OAKMONT FINANCIAL GROUP

Our goal is a life-long relationship with each of our clients. The foundation of that relationship is open, honest communication, and an ongoing commitment to your financial success... Our approach has a comprehensive wealth management focus with an emphasis on retirement planning and investment management. Whether you want to preserve and build your wealth, plan for the financial well-being of the next generation, or manage your investment risk, our team has the experience and resources necessary to assist. We are powered by the resources of Intrua Financial, which provides us with in-depth, independent research and a wide range of tools and resources to provide you with objective, comprehensive financial guidance... At Oakmont Financial Group our goal is to help our clients with every aspect of their financial lives. We provide personal service and we strive for the financial stability and security that will make your dreams a reality.

Also known as: Oakmont Financial Group, LLC

Primary location: Santa Rosa United States