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Oak Financial Advisors is an independent financial advisor and wealth management team that is centered on YOU and YOUR goals. Our main office is in Angleton, Texas and our second office is in Tyler, Texas.
YOUR PROSPERITY IS OUR PRIORITY
MISSION STATEMENT
To help people make smart choices with their money so they can live their life on purpose for the reasons that are important to them.
A new tax-advantaged investment account officially launched on July 4th: the 530A account, also known as a Trump Account, which is designed to help children get a head start on their financial future.
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