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THE OAK FINANCIAL GROUP, LLC.
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THE OAK FINANCIAL GROUP, LLC.

121 East Myrtle St., Ste B Angleton, TX 77515

Phone:

  • 979-849-2700

Fax:

  • 979-849-2724

E-mail:

  • Rick.moore@ofgtexas.com
  • Shelby.moore@ofgtexas.com
  • Jeremy.vernor@ofgtexas.com
  • Andy.couch@ofgtexas.com
  • Ted.ginsberg@ofgtexas.com
  • Nolan.ginsberg@ofgtexas.com
  • James.rodgers@ofgtexas.com
  • Greg.harris@ofgtexas.com
  • amy.coulter@ofgtexas.com
  • jennifer.wren@ofgtexas.com

Videos

We have interesting videos for you to watch on my site.

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Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

                           

Should You Sell When the Market Drops?

The stock market can take investors on a wild ride. Should you consider selling your stocks when the market drops?

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Transcript

Newsletters

  • Closed-End Funds May Offer Higher Income

    Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

  • Buying a Condo? Focus on the Financials

    Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

  • REITs Offer Income and Diversification

    Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

  • How Has SECURE 2.0 Affected 401(k) Plans?

    The SECURE 2.0 Act introduced new features designed to make 401(k)s even more appealing to workers.

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Calculators

  • Roth IRA Conversion

    This calculator can help you determine whether you should consider converting to a Roth IRA.

  • Car Affordability

    How much can you afford to pay for a car?

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

  • Federal Income Tax

    This calculator can help you estimate your annual federal income tax liability.

More Calculators »

Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. The Oak Financial Group and Arkadios are not affiliated through any ownership.

Securities licensed in: AR, AZ, CA, CO, FL, GA, ID, IL, IN, LA, MD, NC, NM, NJ, NY, OH, OK, SC, TN, TX, WA

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck