White Oak Financial Planning

Closed
820 E Terra Cotta Ave
Crystal Lake, IL 60014

White Oak Financial Planning Inc. is a fee-only financial advisory firm based in Crystal Lake, Illinois, dedicated to providing individualized, objective financial planning services. Founded by Mary Alice Fellers, the firm focuses on empowering clients to make informed financial decisions and achieve long-term financial well-being without the influence of commissions or referral fees.

The firm operates under a flexible, as-needed approach, allowing clients to choose the financial planning services that best suit their unique circumstances and goals. With no minimum investment requirements, White Oak Financial Planning caters to a diverse clientele, helping them navigate the complexities of financial planning at any stage of their financial journey.

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United StatesIllinoisCrystal LakeWhite Oak Financial Planning