Reviews for Blue Oaks Financial

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Oct 2022
After receiving a promotion at work, I wanted to meet with a financial planner so I could make sure that I was being wise with my money. Ryan helped me create a realistic and actionable game plan to save and invest for a purchase of a rental property, manage my retirement goals, and set up a college savings plan for my kids. My wife and I truly feel confident about our financial future. Thanks, Ryan!

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From Blue Oaks Financial

Blue Oaks Financial is a fee-only fiduciary Rocklin advisory firm. We help our clients plan and prepare their finances for retirement. Our services include financial consultations, financial education, retirement planning reports, wealth planning, and investment management services. Our goal is to create a financial plan and strategy to provide the retirement lifestyle that you deserve. Find out if your retirement is on track and take control of your financial future. Contact us today and book a free consultation.