Great Oak Wealth Management Services, LLC is a registered investment adviser offering advisory services in the Commonwealth of Pennsylvania and in other jurisdictions where exempted. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute.
The content of this site is provided for informational purposes only, and does not constitute a recommendation or advice, or an offer to sell any product or service. There are no warranties, expressed or implied, as to the timeliness, accuracy, or completeness of the information posted on this site, or any linked website.
All information and ideas provided should be discussed in detail with an adviser, accountant, or legal counsel prior to implementation. Follow-up or individualized responses to consumers in a particular state by our firm in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant to an applicable state exemption.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
This website may provide links to others for the convenience of our users. Our firm has no control over the accuracy or content of these other websites.