Salem Heights Plaza 

Phone: 503-364-0950

Toll Free: 800-258-7077

Promontory Financial Center

Phone: 503-362-0334

Mission Statement

Our Associates are committed to helping their clients to potentially...

  • Clarify their financial objectives
  • Find solutions tailored to their changing goals
  • Adopt simple and effective strategies for asset growth
  • Attain long-term financial security

At Great Oak Financial Group, clients...

  • Are the most important people we meet with
  • Are the special VIPs who call on the phone
  • Are the reason for our work...not interruptions to it
  • Are individuals with names, needs and feelings
  • Are the reason we work in financial services

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

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 advisor(s) listed on the site, visit the Cetera Advisors LLC site at

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