JOURNEY OAK FINANCIAL

At Journey Oak Financial we are focused on providing comprehensive guidance to help clients meet their established goals through financial planning, ongoing investment monitoring and adjusting where necessary to meet life changes. We work with individuals at all phases of life and circumstances, focusing on family dynamics, planning for the next generation where appropriate. As we help you to pursue financial balance, we strive to gain a deep understanding of your values, aspirations and concerns... Life is a journey . . . we help navigate financial transitions with strength, integrity, and compassion, planning to help meet the individual's desired lifestyle... We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial..

Primary location: Tulsa United States