Oakway Financial LLC

Highly recommend Brian Lipsett! He did a full financial plan for my wife and I, and we couldn't be happier. He put us on the right path to budget properly, save, and invest for our future retirement date. Not only did he help us with our insurance needs, but also with our investment portfolio. Brian is a one-stop shop. He does it all!
Feb 7th, 2024

Oakway, was extremely easy to work with, the whole transition from rolling over my 401K to making sure my pension was transferred was effortless. They were able to open my eyes to countless way I could invest my saving to make sure it will start paying off when I am ready.
Feb 7th, 2024

I met Brian while shopping some life insurance. When I purchased a plan from him I found out he was a Fiduciary so now he's my investment guru with the stock market. I've also rolled some old 401K's into a Roth IRA that he manages as well. I trust Oakway with all my investments and retirement plans.
Jan 28th, 2024

Ive worked with Brian for years and his consultation and experience is second to no one! For any and all of your financial needs you absolutely want to work with this gentleman. The benefit from his tremendous expertise will be greatly appreciated. Love this guy!
Dec 14th, 2020

I have nothing other than extreme praise for Oakway Financial and especially Brian. He is amazing. His attention to detail is impeccable. He has always been readily available anytime I call and answers all my questions. He is extremely knowledgeable and so friendly. We wouldn't trust our finances to anyone but him. I know my family is in great hands and he has our best interest in mind every time he assists us.
Aug 31st, 2019