Financial Planning for a Home of Your Own

How Can We Help?

If you need a personal loan, we’ve got you covered. Our West Oak Financial advisors are ready to sit down with you and find the loan option that suits your needs.

Foreclosure Assistance

Loan Modifications
FHA Loan Assistance
Conventional Loan Assistance

First Time Home buyer Assistance

Pre Purchase Counseling
Access to resources to help with down payment & closing costs

Credit Management

Get direct access to FIX YOUR CREDIT NOW
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Work Shops & Presentations

Allow us to educate your organization with an introductory presentation
Keep your organization on the forefront of industry trends!
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Financial Education

Money Management

Default & Delinquency Counseling

Get in Touch with a West Oak Financial Advisor

Work one-on-one with a West Oak Financial advisor to design the perfect strategy for you and your family's finance and investment goals.