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Salem Heights Plaza 

P: 503-364-0950
TF: 800-258-7077

Vancouver Office

P: 360-564-7816

Promontory Financial Center

P: 503-362-0334
TF: 800-258-7077

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Blog

Kimberly Harris | Mar 13, 2023

Organization Tips to Help Take Time off Taxes

Tax Planning
Feel overwhelmed by tax documents? Staying organized may help reduce your tax season stress.
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Kimberly Harris | Feb 13, 2023

5 Year-End Tax Planning Opportunities

Tax Planning
If you’re looking to lower your tax liability before the deadline, here are some options to consider.
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Kimberly Harris | Jan 13, 2023

It's Never Too Late to Save for Retirement

Retirement
If you’re in your 50s and haven’t done much to save for retirement, you still have time.
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Kimberly Harris | Dec 13, 2022

Debt and Retirement: Can You Handle Both?

Retirement
If you’re struggling to save for retirement because of debt, it’s never too late to start.
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Kimberly Harris | Nov 13, 2022

Unwrap a Holiday with Less Financial Stress

Savings
Lifestyle
With a few small changes to your holiday spending habits, you may cut back on end-of-year financial stress.
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Kimberly Harris | Oct 13, 2022

4 Tips for Minimizing Financial Anxiety

Finance
Lifestyle
Here are some things to consider if your financial anxiety is keeping you up at night.
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Kimberly Harris | Sep 13, 2022

Family Business vs. Family Boundaries: Drawing the Line

Family
Finance
Mixing family and business can be tough. Is it possible to create healthy boundaries?
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Kimberly Harris | Aug 13, 2022

Working with an Investment Professional

Investments
Trying to find the right investment professional for you? Here are some questions to ask in your initial consult.
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Kimberly Harris | Jul 13, 2022

Understanding Your True Risk Tolerance

Investments
Knowing both your financial and emotional risk tolerance could be vital to your portfolio performance.
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Kimberly Harris | Jun 13, 2022

Are Emotions Controlling Your Personal Finances?

Finance
Even with planning, our actions can be skewed by our emotions. Is it possible to overcome them?
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Kimberly Harris | May 13, 2022

What College Students Need to Know About Money

College

College represents a time of independence in a young adult’s life. It may be the first time that your child has almost complete control over their own finances

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Kimberly Harris | Apr 13, 2022

How to Plan Long-Term Care Before You Need It

Finance

It’s daunting to think about the day when you may not be able to live independently and care for yourself. But planning early for long-term care can keep you

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Salem Heights Plaza

3468 Liberty Rd S, Salem, Oregon 97302

Phone: 503-364-0950
Fax: 503-364-5356
Toll Free: 800-258-7077
Info@greatoakfin.com

 

Promontory Financial Center

864 Promontory Pl SE, Salem, Oregon 97302

Phone: 503-362-0334
Fax: 503-364-5356
Toll Free: 800-258-7077
Info@greatoakfin.com

 

Vancouver Office

16701 SE McGillivray Blvd, Suite 265, Vancouver, WA 98683

Phone: 360-564-7816
Fax: 503-364-5356
debbi@greatoakfin.com

 

Contact Us

Get in Touch

Securities and advisory services offered through Cetera Advisors LLC, member FINRA, SIPC, a broker/dealer and Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Great Oak Financial Group mailing address: PO Box 3937, Salem, OR 97302

Office at Salem Heights Plaza: 3468 Liberty Rd S, Salem, OR 97302

Office at Promontory Financial Center: 864 Promontory Pl SE, Salem, OR 97302

Vancouver Office: 16703 SE McGillivray Blvd, Suite 185, Vancouver, WA 98683

This site is published for residents of the United States only. Financial Advisors of Cetera Advisors LLC, may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisors listed on the site. Visit the Cetera Advisors LLC site at www.ceteraadvisors.com.

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