Welcome to Oakes Financial Services Inc.

When it comes to your finances, you need an expert who not only knows the “ins and outs” of tax codes and financial programs, but also knows how to best leverage them for your unique needs. At Oakes Financial Services, we listen carefully to you and your goals, and direct you to make informed, effective decisions that will best serve you now and in years to come.

  • College Planning
  • Insurance Plans
  • Retirement Planning
  • Tax Preparation
  • And More

Most financial advisors will tell you to buy low and sell high. Oakes Financial Services takes a different approach, advising strategies that provide you with known payouts regardless of how the market shifts from day to day, and year to year. This cash flow strategy is safer and can be predicted with a high level of confidence, while still providing good returns.

We believe in a holistic approach, addressing both your current and future financial circumstances through multi-pronged plans for your needs now and down the road.

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.