Oak City Financial
Financial Advising
Why pick this one
Oak City Financial specializes in empowering millennials to master their finances, offering tailored services and over a decade of experience.
Best for
- millennials seeking financial empowerment
- families planning for major life milestones
- individuals aiming to enhance financial literacy
Look elsewhere if
- clients looking for traditional in-person consultations
- those needing immediate emergency financial services
Specialties
- S.M.A.R.T. goal setting
- debt reduction strategies
- cash flow analysis
- strategic tax planning
- investment analysis and management
What makes them different
- operates as a fully virtual firm throughout the United States
- offers a DIY financial planning package
- provides personalized consultations and tailored strategies
- committed to improving financial literacy among millennials
- Years in business
- over a decade
- Serves
- North Carolina, Franklinton
Distilled from this business's own website.
Contact & Location
- Address
- 2626 Glenwood Ave, Raleigh, NC 27608-1037
- Phone
- +19196700158
- Website
- https://www.oakcityfinancial.us/
- brandon@oakcityfinancial.net
Services
- financial planning
- financial advice
- investment management