Frequently Asked Questions


Do I need a certain amount of money to get started investing?  Does Grey Oak Investments have a minimum?


The correct answer is NO.  There are firms out there that think you must have a million dollars before you are worth their time and Grey Oak is not one of those.  We believe anyone that has the desire to better their financial position is worthy of our time.

Is there a fee to get professional financial guidance regardless if I do business with Grey Oak Investments or not?


Again, everyone regardless of financial situation deserves and needs someone to talk to about whatever it is that is going on with their lives.  We give free consultations regardless of whether business is written or not.