Oak Street Investments
A+ Grade
Financial in Greenwood
Showing 1 - 3 of 3 results
Financial Advising
•
Greenwood Village
(3 reviews)
Closed · Thursday
$ - $$
Jake is absolutely incredible to work with. He is extremely professional and knowledgeable, with a wealth of insights...
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Financial Advising
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Denver Tech Center
(3 reviews)
Closed · Thursday
$ - $$
Can’t say enough good things about Tiffany! She was always quick to respond, explained everything clearly, and handle...
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Financial Advising
•
Fort Smith
(3 reviews)
Closed · Thursday
$ - $$
Melanie at Old Fort Wealth Management has been an incredible resource! She truly takes the time to understand your go...
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As Described
$ - $$
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S
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... 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. Read More
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.
Reviews
(3) Reviews for this company
S
Sean Michael
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... 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. Read More
K
Katie Edmiston
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... 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 Read More
K
Kyle Carney
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 o... 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 Read More