It's not just about your money, it's about your life. We understand how complex your life and financial situation can be, and we are here to help. Whether you are nearing retirement, in retirement, had a life altering event or just need a financial plan, we provide you with the information to make suitable decisions for your financial future.
Today's economic environment presents many challenges, but along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Financial independence is our first priority. We identify your dreams and goals along with understanding your tolerance for risk.
Today's economic environment presents many challenges, but along with these challenges comes opportunities and potential rewards for those who can identify long-term trends. Financial independence is our first priority. We identify your dreams and goals along with understanding your tolerance for risk.
Services
Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals. Manage personal affairs while you're alive and control the distribution of wealth upon your death.
Our mission at Oakcrest Investment Services is to guide our clients toward financial independence through planning. We build long-term relationships with every client to serve as their trusted and knowledgeable advisor. We accomplish these goals through education, training integrity, and outstanding client service.
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Heather provides Advisors with portfolio research and analysis. Heather began working in the business in 2000. She offers insight and analytics to existing portfolios as well as provides guidance for incorporating suggested securities in the advisor's recommended models/portfolios.
She received her BBA in Finance from Kent State University and has continued her education by completing courses in Financial Planning with the College of Financial Planning in Denver.Additionally, she has earned the CFS (Certified Fund Specialist ) designation through the Institute of Business and Finance.
She received her BBA in Finance from Kent State University and has continued her education by completing courses in Financial Planning with the College of Financial Planning in Denver.Additionally, she has earned the CFS (Certified Fund Specialist ) designation through the Institute of Business and Finance.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
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