What'sNearbyTM

What are you looking for?

Close Search
      We apologize for the inconvenience

      The people search feature on Superpages.com is temporarily unavailable. You can still search for people on yellowpages.com since Yellow Pages and Superpages are part of one company.

      You will be automatically re-directed to People Search on yellowpages.com in .

      Oaks Financial Management Inc

      Add to Favorites
      Be the first to review!
      Investment Advisory Service, Financial Planners, Financial Planning Consultants

      30141 Agoura Rd, Agoura Hills, CA 91301

      818-706-8420

      CLOSED NOW: 
      Today: 9:00 am - 5:00 pm
      CallWebsiteView Services

      REVIEWS write reviewWrite a Review

      Be the first to review!
      First-classBetter than mostAbout what I expectedNot the worst...Disappointing
      DETAILS
      General Info
      Oaks Financial Management, Inc * has provided financial peace of mind to our high net worth and business clientele for over twenty years. We specialize in offering a complete approach to all aspects of personal and business financial management. While providing creative solutions to financial dilemmas, we deliver results that have produced satisfaction among our diverse clientele. We work with our clients and their advisors, taking a proactive approach to help them increase their wealth, while creating peace of mind. Oaks Financial Management we act as a liaison between our clients and their accountants, attorneys, bankers, investment managers, realtors and insurance brokers to assure accurate and timely communication, thereby guaranteeing that all of their current financial and business activities are taken into account. We are discreet, reliable, precise and easy to work with. While some clients use our full range of services, others need only a portion. Some clients have their financial team already in place and simply need our bookkeeping, recordkeeping and communication expertise, while others look to us to recommend professionals who can meet their needs.
      Extra Phones

      Fax: 818-706-8430

      Hours
      Regular Hours
      Mon - Fri:
      Categories
      Investment Advisory Service, Financial Planners, Financial Planning Consultants, Retirement Planning Services
      Location
      Amcal Business Ctr
      Other Links

      http://www.oaksfinancialmgmt.com/contact-us.html

      http://www.oaksfinancialmgmt.com

      Suggest an Edit
      Data provided by one or more of the following: Thryv, Data Axle, Yext.