Great Oak Financial Group is an independent financial services firm located in the Willamette Valley, serving the needs of individual investors and businesses in Salem, Portland, Vancouver, McMinnville, Albany, Corvallis and surrounding areas. The main office is located in Salem. Great Oak's investment professionals are involved in providing confidential, personalized financial services with a specialty in retirement planning.
Our primary interest is in providing financial strategies and programs that will help our clients achieve their specific goals. We focus on identifying the needs and goals of our clients, providing creative strategies, and educating them in the world of investments and tax-advantaged programs.
Our primary interest is in providing financial strategies and programs that will help our clients achieve their specific goals. We focus on identifying the needs and goals of our clients, providing creative strategies, and educating them in the world of investments and tax-advantaged programs.
Services
Great Oak Financial Group and its parent company, Great Oak Advisors, Inc., was founded in 1995 by James Sawyer and Ross Collingwood, after several years of working in financial services. Both men came from backgrounds in education and teamed up to establish this independent financial planning and advisory firm.
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