Kirk Paulsen is owner and founder of River Oak Partners, an independent financial services practice in Mt. Pleasant, SC.
We serve as guides to individuals and small business owners, providing planning and investment advisory services, to advance client objectives through dedicated and thoughtful implementation.
"The greatness of a man is not in how much wealth he acquires, but in his integrity and his ability to affect those around him positively." -Bob Marley
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: River Oak Partners, LLC is an independent firm and not affiliated with Money Concepts