Double Oak Financial Group

Finance · Alabama, United States · 1-10 Employees

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Overview

Headquarters

1000 Providence Park Ste 100, Birmingham...

Phone Number

(205) 588-7180

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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May
Jun
ZI Rank
1
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1
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About Double Oak Financial Group

Double Oak Financial Group, LLC provides personalized financial services focusing on retirement planning, estate strategy, college savings, and investment management. Their team of experienced professionals aims to build long-term, trusting relationships with clients by addressing their unique financial needs and goals. The firm emphasizes independence and practical insights to help clients navigate their financial futures. They cater to individuals seeking guidance through various life stages, ensuring tailored support for their financial objectives.Explore more
Popular SearchesDouble Oak Financial Group LLCDoubleoak Financial Group LLCDoubleoakfinancial ComAL Doubleoak Financial Group LLCDouble Oak Investments LLCSIC Code 62,628NAICS Code 52,523Show more

Double Oak Financial Group Org Chart

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AE
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Cpa & Pfs, Cfp Certified Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Double Oak Financial Grou...

<$5M
1-10
Private
-
2014
AE
Andy EasterlingCpa & Pfs, Cfp Certified Financial Planner
<$5M
1-10
Private
-
2007
<$5M
1-10
Private
-
1989
SC
Sandra CapobiancoOffice Manager
<$5M
1-10
Private
-
2007
PR
Patricia RiggleManaging Member
<$5M
1-10
Private
-
2016
JZ
Joshua ZillmerPresident & CEO, Registered & Investment Representative & Advisor & Representative
<$5M
1-10
Private
-
2012
N/A
<$5M
1-10
Private
-
2005
KC
Kiara ClarkDirector, Operations & Investment Advisor
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Double Oak Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Double Oak Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Double Oak Financial Group.

Double Oak Financial Group Tech Stack

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

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Frequently Asked Questions Regarding Double Oak Financial Group

What is Double Oak Financial Group's official website?
Double Oak Financial Group's official website is www.doubleoakfinancial.com
What is Double Oak Financial Group's Revenue?
Double Oak Financial Group's revenue is <$5 Million
What is Double Oak Financial Group's SIC code?
Double Oak Financial Group's SIC: 62,628
What is Double Oak Financial Group's NAICS code?
Double Oak Financial Group's NAICS: 52,523
How many employees does Double Oak Financial Group have?
Double Oak Financial Group has 1-10 employees
What industry does Double Oak Financial Group belong to?
Double Oak Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is Double Oak Financial Group competition?
Double Oak Financial Group top competitors include: Riggle & Associates, KLM Investment, Regano Financial, Zillmer Wealth Management
What technology does Double Oak Financial Group use?
Some of the popular technologies that Double Oak Financial Group uses are: Cloudflare Website Optimization, Proofpoint, Google Tag Manager, Font Awesome
How do I contact Double Oak Financial Group?
Double Oak Financial Group contact info: Phone number: (205) 588-7180 Website: www.doubleoakfinancial.com
What does Double Oak Financial Group do?

Double Oak Financial Group, LLC provides personalized financial services focusing on retirement planning, estate strategy, college savings, and investment management. Their team of experienced professionals aims to build long-term, trusting relationships with clients by addressing their unique financial needs and goals. The firm emphasizes independ... ence and practical insights to help clients navigate their financial futures. They cater to individuals seeking guidance through various life stages, ensuring tailored support for their financial objectives.Read More

Is Double Oak Financial Group a public company?
Double Oak Financial Group is private company therefore does not currently have an official ticker symbol
See more information about Double Oak Financial Group

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