SilverOak Financial Group
Finance · Texas, United States · 11-50 Employees
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Overview
Headquarters
10260 Westheimer Rd Ste 300, Houston, Te...Phone Number
(713) 830-6315Website
www.silveroakfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
1
1
1
1
2
About SilverOak Financial Group
SilverOak Financial Group, Ltd. specializes in providing high-quality financial services and products tailored to individual client needs. Their offerings include retirement planning, tax strategy, estate management, and support for high-net-worth portfolios. The firm also assists small businesses in preparing for growth and emphasizes achieving a balanced lifestyle for clients. With a commitment to understanding each client's financial situation, SilverOak aims to help clients reach their financial goals.Explore more
SilverOak Financial Group Org Chart
MR
Manager, Client Relations
HF
Business Operations Analyst & Manager
RL
Office Manager
LR
Office Manager
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Revenue
Number of Employees
Type
Funding
Founded In
SilverOak Financial Group
<$5M
11-50
Private
<$5M
2000
KW
Karen WynansManager, Operations & Life Insurance Sales Agent
Company Profile Activity
Activity Insights
SilverOak Financial Group is experiencing very low activity levels compared to other companies in the Finance sector.
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SilverOak Financial Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about SilverOak Financial Group.
SilverOak Financial Group financials insights
Gather financial insights about SilverOak Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2021
Debt
$31K
SilverOak Financial Group Tech Stack
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SilverOak Financial Group, Ltd. specializes in providing high-quality financial services and products tailored to individual client needs. Their offerings include retirement planning, tax strategy, estate management, and support for high-net-worth portfolios. The firm also assists small businesses in preparing for growth and emphasizes achieving a... Read More
