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ATTENTION!  SilverOak is NOT hiring staff at this time.  If you have been contacted by someone claiming we are hiring IT or other staff we are not.

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Services
How Can We Help You?

We endeavor to know and understand your financial situation and strive to provide you with only the highest quality information, services, and products to help you reach your goals.

Retirement

We can help you build a retirement strategy that is sure to keep you excited for what’s to come.

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Tax Strategy

We'll help make sure that we're considering the tax implications with all your investments.

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Estate

With many years' collective experience, we'll help secure your legacy for future generations.

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High-Net-Worth

We have extensive experience managing high-net-worth portfolios.

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Small Business

Let us help you make sure your business is poised for growth.

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Lifestyle

Strike the perfect balance between work and leisure.

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Aurora Team