WHO ARE WE
MEET BRANDON NORWOOD
Hello, I'm Brandon! Welcome to Oak City Financial! I am dedicated to helping you achieve financial freedom and live the life of your dreams. I am passionate about improving financial literacy and empowering individuals to make informed financial decisions. With years of experience in the industry, I am committed to providing personalized solutions tailored to your unique needs. Whether you're looking to pay off student loans, buy a home, merge finances with your partner or start a business, I am here to guide you every step of the way. Let me help you take control of your finances and build a brighter future.
I'm originally from right outside of Philadelphia, PA, but I grew up in Raleigh, NC. I graduated from the College of Charleston in Charleston, SC. I currently live in Franklinton, NC with my wife, Jessica, our daughter, Aston, our son, Roman, and our dog, Remi. Before founding Oak City Financial, I worked in the financial service industry for eight years in various roles.
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THE FIRM
At Oak City Financial, we specialize in providing expert financial planning services to individuals and families in North Carolina and across the United States. Our mission is to guide you towards financial empowerment and security. Through personalized consultations, meticulous analysis, and strategic planning, we help you navigate your unique financial landscape. Whether you're an aspiring millennial, an established professional, or a growing family, we offer tailored solutions that align with your goals. From budgeting and investment strategies to retirement planning and estate considerations, we're committed to equipping you with the knowledge and tools needed to make informed financial decisions and build a prosperous future.
OAK CITY FINANCIAL CORE VALUES:
Trust
Education
Dedicated to both our clients' growth and our own, we continually expand our knowledge by staying abreast of industry trends, cutting-edge planning strategies, and technological advancements. This commitment ensures that we not only meet our clients' needs effectively but also offer them the utmost quality in financial advice.
Collective Responsibility
Collective responsibility is the cornerstone of a thriving financial planning relationship. It signifies the shared commitment between planner and client to collaboratively steer the financial journey. Through mutual engagement and accountability, both parties contribute to informed decision-making and goal attainment, fostering a harmonious path toward financial success and peace of mind.
Communication
Clear and effective communication forms the bedrock of a successful financial planning relationship. It fosters understanding, builds trust, and ensures that clients' unique goals and aspirations are translated into tailored strategies. Open dialogue empowers both parties to collaborate seamlessly, make informed decisions, and navigate the financial journey with confidence and precision.
Care
In a financial planning relationship, genuine care is paramount. It's the compass guiding every decision and recommendation, ensuring that clients' well-being and aspirations are at the forefront. With care as the foundation, a meaningful partnership is forged, enabling clients to navigate their financial path with a trusted ally who is invested in their success and future security.