Who We Are

Local

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.

Our Locations

Professional

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.

Our Story

A Team

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.

Meet Our Team

We manage assets for individuals and families, providing investment management, and financial planning services.

Our Services

 

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) Individual and Joint Brokerage Accounts Trust Accounts Custodial Accounts College Savings Plans (including 529...
 

Retirement Plans for Businesses

401(k) Plan Simple IRA (Self-Employed or Small Company Plan) SEP IRA (Simplified Employee Pension) Explore Our Services
 

Advisory Services

Fee-based asset management and financial planning services are offered by our Investment Advisor Representatives of Cetera Advisors LLC Individual and Joint Brokerage Accounts Custodial Accounts Explore Our Services
 

Investment Types

Mutual Funds Fixed and Variable Annuities Stocks / Bonds REITs Certificates of Deposit Other Explore Our Services
 

Other Services

Long-Term Care Insurance Life Insurance (Term and Permanent, including Variable Life) Disability Insurance Explore Our Services

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