Our Services

For over forty-five years, Oldham Resource Group has taken pride in offering the highest quality service and products available. Our commitment is to provide knowledgeable consultants and support staff that will always put your needs and goals first. Our staff provides a complete range of investment advisory services delivered in a timely manner.  You can trust us to always be there when you need us, answering your questions and working with you in pursuit of your goals. 

Since service is one of our top priorities, you can count on us to:

  • Treat you with respect, honesty, and integrity
  • Work as your financial coach, always putting your interests first
  • Take the time to understand your needs
  • Educate you to ensure that you understand your options and our recommendations
  • Strive to exceed your expectations at every level of the relationship

For All Clients  - General Services
Valuable services offered to all clients.

Investment Planning
There’s never a better time than now to get started on preparing for your own financial future.  Do you want a new car every three years? Paying for the care of an aging parent? Leave your children a legacy?

Retirement Planning
Today there are more retirement planning options available than ever before. But how do you know which one is right for you? Or how much you should save in the first place?

College Planning & Savings
Investing for your children's future. Look here for info on College Savings Plans.

Estate Planning
Repositioning of assets to meet your future needs. 

Tax Preparation
We employ the services of an accountant for your tax preparation .

Counseling Beneficiaries
Assistant to your beneficiaries. What are their options?