Green Oak Financial Advisors

SpecialtiesCultivate Financial Planning offers comprehensive financial planning in cash management, investments, retirement planning, tax planning, risk management (insurance), and estate planning. We are a fee-only firm, meaning we do not make commissions or earn income from any other sources other than the flat fee that our clients pay. We have no minimums because we believe that financial planning is for everyone.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Self-Help Federal Credit Union is a community-focused financial institution that provides a range of banking services to individuals, small businesses, and nonprofits. With a mission to serve underserved communities, Self-Help Federal Credit Union offers checking and savings accounts, home loans, personal loans, and small business loans. Established in 1983, Self-Help Federal Credit Union has built a network of branches in North Carolina, South Carolina, Florida, California, Greater Chicago, and Milwaukee. Committed to community development and financial empowerment, Self-Help Federal Credit Union strives to strengthen neighborhoods, support sustainable food systems, and provide expanded financial services.Generated from the website