2911 Toccoa Rd.
Beaumont, Texas 77703
1.409.866.6529  Fax: 1.409.898.2363

 9595 Six Pines Drive Suite 8210
The Woodlands, TX 77380
1.832.631.6060   Fax 1.832.631.6065
Welcome
Oak River Financial Group was founded in 1998. From its inception through today Oak River has managed accounts for a select group of high net worth individuals. Although many of our clients still maintain accounts with Oak River, we have evolved over the years into a retirement income specialist firm. As more of the United States population moves into their retirement years, Oak River has positioned itself to provide the specialized solutions and planning to meet the needs of retirees. We invite you to explore how Oak River may be of service to you now and through retirement.

Why Choose Oak River Financial Group?

  • We only work with Retirees and those about to retire.
  • We are an independent registered investment advisory firm-free to recommend the investments or products most suited for our clients. 
  • We strive to do what is "right" for each individual's financial situation.
  • We speak in plain English and take time to fully explain everything.
  • We don't try to fix what isn't broken.
  • We prepare written, personalized retirement plans for each Retiree.
  • We help Retirees balance the need to safety, income and growth.
  • We fully disclose all fees and exactly how we are paid.
  • We analyze and report on Investment Advisory Accounts on a quarterly basis.
  • We Promptly respond to our Clients' needs.

 

Copyright . Oak River Financial Group, Inc. All rights reserved.

Oak River Financial Group, Inc, is registered as an investment adviser with the [United States Securities and Exchange Commission or State or States of Registration]. All information contained herein is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services.

Such an offer can only be made in States where Oak River Financial Group, Inc, is registered or where an exception from such registration is available, and no new account will be accepted unless and until all local regulations have been satisfied.

If you are a resident of the State of Texas and are interested in our services, please user our contact form or call and request our Disclosure Brochure (Part II of the Form ADV); which provides detailed information about Oak River Financial Group, Inc and any inherent risks that may be associated with our services.