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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.

View Videos

Calculators

You can review interesting calculators on my site.

View Calculators

Contact Us

Please feel free to contact us with any questions.

Contact Us

                           

Stocks and Stock Mutual Funds 101

Investing in stocks and stock funds can help you pursue financial goals, but consider the risks and rewards first.

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Transcript

Newsletters

  • What Can You Learn from Your Tax Return?

    Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

  • Have You Set a Retirement Savings Goal?

    Completing this simple worksheet can help establish a realistic retirement savings target.

  • Three Ways to Help Build Financial Resilience

    Here are some steps to help handle challenging times and potentially emerge even stronger.

  • Foreign Stocks Outperformed in 2025

    Although U.S. stocks have provided a higher return over the past 20 years, foreign stocks outperformed in seven of those years, including 2025.

More Newsletters »

Calculators

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Mortgage Acceleration

    This calculator can help you determine how soon you can pay off your mortgage.

  • Lifetime Earnings

    This calculator is designed to help you attach a dollar figure to your life’s work.

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.

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