Oak Root LLC
Business details
- Category
- Financial Services · Investment service
- Address
- 144 W Napa St, Sonoma, CA 95476
- Phone
- (707) 812-5112
- Website
- oakrootllc.com
- County
- Sonoma County
About
Oak Root LLC is an investment service in Sonoma, helping clients across Sonoma County grow and protect their finances. We focus on building investment plans that match each client's goals, timeline and comfort with risk.
Our work starts with listening closely to where you are today and where you want to be. We explain each recommendation in plain terms so you can make confident decisions about your money.
Our team keeps your portfolio under review as your circumstances and the markets change.
Explore our services on our website or stop by to talk through your financial goals.
Our work starts with listening closely to where you are today and where you want to be. We explain each recommendation in plain terms so you can make confident decisions about your money.
Our team keeps your portfolio under review as your circumstances and the markets change.
Explore our services on our website or stop by to talk through your financial goals.