Oakway Financial: Investment Advising + Insurance Planning | Mortgage Protection | 401(k) rollovers | Life Insurance
Investment Advising + Insurance Planning
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Independent Financial Advisors

Passion. Experience. Diligence.

 
 

About

 
 
Experience ranging from mortgage protection insurance to 401(k) rollovers.

Founder & Financial Advisor

Brian Lipsett

Brian brings a diverse skill set and experience to the financial service industry. He holds his Series 65 Investment Advisor license, as well as Life, Health, Accident, & Annuity Insurance licenses. Being an Investment Advisor Representative and an independent insurance broker with over 14 years of experience in the financial service industry allows Brian to take a holistic approach when analyzing his client’s finances and streamlines where people can turn for answers. His goal is to educate, communicate, and build a lasting relationship with each client. As fiduciary Investment Advisor Representatives, we are bound to give you advice that is in your best interest, not our own.  




 


Are You Ready To Secure Your Personal Finances?

We at Oakway Financial know that finding the right plan for your situation is a choice not to be taken lightly. That’s why we offer free consultations to walk you through your needs, the scope of your goals, and your budget.