We offer a team approach to financial planning, offering you a broader scope of experience than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

Counsel Oak Financial of Raymond James opened their new location on May 27, 2014 at 1650 South Bend Avenue, Suite 201, South Bend, IN 46617. We can be contacted at 574 208-6331 or 888 792-9370.