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About Oak Street Investments
We are a fee-only Registered Investment Advisor and fiduciary located in Greenwood Village, Colorado, specializing in serving healthcare and technology professionals. We provide comprehensive financial planning and portfolio management solutions, leveraging technology to deliver services across the United States.
About Oak Street Investments
We are a fee-only Registered Investment Advisor and fiduciary located in Greenwood Village, Colorado, specializing in serving healthcare and technology professionals. We provide comprehensive financial planning and portfolio management solutions, leveraging technology to deliver services across the United States.
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(3) Reviews for this company
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5 Stars
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Sean Michael
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.
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Katie Edmiston
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.PositiveResponsiveness, Quality, Professionalism, Value
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Kyle Carney
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.PositiveResponsiveness, Quality, Professionalism, Value
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Reviews
(3) Reviews for this company
1 Stars
(0)
2 Stars
(0)
3 Stars
(0)
4 Stars
(0)
5 Stars
(3)
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Kyle Carney
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.PositiveResponsiveness, Quality, Professionalism, Value
K
Katie Edmiston
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.PositiveResponsiveness, Quality, Professionalism, Value
S
Sean Michael
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.
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