Red Oak Financial Group

Finance · Maryland, United States · 11-50 Employees

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Overview

Headquarters

403 Allegheny Ave, Towson, Maryland, 212...

Phone Number

(410) 321-0168

Revenue

$7.3 Million

Industry

Finance Securities Trading

About Red Oak Financial Group

Red Oak Financial Group specializes in financial planning, wealth management, and retirement plan services, focusing on retirement and legacy building. They cater to clients who are working, retired, or looking to create a legacy for future generations. The firm emphasizes a collaborative team approach, integrity, and a commitment to family values in their service delivery. Established in 1978, they aim to provide unparalleled service and ethical financial guidance tailored to each client's unique goals.Explore more
Red Oak Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Red Oak Financial Group Org Chart

PhoneEmail
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Principal

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MH
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Senior Plan Administrator

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RS
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Client Relationship Specialist

PhoneEmail

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Red Oak Financial Group

$7.3M
11-50
Private
-
1978
$5M
11-50
Private
-
2012
CR
Christopher RossManaging Planning & Investments Partner
<$5M
1-10
Private
-
2000
<$5M
1-10
Private
-
1991
SR
Sharon RatcliffChief Financial Officer
Illustration of an envelope

Red Oak Financial Group Tech Stack

A closer look at the technologies used by Red Oak Financial Group

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Frequently Asked Questions Regarding Red Oak Financial Group

What is Red Oak Financial Group's official website?
Red Oak Financial Group's official website is www.redoak1978.com
What is Red Oak Financial Group's Revenue?
Red Oak Financial Group's revenue is $7.3 Million
What is Red Oak Financial Group's SIC code?
Red Oak Financial Group's SIC: 62,628
What is Red Oak Financial Group's NAICS code?
Red Oak Financial Group's NAICS: 52,523
How many employees does Red Oak Financial Group have?
Red Oak Financial Group has 11-50 employees
What industry does Red Oak Financial Group belong to?
Red Oak Financial Group is in the industry of: Finance, Securities Trading
What is Red Oak Financial Group competition?
Red Oak Financial Group top competitors include: John M Leonard, Ratcliff Financial Services, Alliance Wealth Advisors
What technology does Red Oak Financial Group use?
Some of the popular technologies that Red Oak Financial Group uses are: Squarespace Online Stores, Adobe Typekit, Google Tag Manager, ASP.NET
How do I contact Red Oak Financial Group?
Red Oak Financial Group contact info: Phone number: (410) 321-0168 Website: www.redoak1978.com
What does Red Oak Financial Group do?

Red Oak Financial Group specializes in financial planning, wealth management, and retirement plan services, focusing on retirement and legacy building. They cater to clients who are working, retired, or looking to create a legacy for future generations. The firm emphasizes a collaborative team approach, integrity, and a commitment to family values... in their service delivery. Established in 1978, they aim to provide unparalleled service and ethical financial guidance tailored to each client's unique goals.Read More

What are Red Oak Financial Group social media links?
Red Oak Financial Group Linkedin page Red Oak Financial Group Facebook page
Is Red Oak Financial Group a public company?
Red Oak Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Red Oak Financial Group

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