Oak Mountain Financial Group, Inc.
Business details
- Category
- Financial Services · Financial planner
- Address
- 100 E St Ste 106, Santa Rosa, CA 95404
- Phone
- (707) 526-1203
- Website
- Searching the web…
- County
- Sonoma County
Hours
- Monday: 9 AM–4 PM
- Tuesday: 9 AM–4 PM
- Wednesday: 9 AM–4 PM
- Thursday: 9 AM–4 PM
- Friday: 9 AM–4 PM
- Saturday: Closed
- Sunday: Closed
About
For financial planning in Santa Rosa, Oak Mountain Financial Group, Inc. is here to help families and individuals across Sonoma County plan with confidence. We are a financial planning firm serving clients throughout the North Bay, bringing thoughtful guidance to each stage of their financial lives.
Our work centers on building personal financial plans tailored to your goals, whether you are saving for the future, preparing for retirement, or organizing your finances. We take the time to understand your situation before recommending any next steps, so every plan reflects what matters most to you.
Our approach is clear and patient, and we aim to explain each decision in plain language so you always know where you stand. Whether you are just beginning to plan or refining a strategy you already have, we are glad to sit down and talk through your options.
Call us or stop by our office to start the conversation.
Our work centers on building personal financial plans tailored to your goals, whether you are saving for the future, preparing for retirement, or organizing your finances. We take the time to understand your situation before recommending any next steps, so every plan reflects what matters most to you.
Our approach is clear and patient, and we aim to explain each decision in plain language so you always know where you stand. Whether you are just beginning to plan or refining a strategy you already have, we are glad to sit down and talk through your options.
Call us or stop by our office to start the conversation.