Oak Financial Group
Finance · Connecticut, United States · 1-10 Employees
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Overview
Headquarters
1177 High Ridge Rd, Stamford, Connecticu...Phone Number
(203) 329-9043Website
www.oakfingroup.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
1
About Oak Financial Group
Oak Financial Group, Inc. specializes in Wealth Management solutions tailored for affluent individuals and families. They offer comprehensive and personalized Investment Management and Strategic Planning services, acting as a trusted fiduciary with no conflicts of interest. Their services include retirement planning, estate planning, insurance analysis, and real estate consulting, ensuring a holistic approach to wealth management. The firm is dedicated to understanding each client's unique needs and adapting strategies to align with their financial goals.Explore more
Oak Financial Group Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Oak Financial Group
<$5M
1-10
Private
<$5M
2012
NH
Neil HackmanCo-CIO, Member of Investment Committee President, CEO
Company Profile Activity
Activity Insights
Oak Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Oak Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Oak Financial Group.
Oak Financial Group financials insights
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2020
Debt
$150K
Oak Financial Group Tech Stack
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Oak Financial Group, Inc. specializes in Wealth Management solutions tailored for affluent individuals and families. They offer comprehensive and personalized Investment Management and Strategic Planning services, acting as a trusted fiduciary with no conflicts of interest. Their services include retirement planning, estate planning, insurance anal... Read More
