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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

Contact Us

Please feel free to contact us with any questions.

Contact Us

Calculators

You can review interesting calculators on my site.

View Calculators

Videos

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

View Videos

                           

Taking a Financial Inventory

A financial inventory can be done by anyone at any time. It's a good step to getting your financial house in order.

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Transcript

Newsletters

  • Grocery Games: Strategies to Help Stretch Your Food Budget

    Food prices have risen more than 22% since the beginning of 2020, but shopping strategically might help households spend less on groceries.

  • 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.

  • HOT TOPIC: The Fed Lowers Rates in an Economic Balancing Act

    This article looks at the Fed’s dilemma in setting monetary policy to address slowing employment with rising inflation, and the potential effects of lower rates on businesses and consumers.

  • HOT TOPIC: Geopolitics and the U.S. Financial Markets

    This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

More Newsletters »

Calculators

  • Life Expectancy

    Knowing your likely life expectancy is an important factor in making long-term financial plans.

  • Disability Income Insurance

    How much Disability Income Insurance do you need?

  • Savings Goals

    How much do you need to save each year to meet your long-term financial goals?

  • Life Insurance

    How much life insurance would you need to produce a sufficient income stream for your family?

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