Assisting Individuals, Families and Business Owners in the Accumulation and Protection of Wealth
My name is Bill Oakes. Welcome to my web site.
As a financial professional and active member of my community, I am dedicated to helping individuals and businesses build their financial futures.
To maintain a competitive edge and develop my professional skills, I regularly attend industry training and certification programs. My education, experience and professional affiliations have promoted the practical approach I employ when providing financial services and advice to my clients. Each client has specific financial goals and objectives that need to be discussed and outlined. Working together, we will formulate a strategy to help you achieve your goals. As your financial advisor I will recommend the appropriate products and services to help you execute your strategy.
I believe what I do can make a difference in people’s lives. Maintaining a strong sense of community and solid professional foundation are very important aspects of my life.