About West Oak Financial

West Oak Financial is an independent financial services firm that accesses many different resources to get the right products and services to their clients. Services including Financial planning, Investment advice, Retirement planning, Education funding, and Estate planning.

The Challenge

They need a logo redesign and a new website to showcase their services, the tools and resources they offer for free on their site and to generate leads through a sales funnel.

The Solution

We worked with the client to brighten up their logo and design a website that featured a lot of images of families and less images of charts and reports. In addition, we added a basic contact form and a lead generation form that requires the user to send more information to West Oak Financial to help them gain a better understanding of the potential clients needs.

Services Provided

  • Website Redesign
  • Logo Redesign
  • WordPress CMS and CSS Customization
  • Responsive Design
  • UI/UX Design
  • Special Functionality:
    SVG Vector Graphics + Support
  • Lead Generation Form