Standing Oak Advisors | Our Process

Have you ever wondered what it looks like working with a financial advisor? Scott walks us through the process at Standing Oak Advisors.

https://standingoakadvisors.com/

Investment Advisory Services offered through Newport Wealth Advisors, (NWA) a CA Registered Investment Advisor. Securities offered through Centaurus Financial, Inc. a member FINRA and SIPC and a registered broker/dealer. This is not an offer to sell securities, which may be done only after proper delivery of a prospectus and client suitability is reviewed and determined. Information relating to securities is intended for use by individuals residing in CA. Centaurus Financial Inc., Newport Wealth Advisors Inc., and Standing Oak Advisors are not affiliated companies.

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