General Info

The Journey towards Financial Security can be difficult for many. Understanding every aspect of personal finance can be daunting and overwhelming at times. That is where Doak Financial comes in. We are here to guide you through your Journey and help navigate some of the difficulties along the way. We have the tools, experience, and training to help. As an Advisory Based Firm with Brian Doak, a CERTIFIED FINANCIAL PLANNER™ on staff, you can have confidence that the Clients’ Best Interest always come first. Let's find time to visit and learn more about one another. We would love to explore your “River of Life” and determine if our services would be a valuable.