About

Ed Oakes, President

Oakes Financial Services Inc.

Oakes Financial Services has been serving the tax and financial planning needs of Westford and the surrounding areas for close to 10 years. Owner Ed Oakes took on the business with the idea that people should be more informed about the financial decisions they are making, especially when it comes to loans and college planning.

Ed’s primary background is in IT Development, having spent many years as a Senior IT Manager for a large financial services company. Over the years, Ed realized that people are not always educated about the decisions financial advisors make and don’t always understand what’s happening with their own money. It’s crucial for individuals and families to understand exactly where their money is going and why that’s their best solution.

  • Registered Investment Advisor
  • Investment License
  • Life & Health Insurance License
  • Registered Tax Return Preparer with the IRS

Ed and Oakes Financial Services believes in high-confidence cash flow strategies, rather than the cliché “buy low, sell high” mantra of many advisors. In this method, you manage great returns on your investments with known payouts year after year, regardless of how the market changes.

Your finances, including college planning and home loans, are never one-off strategies. Ed takes a holistic approach to financial planning, taking into account where you’ll be down the road, including retirement considerations, ensuring that you’re able to pay off your loans when the time comes.

Call Oakes Financial Services today to get on the path to a solid financial plan now and for your future.

Oakes Financial Services Inc.
323 Littleton Road
Westford, MA 01886

Phone: 978-392-0884
Fax: 978-392-0946
E-Mail: eoakes@oakesfinancialservices.com

Business Hours
Weekdays: 9:00 AM - 5:00 PM
Call for weekend availability.