“My spouse and I have been consistently impressed by the firm’s deep
expertise and highly personalized approach to managing our finances.
Their responsiveness, proactive communication and commitment to
our success gives us great confidence in our financial future.”
Kim H.
This statement is a testimonial by a client of the financial professional as of 09/26/2024. The client has not been paid or received any other
compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“White Oak Wealth Partners have been so professional and understanding
of what my wife and I are working towards. They are so knowledgeable
whether it is short-term or long-term goals you may be after they are
definitely the way to go. They also will make you feel like part of the family as
well. We are so blessed and grateful to be connected with White Oak Wealth
Partners both personally and professionally!”
Matt M.
This statement is a testimonial by a client of the financial professional as of 9/4/2024 . The client has not been paid or received any other
compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“White Oak has helped me to feel confident with my future and
investments. They take all the guess work out, and make me confident
in all that they do. Their staff is beyond helpful and friendly. I live out of
state, yet they feel like they’re right down the street.”
Carianne W.
This statement is a testimonial by a client of the financial professional as of 9/5/2024. The client has not been paid or received any other
compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“They have a remarkable ability to make complex financial concepts
easy to understand…Their approach is not only professional but also
incredibly supportive, and I feel much more confident about my financial
future thanks to their guidance. If you are looking for knowledgeable,
approachable financial advisors who sincerely care about your financial
well-being, White Oak Wealth is the place to go!”
Susan Z.
This statement is a testimonial by a client of the financial professional as of 9/11/2024. The client has not been paid or received any other
compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“Mike, Amy, Tiffany and Travis have been invaluable to our family for many
years. I’m not only referring to their skills regarding financial planning, or
their over-the-top customer service but so many other things that can’t be
measured in dollars and cents. Their friendship, caring, genuine concern,
the joy they share, those little things they do…that’s what sets them apart.
They travel the journey with you—good and bad. Couldn’t give a higher
recommendation than what we’d give White Oak Wealth Partners.”
The Nerthling Family
This statement is a testimonial by a client of the financial professional as of 9/26/2024. The client has not been paid or received any other
compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“We are so fortunate to have White Oak Wealth Partners as our
financial advisors. Their personal and professional approach to wealth
management is exactly what we were looking for. They have made it
possible for us to pursue our financial goals. We highly recommend
contacting them for a consultation.”
Leslee & Pat B.
This statement is a testimonial by a client of the compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
“Each team member at White Oak Wealth Partners is professional, competent,
and friendly. They take time to understand our lifestyle, financial needs, and
investment objectives. For our situation, they suggested offerings for loans,
investments, life insurance, and long-term care in a way we can more simply
understand. Their breadth and depth of expertise allow us to make more
informed decisions, reinforcing a trusting relationship that strengthens with
each interaction. Mike and the team are always accessible in person and by
phone/text. Face-to-face meetings are timely and quite valuable to address
current and future strategies. White Oak Partners provided us with many
flexible options to address life events, while considering market trends and the
rapidly changing conditions surrounding us.”
Scott & Kathy O.
This statement is a testimonial by a client of the financial professional as of 03/15/2024. The client has not been paid or received any other
compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
