Oak Ridge Financial
Oak Ridge Financial, located in Golden Valley, MN, offers Private Client Services and Investment Banking, combining small firm flexibility with big firm expertise since 1977.
Company Location
Oak Ridge Financial is located at 701 Xenia Avenue South, Suite 100, Golden Valley, MN 55416. This central location enables the firm to effectively serve clients in the region with a personalized and attentive approach. The Golden Valley office acts as the primary hub for the company's operations, facilitating both client meetings and internal administrative functions.
Private Client Services
Oak Ridge Financial offers comprehensive Private Client Services catered to individuals seeking personalized financial advice and management. These services are designed to address the specific needs and goals of each client, utilizing the latest data and research to provide informed counsel. Oak Ridge Financial’s approach combines the flexibility and personalized attention of a small firm with the expertise and resources typical of larger organizations. As a member of FINRA and SIPC, clients can be assured of the firm's commitment to regulatory compliance and investor protection.
Investment Banking Services
Oak Ridge Financial provides robust Investment Banking services that support businesses in various financial transactions and strategic initiatives. This includes advisory services for mergers and acquisitions, capital raising, and other corporate financial activities. Leveraging current data and research, the firm delivers insights and solutions tailored to the specific needs of its corporate clients. The mid-sized nature of the firm allows it to offer custom solutions with the flexibility and responsiveness required by businesses of different scales.
Firm Expertise and Resources
Combining small firm flexibility with big firm expertise, Oak Ridge Financial offers a broad range of products and services. The company’s offerings are backed by the latest data and comprehensive research, enabling them to provide high-quality and informed financial services. As a mid-sized firm, Oak Ridge Financial can offer a personalized touch along with access to extensive resources typically available in larger financial institutions. Client engagement has been a cornerstone since the company’s foundation in 1977, fostering meaningful and enduring professional relationships.
Company History
Founded in 1977, Oak Ridge Financial has a long history of engaging in meaningful conversations with clients to provide tailored financial solutions. Over the decades, the firm has maintained a consistent focus on delivering high-quality services while adapting to the evolving financial landscape. The firm’s commitment to combining small firm adaptability with the robust capabilities of larger firms has been a key element in its sustained success and client satisfaction.