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SilverOak Financial Group

 

Margie Reyes

SilverOak Financial Group
mmr@silveroakfinancial.com
(713) 830-6319
10260 Westheimer Rd
Suite 210
Houston, TX 77042

SilverOak Mission

Provide clear, unbiased financial advice to our clients, Helping to guide them from their current state to their Objectives while balancing the need for return and the
And the client’s personal capacity for risk

What We Do

*Provide needs-based financial solutions
*Team with other professionals such as attorneys, CPAs And centers of influence, such as sports agents
*Through Q&A and identification of objectives, develop and Implement solutions using the following:
     • A formal plan, if warranted
     • Utilization of customized managed accounts and/or Third party asset management
     • Employ various financial products such as alternative Investments, annuities, domestic   and international funds, life products


 


 




         

 

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