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Locality: Santa Rosa, California

Phone: +1 707-539-5980



Address: 6580 Oakmont Dr, Ste B 95409 Santa Rosa, CA, US

Website: www.oakmontfinancialgroup.com

Likes: 7

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Oakmont Financial Group 30.01.2021

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Oakmont Financial Group 15.01.2021

Here are a few key factors to consider when naming an executor for your estate.

Oakmont Financial Group 07.01.2021

Health-care coverage (including Medicare) typically does not cover extended medical care. #Medicare

Oakmont Financial Group 30.12.2020

The reasons to #invest may have nothing to do with your #retirement. Here are four good reasons.

Oakmont Financial Group 19.12.2020

Concerned about the social impact of your investments?