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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, 2022

Understanding Exchange-Traded Funds

Finance

Thinking about where to invest your money can be overwhelming and confusing, especially for those who are unfamiliar with all options for investing. If you’d

Read More
Kimberly Harris | Feb 13, 2022

Explaining the Benefits of a 401(k) to Young Adults Entering the Workforce

Finance

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new

Read More
Kimberly Harris | Jan 13, 2022

How to Finance Your Dream Car

Finance


Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something

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Kimberly Harris | Dec 13, 2021

Should You Retire at the Same Time As Your Spouse?

Retirement

If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the

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Kimberly Harris | Nov 13, 2021

Financial Management for Couples: When a Spender and a Saver Fall in Love

Finance
Relationships can be filled with tricky financial situations. Here are some tips on navigating money management as a team.
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Kimberly Harris | Oct 13, 2021

Common Investor Biases and How They Can Impact Your Finances

Investments
No matter how you invest, you may have biases that are impacting your decisions. Are you affected by one of these common biases?
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Kimberly Harris | Sep 13, 2021

The Risk of Reverse Dollar-Cost Averaging for Retirees

Retirement
Investments
What exactly is dollar-cost averaging? And how can reverse dollar-cost averaging be risky to those who live on a fixed income?
Read More
Kimberly Harris | Aug 13, 2021

Selling Your Home After Retirement: The Benefits of Downsizing

Retirement
Savings
Real Estate
Nearing retirement age and looking to reduce your expenses? Moving to a smaller home may help you save.
Read More
Kimberly Harris | Jul 13, 2021

Passive Income Investments: How to Make Your Money Work for You

Investments
Savings
Looking to potentially increase your income without working extra hours? A passive income investment may bring you closer to your wealth-building goals.
Read More
Kimberly Harris | Jun 13, 2021

Retirement Calculator: Are You On Track to Reach Your Goals?

Retirement
Savings
Thinking about retirement and fixed-income living can be overwhelming. Here are some things to consider when planning your retirement.
Read More
Kimberly Harris | May 13, 2021

9 Important Details about Early Retirement Plan Rollovers

You’re probably aware that there are many options for retirement planning including 401(k)s, IRAs, Roth IRAs, and more. Some of the more common plans are

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Kimberly Harris | Apr 13, 2021

4 Education Investment Accounts to Grow College Savings

Are you anxious about rising higher education costs? College can be a valuable experience, but it’s becoming less affordable since costs are growing at approxim

Read More

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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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