Okay, here's a detailed description of Oakmont Financial Group, formatted as requested, aiming for a formal and helpful tone:

Oakmont Financial Group: A Comprehensive Overview

For individuals and families seeking comprehensive financial planning services, Oakmont Financial Group presents itself as a dedicated provider located in Santa Rosa, California. The firm operates from its address at 6580 Oakmont Dr # B, Santa Rosa, CA 95409, United States, and can be readily contacted at Phone: 707-539-5980. You can also find further details and resources on their website: oakmontfinancialgroup.com.

About Oakmont Financial Group

Oakmont Financial Group specializes in assisting clients with a wide range of financial planning needs. They aim to build long-term relationships based on trust and understanding of each client's unique circumstances. While the firm currently has no publicly available reviews on Google My Business – indicating a new or relatively unrated establishment – their focus is clearly on delivering personalized advice across several key areas.

Here’s a breakdown of what they offer:

Retirement Planning: Helping clients develop strategies for a secure and comfortable retirement.
Investment Management: Providing guidance on investment portfolios tailored to individual risk tolerance and financial goals.
Estate Planning: Assisting in the creation of estate plans to ensure assets are distributed according to client wishes.
Financial Education: Empowering clients with the knowledge needed to make informed financial decisions.

Accessibility and Practical Information

Oakmont Financial Group demonstrates a commitment to inclusivity by offering several accessibility features:

Wheelchair-Accessible Car Park: Ensuring convenient access for individuals using wheelchairs.
Wheelchair-Accessible Entrance: Providing a barrier-free entry point.
Wheelchair-Accessible Toilet: Offering a fully accessible restroom facility.
Toilet Facilities: Standard restroom facilities are available.

It's recommended to schedule an appointment in advance to ensure dedicated attention and efficient service.

Additional Points of Interest

Currently, there are no publicly available reviews to assess the firm's service quality. However, the provided accessibility features highlight a consideration for client comfort and ease of access. The firm’s location in Santa Rosa, California, offers a convenient and established setting for clients in the region.

Final Recommendation

Given the firm's specialization in financial planning and its commitment to accessibility, Oakmont Financial Group appears to be a viable option for individuals seeking expert guidance. While lacking current reviews, the provided information suggests a professional and client-focused approach. We strongly encourage potential clients to visit their website at oakmontfinancialgroup.com to learn more about their services and to schedule a consultation. Contacting them directly through their website is the best way to initiate a conversation about your individual financial needs.