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Virtual Video Meeting


Oak City Financial operates as a fully virtual firm situated in North Carolina, extending its services across the entire Triangle region and to clients nationwide, irrespective of their geographical location. Our consultations take place through Zoom online meeting services, leveraging a technologically advanced platform that ensures secure file exchanges and upholds the utmost level of confidentiality. To explore the potential alignment of our services with your goals, feel free to reach out to Brandon Norwood, Founder and Financial Planner.


Oak City Financial

By Virtual Appointment

Wake Forest, NC 27587


(919) 670-0158


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