Oak Financial Group INC

Oak Financial Group, Inc. has been in business since May 1990, offering investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension plans, and other business entities. Oak Financial Group manages portfolios on a discretionary and non-discretionary basis, primarily using no-load mutual funds and alternative investments tailored to each client's specific investment objectives, time horizon, and risk tolerance. In addition to managing investments, Oak Financial Group provides comprehensive financial planning and consulting services covering areas such as investments, insurance, and retirement strategies, which are included without any additional fees for investment management clients.