The Oak Financial Group Employee Directory

Financial ServicesTexas, United States0-1 Employees

We are an independent financial firm that has been helping clients establish and maintain their long-term financial goals since 2003. We'd want to be respected, informed, and heard. We don't expect our clients to demand any less. At The Oak Financial Group, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm! Our Mission is to care for our clients in the way we'd want for ourselves, Know our clients and their goals, Treat clients like people, not like portfolio balances, and Empower clients to feel confident about their decisions. We offer access to everything from basic brokerage accounts for people during the accumulation phase of life, to comprehensive Estate and Business planning. Strictly intended for individuals in: Ar,Az,Ca,Co,Fl,Ga,Ia,Il,In,Ks,Ky,La,Md,Mo,Ms,Nc,Nj,Nm,Nv,Ny,Oh,Ok,Or,Sc,Tn,Tx,Va. No offers may be made or accepted from any resident outside of these states due to various state and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network, member FINRA/SIPC(www.finra.org, www.sipc.org), a registered investment advisor. Fixed insurance products and services offered by The Oak Financial Group are separate and unrelated to Commonwealth. The Oak Financial Group, 121 E. Myrtle St., Ste, B., Angleton, Tx. 77515, 979-849-2700. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html

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