1OAK

1.oak Financial

@ideas_by_mike_llc

Norfolk, Virginia
https://www.1oakfinancial.com/
Financial Services

Overview

About 1.oak Financial

Your life is like no one else’s. Why should your financial plans be any different?

We believe every person needs their own individual, personalized plan to achieve their dreams, which means we will never sell a one-size-fits-all solution. Our ultimate goal is to help our clients build the unique financial future that allows them to thrive, especially if they’ve never had access to it before. And, through our unbiased, personalized financial advice, clients have been achieving their goals and making an impact for over 20 years.

Start now by sharing your story with us, so we can help you write the next chapter.

Disclosure: Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, coaching, and education services offered through Ideas by Mike, LLC, DBA 1.oak Financial. Ideas by Mike, LLC, including any and all DBAs it may be operating under, is a separate and unaffiliated entity from Advisory Alpha, LLC.

Headquarters

Norfolk, Virginia

Website

https://www.1oakfinancial.com/

Company Size

11-50 employees

Industry

Financial Services

Company Type

Public Company

Founded

-

Specialties

Financial Planning, Retirement Planning, Federal Benefits Consulting, Certified Fiduciary, Risk Planning, Tax Planning, Legacy Planning, Long-Term Care Planning, Investment Planning, Market Downturns, Portfolio Diversification, Federal Retirement Consulting, Finance Education, Estate Planning, Succession Planning, Business Launch Consulting, Public Speaking, Money Tips, Financial Literacy, Certified Financial Fiduciary, and Certified Financial Planning

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