Oak Financial Advisors is an independent financial advisor and wealth management team that is centered on YOU and YOUR goals. Our main office is in Angleton, Texas and our second office is in Tyler, Texas. Tell us what is important to YOU. To help people make smart choices with their money so they can live their life on purpose for the reasons that are important to them.
Learn the story behind the extreme volatility of "meme" stocks promoted through social media, including the risk for individual investors. This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds. This article provides an overview of the pros and cons of a type of term policy - return of premium life insurance.
Learn the story behind the extreme volatility of "meme" stocks promoted through social media, including the risk for individual investors. This article discusses corporate credit ratings and some differences between investment-grade and speculative-grade bonds. This article provides an overview of the pros and cons of a type of term policy - return of premium life insurance.
Services
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals.
We are a full-service financial advisor firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. It is not that we are simply in the business of assisting you with your insurance and investments, it is our goal to provide a uniquely personal expeience!
We have been working with individuals and businesses for 20 years and our roots run deep. Oak Financial Advisors and The Oak Financial Group have a combined experience in excess of 65 combined years. We offer extensive personal and professional experience that encompasses investment management, retirement planning, insurance and group benefits planning.
James is a native Texan born in the south Texas town of Refugio. The son of a minister, he grew up in Refugio, Freeport, McAllen, and San Antonio, Texas, and Oppolousas, Louisiana. After graduating from college, James worked for 19 successful years at the Dow Chemical Company in various research and engineering departments.
James is pleased to have Jeremy as a value added partner. There are certain risks that are especially challenging when planning for retirement, such as market volatility and one's longevity. Jeremy helps manage our client's investment risk, manage portfolios, and is the key person for alternative investment stategies.
Reviews (1)
Kathryn Haarmann
Jan 25, 2019
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Great way to plan big financial decisions. Tons of experience in insurance, investing, retirement planning, and college funds. Several of my friends use them and are doing well for retirement. Wonderful to work with, they really want to help your life more so than make a profit off of your money. They care about where you see your life and your goals for your money.