Blue Oak Financial Services

Blue Oak Financial Services The official page for Blue Oak Financial Services No offers may be made or accepted from any resident of any other state.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC finra.org sipc.org"

β€’ Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



β€’ The financial professionals associated with Blue Oak Financial Servicesmay discuss and/or transact business only with residents of the states in which they are properly registered or licensed.

Zack is here. Dorm to the left. πŸ˜† GBR!  🏈
08/19/2023

Zack is here. Dorm to the left. πŸ˜† GBR! 🏈

Introducing the class of 2027 🫢

02/04/2022

"You cannot rule out a 50bp move at the March FOMC," said Renaissance Macro Research in a tweet, referring to the Federal Open Market Committee.

It's a fools game to try and predict what the Fed Reserve will do but I think at some point rate increases more than 25bp at a time might occour.

Fed Funds rate still unchanged...
01/26/2022

Fed Funds rate still unchanged...

Stocks pared gains Wednesday after the Fed essentially confirmed that near-term rate hikes would be followed by a reduction of its $9 trillion balance sheet.

11/02/2021

A plan without a deadline is just a dream.

10/14/2021

Section 138312 in the Build Back Better Act, the $1.5 – 2.3 trillion federal β€œhuman” infrastructure bill that is going through the reconciliation process in Congress right now. The bill's proposed language would prohibit IRAs from investing in alternative investments and require IRAs who currently hold alternative investments to divest of them in the next two years.

10/07/2021

I am going too use social media more to communicate with customers and bring ideas to light that will help with your financial planning needs. Have a plan and stick with it to make your retirement dreams become a reality.

01/09/2017

Address

1580 S. Milwaukee Avenue Suite 606
Libertyville, IL
60048

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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