Oakmont Financial Group

Oakmont Financial Group At Oakmont Financial Group our goal is to help our clients with every aspect of their financial lives

Investment Advice offered through Intrua Financial LLC, a registered investment advisor. Oakmont Financial Group and Intrua Financial are separate entities.

09/04/2022

Guess the hidden word in 6 tries. A new puzzle is available each day.

Oakmont Financial Group is collecting new, unwrapped toys on behalf of the Marine Corps Toys for Tots Foundation. If you...
12/03/2021

Oakmont Financial Group is collecting new, unwrapped toys on behalf of the Marine Corps Toys for Tots Foundation. If you like, stop by our office to make a donation. We will be receiving donations up until December 10th.

For a small business, the loss of a key person could cause financial hardship.
02/19/2018

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Do you really understand how your homeowners insurance works?
02/16/2018

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

Valuation is important for business succession, estate taxes andeven qualifying for a loan.
02/14/2018

Valuation is important for business succession, estate taxes and
even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

Here are a few key factors to consider when naming an executor for your estate.
02/12/2018

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

Health-care coverage (including Medicare) typically does not cover extended medical care.
02/09/2018

Health-care coverage (including Medicare) typically does not cover extended medical care.

It's important to make sure your retirement strategy anticipates health-care expenses.

The reasons to   may have nothing to do with your  . Here are four good reasons.
01/22/2018

The reasons to may have nothing to do with your . Here are four good reasons.

There are four very good reasons to start investing. Do you know what they are?

Concerned about the social impact of your investments?
01/19/2018

Concerned about the social impact of your investments?

For some, the social impact of investing is just as important as the return, perhaps more important.

Considering alternative investments? It’s critical to sort through the complexity.
01/17/2018

Considering alternative investments? It’s critical to sort through the complexity.

With alternative investments, it’s critical to sort through the complexity.

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.
01/15/2018

Don’t get greedy when the market rises, and don’t panic when it falls. Sound advice—learn more.

Understanding the cycle of investing may help you avoid easy pitfalls.

Your   may impact what you pay for auto and home  .
01/12/2018

Your may impact what you pay for auto and home .

Your credit score may influence how much you pay for auto and home insurance.

Address

6580 Oakmont Drive, Ste B
Santa Rosa, CA
95409

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 1pm

Telephone

+17075395980

Alerts

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