Red Oak Financial is a Financial Planner in Lincoln, IL, located at 303 S Kickapoo St. It holds a rating of 5.00 based on 10 reviews.
Brad Neal, CFP®, is the founder and majority owner of Red Oak Financial. He holds the Certified Financial Planner® professional designation and is responsible for the investment process and action plans for clients. Neal earned a Bachelor of Biblical Literature degree from Ozark Bible College and a Master of Arts in Philosophy and Theology from Lincoln Christian Seminary. He has served on the board of Abraham Lincoln Memorial Hospital and as an elder of Lincoln Christian Church.
Stacy Tedrick, MS, CFP®, CKA®, CRPC®, AWMA®, is an LPL Financial Advisor at the firm. He meets with investment clients and specializes in insurance planning. Tedrick holds the Certified Financial Planner®, Certified Kingdom Advisor®, Accredited Wealth Management Advisor®, and Chartered Retirement Planning Counselor® designations.
The firm provides professional advice from a stewardship perspective, aiming to connect faith with financial futures. It utilizes a multi-generational team approach to serve clients. The staff works with clients at various stages of life to help them focus on a path for their future.
The business is situated on Willard St in Leominster, MA, approximately 0.2 miles from New Lancaster Road and about 0.3 miles from McLaughlin Field.
BizScoreAI awarded the business a Content Quality score of 100 out of 100, ensuring the website clearly answers customer questions in a way AI assistants can quote. An On-Page score of 95 out of 100 means page titles and headings are optimized for search engines to match actual customer searches. The business ranks number 2 of 3 Carpet Cleaner businesses that BizScoreAI has scored in Leominster.
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