Oak Street Investments - Greenwood Village, Colorado

Oak Street Investments: Una opción confiable para tus necesidades financieras

Con sede en Greenwood Village, CO, Oak Street Investments ofrece una variedad de servicios financieros a través de su ubicación estratégica en 5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111. El equipo de expertos de la empresa está comprometido con brindar asesoramiento financiero personalizado y orientado a largo plazo para ayudar a sus clientes a alcanzar sus objetivos.

Especialidades y servicios

Oak Street Investments se especializa en ofrecer servicios de planning financiero y compañías de inversión, lo que les permite a sus clientes acceder a una amplia gama de herramientas y recursos para gestionar sus activos y tomar decisiones informadas sobre sus finanzas.

Características y beneficios

• Online appointments: Los clientes pueden programar citas virtuales para discutir sus necesidades financieras con los expertos de la empresa.
• Onsite services: La empresa ofrece servicios en su ubicación física, lo que permite a los clientes interactuar con sus asesores de manera más personalizada.
• Accesibilidad: La entrada y el estacionamiento del edificio están diseñados para ser accesibles para personas con discapacidad, lo que facilita la visita de los clientes.

Información recomendada

Para obtener más información sobre los servicios de Oak Street Investments, se recomienda visitar su página web en oakstreetinvestments.com o contactarlos directamente al teléfono 205156822.

Opiniones y reconocimientos

Según las opiniones de los clientes, Oak Street Investments ha demostrado ser una empresa confiable y profesional. Los expertos de la empresa tienen una gran experiencia y conocimiento en el campo financiero, lo que les permite ofrecer soluciones personalizadas y efectivas para las necesidades de sus clientes.

Recomendación final

Si estás buscando una empresa confiable para asesorarte sobre tus necesidades financieras, Oak Street Investments es una excelente opción. Con su experiencia y compromiso con la excelencia, están seguros de brindarte los mejores servicios para ayudarte a alcanzar tus objetivos financieros. No dudes en contactarlos a través de su página web para obtener más información y programar una cita.

👍 Reviews of Oak Street Investments

Kyle C.

5/5

Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights. He can create a quality financial strategy for a wide range of situations. I love that he's a fee-only fiduciary. Ultimately, I highly recommend Jake and everything he does.

Katie E.

5/5

Jake is my go to person for financial planning, he puts his clients first and has their best interest at heart. Jake approaches helping his clients out by first understanding what they want, helping them see where they need assistance and providing education along the way all of this is in addition to the financial planning piece. He cares about you as a person and wants to help you plan for your future! I trust Jake with anyone I know, he is the best there is.

Michael M.

5/5

Jake is knowledgeable and communicates effectively and regularly,. He tailors investment strategy to our unique objectives. He is disciplined and does not react to day to day market fluctuations. His flat fee model is very attractive and frees him from many conflicts of interest common to other advisors.We have been very satisfied with our experience.

Sean M.

5/5

Our experience with Jake has been nothing short of wonderful. He is a true fiduciary, placing our needs above his own and has been an important advisor through a number of big life changes for us. He knows us as people and is somebody with whom we can chat like a friend but rely upon advice like a professional financial expert.

Ed C.

5/5

We started working with Jake as we began the pre-retirement process. Our experience has been outstanding In addition to all the advice we had expected, we have been pleasantly surprised by the additional analysis and recommendations Jake has offered. He is a very capable consultant, and we look forward to a positive ongoing relationship with him. (And he has excellent taste in coffee!)

Connie P.

5/5

Jake with Oak Street Investments is a phenomenal financial advisor. He spends the time to research your unique situation and offers tailored advice that actually works for you! He has helped me face some difficult realities with great compassion. I am a lot closer to freedom from debt and a lovely retirement because of his work. Thank you, Jake!

Beverly M. M.

5/5

Jake is knowledgeable and great to work with. He did a financial plan with us which we keep updated. He has also done extremely well with our investments. He is readily available as needed and we could not be more pleased. Love his personality!

Brianna S.

5/5

Jake is your guy when it comes to financial investing! His team is one of the only I know of that charge a flat fee upfront no matter your investment size or type, so you know his interest are aligned with yours and not the investment companies. This was a big issue for me previously, so I can fully stand behind their strategy. He is extremely knowledgable and instantly makes you feel comfortable. Did I mention he is hilarious? Please don't look anywhere else when it comes to a financial planner. I feel 100% confident referring him to my friends and family.