Reviews for First Oak Financial Inc.

Feb 2024

I would definitely recommend Jeff for your financial planning. He was friendly, knowledgeable and spoke in terms that anyone can understand. He provided me with various scenarios to help me navigate the future. Thanks Jeff!
Jun 2023

Jeff and I do collaborative work with clients and he is always reliable, professional and very knowledgeable. I have no hesitations referring my clients to him if they are in need of insurance, investing or financial planning. Highly recommend.
Aug 2022

I recently approached First Oak Financial Inc. for advice around retirement and estate planning, Jeff did not disappoint! I find him to be very engaging, highly knowledgeable, and genuinely committed to the best interest of his clients. I look forward to an ongoing “partnership” and would absolutely encourage anyone in need of guidance, in the often confusing world of finance, to give Jeff a call.

From First Oak Financial Inc.

First Oak Financial Inc. is a full-service financial planning firm based out of Port Moody, BC, serving individual and corporate clients throughout the province. We provide life insurance, investments, and planning services for individuals, families, and businesses. As independent brokers, we have access to the top financial products in the marketplace and are not obligated to sell a certain company's products over another - First Oak is independently-owned and operated. At First Oak, we work closely with our clients to identify needs, objectives and opportunities, subsequently implementing a course of action that checks all the boxes. The end result is financial security & prosperity, both in the immediate future and down the road.

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

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Ratings

Google: 5/5