agent (not an employee of ING Bank FSB). Member FDIC.
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