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Kalayjian Oaks & Associates Inc. http://www.stephenoaks.com/Stephen Oaks LTCPFinancial Advisor, Estate Planner, Annuity and Insurance Specialist |
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Business Description
Focusing on Annuity Income Planning, Living Benefits & tailored Asset Protection designs – Stephen is always regarding his Client’s best interests as paramount to his Practice. He strives to bring light and understanding to situations where responsible decision making is of utmost importance to the person.
Stephen consults each Client with a clarity that will help them to see and understand the various options that are available, and guides them in their Process to help them make the best choices for themselves and their wishes for the future.
Stephen M.Oaks is a financial professional holding membership in both the prestigious Million Dollar Round Table and NAIFA associations, and has placed over 30,000,000 dollars of Life Insurance for his Clientele over his Career.
Stephen earned the Long Term Care Professional designation ( LTCP ) to help his Clients better prepare for what could potentially be the time in their Lives when they will need to rely on Someone else for their Daily Needs. Above all, Stephen desires to serve his Clients with the same Care & Love he has found in so many Others throughout his Life.
General Information
Service Area: Licensed in the States of North Carolina, South Carolina, Virginia, Tennessee, Missouri, New York
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