Oak Street Investments - Greenwood Village, Colorado

Introduction to Oak Street Investments

Nestled at 5500 Greenwood Plaza Blvd Suite 130, Greenwood Village, CO 80111, Oak Street Investments stands as a notable entity in the financial planning and investment sector. This company, accessible via Phone: 205-156822, offers a comprehensive suite of services tailored to meet diverse financial needs. Their online presence is robust, with a dedicated website at oakstreetinvestments.com, where potential clients can learn more about their services and prepare for consultations.

Special Features and Accessibility

One of the standout features of Oak Street Investments is its commitment to accessibility and convenience. Clients can schedule online appointments or benefit from onsite services, ensuring that everyone has the opportunity to engage with the experts. The office is fully equipped to accommodate all visitors, with a wheelchair accessible entrance, parking lot, and restrooms. This inclusive approach makes it easy for everyone to receive personalized financial planning and investment advice.

Expertise and Recommendations

Clients often praise the exceptional service provided by Oak Street Investments. With a strong emphasis on being a fee-only fiduciary, the firm ensures that their clients' best interests are always prioritized. A testimonial from a satisfied client highlights the expertise of their financial planner, Jake, who is not only incredibly professional and knowledgeable but also creates quality strategies for a variety of financial scenarios. Such testimonials suggest a high level of client satisfaction and trust.

Given the average opinion of 5/5 on platforms like Google My Business, it's clear that Oak Street Investments excels in delivering top-tier financial services. Clients appreciate the personalized attention and the wealth of insights provided by the firm's experts.

What to Expect

For those considering reaching out to Oak Street Investments, it's recommended to book an appointment in advance. The firm values the time of its clients and ensures that every consultation is thorough and beneficial. Whether you're looking to start investing for the first time or seeking to refine your existing financial strategy, Oak Street Investments is well-equipped to guide you through the process.

Conclusion and Call to Action

👍 Reviews of Oak Street Investments

Kyle C.

5/5

Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights. He can create a quality financial strategy for a wide range of situations. I love that he's a fee-only fiduciary. Ultimately, I highly recommend Jake and everything he does.

Katie E.

5/5

Jake is my go to person for financial planning, he puts his clients first and has their best interest at heart. Jake approaches helping his clients out by first understanding what they want, helping them see where they need assistance and providing education along the way all of this is in addition to the financial planning piece. He cares about you as a person and wants to help you plan for your future! I trust Jake with anyone I know, he is the best there is.

Michael M.

5/5

Jake is knowledgeable and communicates effectively and regularly,. He tailors investment strategy to our unique objectives. He is disciplined and does not react to day to day market fluctuations. His flat fee model is very attractive and frees him from many conflicts of interest common to other advisors.We have been very satisfied with our experience.

Sean M.

5/5

Our experience with Jake has been nothing short of wonderful. He is a true fiduciary, placing our needs above his own and has been an important advisor through a number of big life changes for us. He knows us as people and is somebody with whom we can chat like a friend but rely upon advice like a professional financial expert.

Ed C.

5/5

We started working with Jake as we began the pre-retirement process. Our experience has been outstanding In addition to all the advice we had expected, we have been pleasantly surprised by the additional analysis and recommendations Jake has offered. He is a very capable consultant, and we look forward to a positive ongoing relationship with him. (And he has excellent taste in coffee!)

Connie P.

5/5

Jake with Oak Street Investments is a phenomenal financial advisor. He spends the time to research your unique situation and offers tailored advice that actually works for you! He has helped me face some difficult realities with great compassion. I am a lot closer to freedom from debt and a lovely retirement because of his work. Thank you, Jake!

Beverly M. M.

5/5

Jake is knowledgeable and great to work with. He did a financial plan with us which we keep updated. He has also done extremely well with our investments. He is readily available as needed and we could not be more pleased. Love his personality!

Brianna S.

5/5

Jake is your guy when it comes to financial investing! His team is one of the only I know of that charge a flat fee upfront no matter your investment size or type, so you know his interest are aligned with yours and not the investment companies. This was a big issue for me previously, so I can fully stand behind their strategy. He is extremely knowledgable and instantly makes you feel comfortable. Did I mention he is hilarious? Please don't look anywhere else when it comes to a financial planner. I feel 100% confident referring him to my friends and family.