Your personal financial advising team

Serving families for generations

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Your success story begins here

There is no one size fits all

Handcrafted Financial Plans

With The Oak Financial Group you get the whole team.
Sound advice. Sound decisions. Over 150 collective years of industry experience.

Planning your Estate

Design a legacy that will live on through generations to come.

Planning your Present & Future

Grow your legacy. The most valuable part of financial freedom is your time.

Planning your Business

Be the company that people stick around for.

You Call, We Answer

A Family Approach to Finance

Answering the phone with real people since 2002. We believe in taking a personal approach to financial advising, which is why you will always be greeted with a team member and not a machine, ready to help you.

From an old wise man

“What you put into life is what you get out of it.”

Clint Eastwood

Get In Touch

121 East Myrtle St.
Ste B
Angleton, TX 77515

(979) 849-2700

(979) 849-2724

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