Salem Heights Plaza 

Phone: 503-364-0950

Toll Free: 800-258-7077

Promontory Financial Center

Phone: 503-362-0334

Products and Services

Great Oak Financial Group associates can provide for your financial needs in a wide variety of ways:

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)
  • Deferred Compensation (457 Plan)
  • Individual and Joint Brokerage Accounts
  • Trust Accounts
  • Custodial Accounts
  • College Savings Plans (including 529 plans)

Retirement Plans for Businesses:

  • 401(k) Plan
  • Deferred Compensation (457 Plan)
  • Simple IRA (Self-Employed or Small Company Plan)
  • SEP IRA (Simplified Employee Pension)
  • Profit Sharing and Money Purchase Plans

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
  • Self-Directed IRA

Investment Types Include:

  • Mutual Funds
  • Fixed and Variable Annuities
  • Stocks / Bonds
  • REITs
  • Certificates of Deposit
  • Other

Other Services:

  • Long-Term Care Insurance
  • Life Insurance (Term and Permanent, including Variable Life)
  • Disability Insurance 

If you would like more information on how any of the above could help you, contact an associate at Great Oak Financial Group by phone or e-mail, or click on Contact Us above.


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.

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

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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