CONNECT

Address:

1580 S. Milwaukee Ave. Suite 606
Libertyville, IL 60048

Phone:

630.773.0600

Fax/Other:

630.467.1780

Branches of investing

My firm Blue Oak Financial Services, located in Chicago's north suburb of Libertyville Illinois, is a full-service independent financial advice firm committed to helping people succeed in pursuing their financial goals.

My philsophy consists of three branches:

1. Investment Management - Investing is about risk.  You and I can't control the future but we can manage risk.  Risk is the most important branch and the most overlooked when investing.

2. Communication - We must communicate on an ongoing basis, it's paramount to your financial success.  Results will be explained to you in simple and easy to understand terms a few times each year.  Strong relationships are rooted in effective communication. 

3. Reasonable Fees - You can develop a relationship with a trusted financial adviser at a very reasonable cost.  Each and every fee is explained in clear terms so there are never any surprises.
 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck