Oakmont Financial Group
Business details
- Category
- Financial Services · Financial planner
- Address
- 6580 Oakmont Dr # B, Santa Rosa, CA 95409
- Phone
- (707) 539-5980
- Website
- oakmontfinancialgroup.com
- 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–1 PM
- Saturday: Closed
- Sunday: Closed
About
Whether you're planning for retirement or looking to grow your savings, Oakmont Financial Group offers financial planning tailored to you. We are a financial planning firm based in Santa Rosa, serving individuals and families across Sonoma County and the North Bay.
Our work centers on helping you set clear goals and build a plan that fits your life, your income and your timeline. We look at the whole picture, from everyday budgeting and investments to long-term strategies for the years ahead.
Our approach is to explain each recommendation in plain language so you always understand where your money is going and why. We take the time to listen first, because every household's situation is different and deserves careful attention.
Visit our website to learn more about our services and get in touch.
Our work centers on helping you set clear goals and build a plan that fits your life, your income and your timeline. We look at the whole picture, from everyday budgeting and investments to long-term strategies for the years ahead.
Our approach is to explain each recommendation in plain language so you always understand where your money is going and why. We take the time to listen first, because every household's situation is different and deserves careful attention.
Visit our website to learn more about our services and get in touch.