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Submitted URL: http://cityofoakswealth.com/
Effective URL: https://www.cityofoakswealth.com/
Submission: On April 22 via api from US — Scanned from DE
Effective URL: https://www.cityofoakswealth.com/
Submission: On April 22 via api from US — Scanned from DE
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5513 Cressage Court, Raleigh, NC 27613 919-887-2828 cmoore@cityofoakswealth.com Client Login Menu * Home * About * Our Team * Our Mission * Blog * Services * Financial Planning * Investments * Retirement Planning * Resource Center * Retirement * Calculators * Investment * Insurance * Tax * Money * Lifestyle * Tools * Useful Links * Glossary * Financial Calculators * Tax Resources * Events * Contact Client Login Your browser does not support the video tag. WELCOME TO CITY OF OAKS WEALTH MANAGEMENT START PLANNING FOR YOUR FINANCIAL SUCCESS TODAY Contact Us 919-887-2828 cmoore@cityofoakswealth.com WELCOME TO CITY OF OAKS WEALTH MANAGEMENT We’ve all been there. It can be tough working your way to the top. You have experienced the professional treadmill and chosen a path that actually leads to a destination. At City of Oaks Wealth Management, we know your Personal Plan is as important as your Professional Plan. It's your life; you should live it the way you want. But our advisors believe that financial knowledge leads to independence. Together, we’ll leverage your goals with smart financial advice, to ensure that you are in the driver's seat for years to come. Don’t be satisfied with tradition. Take control and see what it will take to live the life you want. Ready for the next step? We can help. Let's Get Started Explore Life insurance options at your own pace. We are here for you! OVER THE PAST 37 YEARS, WE HAVE HELPED NEARLY 1,000 INVESTORS, ACROSS 10 DIFFERENT STATES. YOUR LONG-TERM GOALS ARE YOUR VISION FOR THE FUTURE. THEY ARE YOUR DEFINITION OF SUCCESS IN LIFE. WE CAN HELP YOU DEFINE THAT VISION. Investment Retirement Insurance Financial Planning Lifestyle INVESTMENT Create an investment strategy that's designed to pursue your tolerance for risk, time horizon, and goals. Learn more RETIREMENT You work hard and your contribtions to a retirement plan is a commitment. You need to know how your retirement might look when you are ready for it and if you are contributing enough. We can create hypotheticals so you can have an idea. Learn more INSURANCE A well-structured insurance strategy can help protect your loved ones from the financial consequences of life's unexpected events. Learn more FINANCIAL PLANNING Life will bring exciting new adventures, and sometimes stumbling blocks. Your financial plan should change to adjust to your lifestyle. Learn more LIFESTYLE Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world. Learn more HELPFUL CONTENT CURATED ARTICLES, VIDEOS, AND MORE FOR A FINANCIALLY SAVVIER YOU. Learn more Learn more Learn more Learn more DO YOU HAVE ANY QUESTIONS? Name Email Address Phone Question Submit Thank you! Oops! WANT TO BE SMARTER WITH YOUR MONEY? Join our mailing list and get news and info to support your financial goals. First Name Last Name Email Address Thank you! Oops! CONTACT CALL Office: 919-887-2828 Fax: 919-887-2829 VISIT 5513 Cressage Court Raleigh, NC 27613 Series 7, NASAA Series 63 and 65 Securities Licenses CONNECT cmoore@cityofoakswealth.com QUICK LINKS * Retirement * Investment * Insurance * Tax * Money * Lifestyle * All Articles * All Videos * All Calculators Securities America Form CRS Check the background of your financial professional on FINRA's BrokerCheck. The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Copyright 2024 FMG Suite. Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors, Inc. City of Oaks Wealth Management is not affiliated with the Securities America companies. This website is not an offer to buy or a solicitation to sell securities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. 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