Several media stories have featured White Oaks this month. Take a look.

AdvisoryHQ puts White Oaks on Best in Minneapolis List

White Oaks Wealth Advisors has once again made the list of best advisors in Minneapolis. This award is based on AdvisoryHQ’s criteria selection. AdvisoryHQ does research on firms and awards the honor to firms based on “fiduciary duty, independence, transparency, level of customized service, history of innovation, fee structure, quality of services provided, team excellence, and wealth of experience.” It is an honor to be on the list again.

Sharon Bloodworth is Featured in MSP Business Journals

The Banking and Finance Question and Answer section of the Business Journal on February 22 featured Sharon. She talks about the business, her thoughts on Minnesota and more. It is a great piece to learn a bit of insight into Sharon as a person as well as a businesswoman.

MNCPA Perspectives Quoted Laura Nickolay

The Minnesota Society of CPAs quoted Laura Nickolay, CFP®, CPA, for her insight on taxation and tax planning strategy. She continues to be an asset for White Oaks’ clients with her knowledge of taxation and ability to translate that knowledge into actionable and beneficial items for our clients to consider. The piece details out pros and cons of different scenarios. It also encourages tax planning as a strategy throughout the year. Of course, at White Oaks we always incorporate comprehensive tax planning for all our clients.

WCCO Invites Laura Nickolay on as a Guest

Two programs, Laura Oakes’s and Cory Hepola’s, have had Laura Nickolay on WCCO radio this month. The purpose of her appearances was to further discuss taxation and what people should be aware of during this busy tax season. Her insight reached thousands of radio listeners in the Twin Cities area. On Laura Oakes’s show on the 21st of February Laura Nickolay discussed the differences in Minnesota versus Federal taxes this year. On Cory Hepola’s show she discussed what people can expect in regards to refunds.

We are immensely proud of the team here at White Oaks Wealth Advisors.

 

 

 

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