Salem Heights Plaza 

Phone: 503-364-0950

Toll Free: 800-258-7077

Promontory Financial Center

Phone: 503-362-0334

Event Updates

2017 Events

Open House

Thank you to all who were able to attend our Open House and celebration of our new main office location on June 6, 2017. A big shout out to the Greater Salem Chamber of Commerce for hosting our official ribbon cutting ceremony. We welcomed the attendance of two colleagues from our home office, Cetera Advisors, LLC. Kate Mills, our relationship manager, and special guest and speaker Erinn Ford, President of Cetera Advisors. If you were unable to join us we welcome you to stop in and see our new office anytime!


2016 Events

Community Shred Event

Great Oak Financial Group, in collaboration with Wix Insurance Agency, and Porth & Unrein, PC, hosted its second successful free document shredding event. Many more people took advantage of the secure shredding of sensitive documents.  Our Greater Salem Young Life worked hard for our clients and local shredding participants.  Keep an eye out for information on future events.


2015 Events

Community Shred Event Results

On Saturday, November 7, 2015, we held our first ever free document shredding event, partnering with, Wix Insurance Agency, and Porth & Unrein, PC.  Volunteers from Greater Salem Young Life joined in the fun at Promontory Financial Center in south Salem to help our clients and the local community prevent fraud, protect their identities, and recycle.  A mobile shredding unit from Shred 4 Less was on hand to securely destroy sensitive documents.   

During the three-hour event, over 50 cars came by to drop off bags and boxes of sensitive documents for shredding.  In addition to preventing fraud, this event made a real impact on the local environment: we recycled approximately 3,300 pounds of recyclable paper.  As a result of this, the following resources were conserved:

  • 28 Trees
  • 627 Gallons of Oil
  • 11,500 Gallons of Water
  • 6,600 Kilowatt Hours of Energy
  • 5 Cubic Yards of Landfill Space

We would like to thank the Young Life volunteers for their help!  Thanks to the generous donations made during this event, a gift of $470 was made to help send kids to Young Life camp. 

We were excited to be able to offer this free and necessary service, and look forward to doing it again!

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

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

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