(607) 316-7878

Red Oak Financial Management, LLC

Our Products & Services

We provide assistance in the following areas:

Investments

  • Mutual Funds
  • Exchange Traded Funds
  • Common Stock
  • Preferred Stock
  • Treasury Bills, Notes and Bonds
  • Government Agency Bonds
  • Municipal Bonds
  • Corporate Bonds
  • Fixed Annuities
  • Variable Annuity

Financial Planning

  • Retirement Plans
  • Investment Management Plans
  • 401(k) Planning
  • 403(b) Planning
  • College Plans
  • Legacy Building Plans
  • Money Purchasing Plans
  • Profit Sharing Plans

Insurance

  • Disability Income Insurance
  • Life Insurance
  • Long-Term-Care Insurance