Eight Oaks Financial

Services Offered

• Investment Management
• Financial Planning
• Life Insurance
• Long Term Care Planning

About

Eight Oaks Financial is a financial services firm based in Irvine, California, specializing in investment management and financial planning. They provide comprehensive services including life insurance and long-term care planning, catering to clients both locally and nationwide. Clients benefit from an online financial plan that updates daily with their account values, ensuring they stay informed about their financial status. The firm primarily operates on a fee basis, which is determined by the amount of assets under management, and also offers fee-based financial planning arrangements.

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