Blue Oak Wealth Management is a Fresno-based financial firm that offers holistic financial planning, investment strategies, and insurance services. With a team of experienced professionals, they provide personalized solutions to help individuals and families achieve their financial goals.
Committed to providing accurate information and tailored advice, Blue Oak Wealth Management takes a comprehensive approach to financial planning, considering tax and legal implications. They are registered representatives of Cetera Financial Specialists LLC and offer securities and advisory services through this entity. Whether clients need assistance with retirement planning, investment management, or insurance coverage, Blue Oak Wealth Management is dedicated to helping them navigate the complexities of the financial world.
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