The Oak Financial Group

We are an independent financial firm that has been helping clients establish and maintain their long-term financial goals since 2003. We'd want to be respected, informed, and heard. We don't expect our clients to demand any less. At The Oak Financial Group, we entirely believe in the power of individual choice. After all, it was that same power that founded our firm!Our Mission is to care for our clients in the way we'd want for ourselves, Know our clients and their goals, Treat clients like people, not like portfolio balances, and Empower clients to feel confident about their decisions.We offer access to everything from basic brokerage accounts for people during the accumulation phase of life, to comprehensive Estate and Business planning.We are located at 121 E. Myrtle St., Ste. B, Angleton Tx. 77515 Investments in securities involve risk, including the potential loss of principal invested.This communication is intended for individuals residing in the states of AR, AZ, CA, CO, FL, IL, IN, LA, MD, NM, NY, OK, SC, TN, TX. No offers may be made or accepted from any resident outside the specific states referenced. IMPORTANT: Please contact me at shelby.moore@ofgtexas.com or jeremy.vernor@ofgtexas.com or by calling 979-849-2700.The site may contain links to articles or other information that are contained on a third party website. SagePoint Financial does not endorse or accept responsibility for the content, or the use, of the web site. SagePoint Financial assumes no liability for any inaccuracies, errors or omissions in or from any data or other information provided on the pages. SagePoint Financial is not affiliated with any social media website. We do not expressly or implicitly adopt or endorse any of the expressions, opinions or content posted by fans or any third parties on social media sites. We do not control, serve, adopt or endorse any content that may be published on any social media site. No part of any social media site is intended to make a recommendation or state a testimonial for or about a security, service or product, or to provide investment, tax or any other advice. At our discretion, we may block followers or remove comments for any reason. We request that you keep your comments within the purposes of this site. In your comments, please avoid specific mention or discussions about investment advice or products, specific securities or investments, or trading strategies. The entire content of the site, including third party posts, is archived by the broker-dealer to comply with securities regulations. Securities, insurance and advisory services offered through SagePoint Financial, Inc., member FINRA/SIPC. The Oak Financial Group is a marketing name. It is up to you to read and understand the privacy policies and terms of service for each social media site you participate in, which includes joining any groups. While we have a presence on one or more social media pages, we have no control over how the social media sites or other third parties will use the information you share. To view the privacy policy of our broker-dealer, please go to:http://www.sagepointfinancial.com/sites/sagepointfinancial.com/files/docs/Privacy-Policy-SPF.pdf