Whether you’re changing jobs, planning for retirement, navigating a company buyout, or simply looking for a long-term financial advisor, we’re here to help.
Schedule a complimentary discovery call to discuss your goals, current situation, and whether Oakway Financial may be a good fit for your needs.
☎ Contact
Info@OakwayFinancial.com
Ph: (303) 974-0629
Fax: (303) 578-7827
🕑Office Hours
Monday - Friday
9AM - 6PM
➤ location
7105 West 44th Ave
Wheat Ridge, Colorado 80033
What to Expect During Your First Meeting
Scheduling a conversation with a financial advisor can feel like a big step. In this short video, Brian shares what you can expect during your first meeting, the types of topics you’ll discuss, and how Oakway Financial approaches financial planning and long-term client relationships.
The goal of the first meeting is simple: to learn more about you, understand what’s most important to you, and determine whether we’re a good fit to work together.