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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

                           

3 Potential Benefits of Dollar-Cost Averaging

Dollar-cost averaging is a disciplined investing approach and is one way to ride out market fluctuations.

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Transcript

Newsletters

  • Midyear Checkup: Can You Contribute More to Your Retirement Plan?

    With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.

  • The Corporate World Is All-In on AI

    As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.

  • Navigating Medicare Open Enrollment

    The Medicare Open Enrollment period runs from October 15 to December 7 and allows various changes related to Original Medicare, Medicare Advantage, and Medicare Prescription Drug plans.

  • Goodbye Passwords, Hello Passkeys

    As major tech companies, apps, and websites make passkeys their default security option, it’s likely you’ll be prompted to set them up to help secure your accounts.

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Calculators

  • Roth IRA Conversion

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

  • Lifetime Earnings

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

  • College Funding

    Use this calculator to estimate the cost of your child’s education, based on the variables you input.

  • Savings Accumulation

    Estimate the future value of your current savings.

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