Oakfield Wealth Management Group
Finance · New York, United States · 1-10 Employees
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Overview
Headquarters
1615 Northern Blvd Ste 304, Manhasset, N...Phone Number
(516) 918-9615Website
www.oakfieldwm.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Oakfield Wealth Management Group
Oakfield Wealth Management provides holistic financial planning, disciplined investment management, and tax-aware strategies tailored for professionals, business owners, and families. The firm emphasizes a planning-first approach, integrating various aspects of clients' financial lives into a cohesive strategy. Their services include retirement and exit planning, alternative investments, and multigenerational wealth planning. Oakfield Wealth Management is dedicated to delivering independent, relationship-driven guidance to help clients achieve their long-term financial goals.Explore more
Oakfield Wealth Management Group Org Chart
AM
Client Services Associate (Non-Registered)
MZ
Client Services Associate (Non-Registered)
DC
Client Services Associate
TE
Client Services Associate (Non-Registered)
SE
Client Services Representative (Registered)
TT
Private Wealth Advisor
AK
Private Wealth Advisor
PD
Private Wealth Advisor
CL
Private Wealth Advisor
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Revenue
Number of Employees
Type
Funding
Founded In
Oakfield Wealth Managemen...
<$5M
1-10
Private
-
2019
SF
Samantha FerreiraClient Services Associate (Non-Registered)
Company Profile Activity
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Oakfield Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.
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Oakfield Wealth Management provides holistic financial planning, disciplined investment management, and tax-aware strategies tailored for professionals, business owners, and families. The firm emphasizes a planning-first approach, integrating various aspects of clients' financial lives into a cohesive strategy. Their services include retirement and... Read More
