Red Oak Financial Group

Red Oak Financial Group is a family-owned and operated firm based in Towson, Maryland. With over a dozen employees, the company provides personalized financial services to individuals and families. The company specializes in retirement planning and portfolio management. Their team helps clients develop comprehensive retirement plans tailored to their specific needs, goals, and risk tolerance. They also employ proprietary investment models designed to navigate market fluctuations and help clients achieve their wealth objectives. Red Oak Financial Group serves a diverse clientele, including small business owners and families seeking to secure their financial futures. Red Oak Financial Group distinguishes itself through its personalized approach and focus on building long-term relationships with clients. They combine traditional values with modern financial expertise, striving to provide a friendly and supportive experience. For inquiries or to learn more about their services, contact Red Oak Financial Group at (410) 321-0168 or visit their website at redoak1978.com.