Great Oak Financial Group

Great Oak Financial Group is an independent financial services firm based in Salem, Oregon, dedicated to meeting the financial needs of individual investors and businesses across the Willamette Valley, including areas such as Portland, Vancouver, and Albany. With a focus on personalized financial planning and retirement strategies, the firm aims to help clients achieve their specific goals through creative strategies and education in investments and tax-advantaged programs. The team at Great Oak fosters a collaborative environment, where associates share insights and expertise to enhance service delivery. They offer a range of investment management services, retirement plans, and insurance solutions, tailored to support the financial well-being of individuals, families, and businesses alike. Generated from the website

Goldmark Financial Planners, LLC is an Oregon-based independent registered investment adviser that provides comprehensive and low-cost investment, insurance, and financial planning advice to individuals, families, and small owner-operated companies. They offer fee-based investment and financial planning services, including portfolio management, account management, and assistance with rollovers, transfers, and account setup. Additionally, they assist clients in researching and solving specific financial questions or situations on an hourly basis. Goldmark Financial Planners is dedicated to finding the best solutions for life, health, disability, long-term care insurance, and annuity purchases by searching the market for options that best fit their clients' needs. Founded by Wolfgang Sailler in 1993, Goldmark Financial Planners has a team of experienced professionals, including Joseph D. Witt, who is a Certified Financial Planner. With a focus on helping clients set and achieve their financial goals, Goldmark Financial Planners is committed to providing personalized and tailored financial planning services. They are licensed for business in Oregon and can serve a limited number of clients in other jurisdictions where exemptions to domestic registration apply.Generated from the website

Opal Creek Capital is a financial services firm based in Salem, Oregon. Specializing in investment management and wealth advisory services, the company caters to a diverse clientele seeking personalized financial solutions. With a focus on long-term financial planning and risk management, Opal Creek Capital aims to help individuals and businesses achieve their financial goals. The company prides itself on offering transparent and tailored financial strategies to support clients in navigating the complexities of the financial landscape. Generated from their business information