Business Description
A Fee-Only Investment Advisor
Old Oak Advisors, LLC is a fee-only Investment Advisor focused on providing comprehensive client-centered investment advice.
* Fiduciary - As a fiduciary, we always work in the best interest of our client; not some of the time.
* Independent - We are a completely independent firm. This means we only report to our clients; not shareholders of a corporation.
* Objective - We are unbiased to give advice focused on the client's needs. Our goals are your goals and we both sit on the same side of the table.
* Fee-Only - We are compensated exclusively by client fees, unlike the inherently conflicted commission model of brokerage, banks, and fee-based firms. This means that we are only motivated to help our clients and that motivation is unwavered by outside influences.
Due to regulatory reasons, comments and posts are not allowed from outside of Old Oak Advisors, LLC. If you have a comment or question, please send a direct message through Facebook or contact Jeffrey at jflorio@OldOakAdvisors.com.
© Copyright 2013 All Facebook content, including images, are copyrighted by Old Oak Advisors, LLC unless otherwise specified.
Address & Contact
- Postcode:
- 35243
- City:
- Vestavia Hills
- State:
- Alabama
- Zip:
- 35243
- Phone:
- 205-538-2440
- Website:
- http://www.OldOakAdvisors.com
- Category:
- Bank Financial Institution
Map & Directions
SHOULD BE LOOKED AT BEFORE CONTACTING ANY LOCAL BUSINESS
Authenticating a Business Before Making Contact
Read customer feedback: Customer reviews and ratings can give you insight into the business's reputation. Verify Contact Information: Verify the phone numbers and email addresses listed. Check the official website for more details. Confirm Business Location: Use the provided Google map to verify the business location before planning a visit.
Guaranteeing Contact
Working Hours: Confirm the working hours to ensure someone will be available to answer your call. Check for any holidays or days when the business might be closed. Other Contact Options: If the primary phone number is not responsive, look for alternate contact methods such as email or social media handles.
Safeguarding Your Personal Information
Keep Your Information Safe: Never give out your social security number, credit card details, or passwords. Verify the Representative: Ensure that the person you are speaking with is a legitimate representative of the business. Ask for their name and position and verify it on the official website. Before proceeding with any legal matters, consider reviewing local $stateName state laws. It is also advisable to get advice from an accredited legal expert in privacy laws to ensure conformity and to preserve your rights and interests. You can find more information here by looking up a licensed lawyer specializing in privacy laws.
Environmental and Operational Concerns
Check Weather: Look at the weather forecast for the area before you visit. Check Business Status: Confirm that the business is operational on the day you plan to visit, considering public holidays and any reported closures.
Reporting Grievances or Conflicts
Legal Issues or Disputes: Document any legal issues or disputes and seek legal advice. You may also report the issue to local consumer protection agencies. Address Listing Errors: If you notice a business is closed or has incorrect contact details, inform us. Use this form to report the issue: Contact Us Form
Evaluating Firms
Leave a Review: If you want to review a business, share your experience on the specific business's Facebook page or Google Local Business listing. Your review will assist others in making informed choices.