WHY OAK CITY FINANCIAL?
I am not your parent's advisor.
Everyone deserves to have access to affordable, unbiased, high quality financial advice, no matter what your financial situation.
The financial challenges that we face are different from those that our parents faced. The way we approach those challenges must be different as well.
Oak City Financial equips our clients with the education, tools and confidence they need to approach today's reality.
What We Do
We help our clients identify their goals and implement a plan to work towards them.
We address your specific financial situation and guide you through the tough decisions.
We go beyond the numbers to make sure you feel confident in your decisions.
LET'S GET REAL ABOUT
Innovative thinking & advanced web technology to help you achieve financial balance
TECHNOLOGY MEETS PLANNING FOR THE FUTURE
All of your financial accounts in one place!
A research group once described financial organizing as feeling like a mix between a dental visit, math class, and marriage therapy. Making smart decisions with your money shouldn’t be painful – it should be rewarding!
We have worked with industry-leading technology companies to help make sure your experience with our firm is nothing like a trip to the dentist. Our goal is to help simplify your financial life and put together a plan that you can actually understand.
Available to our clients at no extra charge