The Oak Ridge Financial Services Group

With customized advice and guidance, we help you build a financial strategy targeted toward achieving your financialgoals. You can depend on our investment management experience to help you develop strategies and solutions forpursuing financial security, no matter where you are in life.

Raymond James Financial Services, situated in Minneapolis, MN, is a distinguished financial institution that excels in providing personalized wealth management services, investment banking expertise, asset management solutions, and capital market offerings. Catering to a diverse clientele including individuals, businesses, and municipalities, they offer comprehensive financial planning, portfolio advisory strategies, and specialized support tailored to each client's unique financial objectives. With a wealth of experience at their disposal, Raymond James specializes in guiding clients through intricate financial landscapes, offering meticulous analysis and individualized care to help them make informed decisions. Renowned for their emphasis on prudent risk management, Raymond James empowers clients to both safeguard and grow their financial resources while facilitating effective wealth transfer strategies. Despite their global reach, the company maintains a strong community-focused ethos, ensuring that clients receive attentive, meaningful, and objective-driven solutions. By blending detailed analysis with personalized attention, Raymond James Financial Services stands out as a reliable partner in navigating the complexities of the financial world, empowering clients to achieve their financial goals with confidence. Generated using this brand's available information

Okabena Partnership, founded in 1969, generates investment performance, supported by client service, so investors can achieve financial success. The company does this by pooling assets to reduce fees and to provide broad diversification and access to money managers and unique asset classes from which the largest foundations and endowments benefit. Okabena sets realistic and achievable investment goals for its clients. It focuses on the proper investment time horizons and takes advantage of diversification.