The Private Client Services Group at Oak Ridge Financial is built on creating lasting relationships with our clients as well as our Investment Professionals. Our focus is to assist our investors in realizing their dreams and reaching their financial objectives.

I invite you to join the Oak Ridge Family!

Mike Leonard
President, Private Client Services Group

Our Professionals

 

Meet the people who are working hard for you.

Investment Planning

 

Make the most of your finances by letting our investment professionals assist you in planning for your financial needs.

Equities

 

Understand and manage your equity investments with Oak Ridge.

Fixed Income

 

Learn about tax-free municipal bonds, taxable bonds and structured products offered through Oak Ridge.

Life Insurance and Annuities

 

Learn about life insurance or annuities with help from our professionals.

Retirement

 

Review options for retirement savings beyond your 401(k).

Education Funding

 

Work with our professionals on education funding.