Southern Oak Advisory
Finance · Georgia, United States · 1-10 Employees
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Overview
Headquarters
613 Towne Park Dr W Ste 106, Rincon, Geo...Phone Number
(912) 348-0705Website
www.southernoakadvisory.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Jan
Feb
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Jun
ZI Rank
1
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1
1
1
1
About Southern Oak Advisory
Southern Oak Advisory, founded in 2019, specializes in financial services aimed at helping clients create, preserve, and transfer wealth across generations. The firm emphasizes long-standing relationships and personalized financial strategies tailored to individual client needs. They offer a range of investment and insurance products to support clients on their retirement journey, ensuring a comprehensive approach to financial planning. With a focus on collaboration and a strong referral network, Southern Oak Advisory is dedicated to providing exceptional service and expertise to its clients.Explore more
Southern Oak Advisory Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Southern Oak Advisory
<$5M
1-10
Private
<$5M
2019
TA
Troy AllenPrincipal, Chief Financial Officer Southern Oak Advisory
Company Profile Activity
Activity Insights
Southern Oak Advisory is experiencing very low activity levels compared to other companies in the Finance sector.
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Southern Oak Advisory is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Southern Oak Advisory.
Southern Oak Advisory financials insights
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2021
Debt
$98K
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Southern Oak Advisory, founded in 2019, specializes in financial services aimed at helping clients create, preserve, and transfer wealth across generations. The firm emphasizes long-standing relationships and personalized financial strategies tailored to individual client needs. They offer a range of investment and insurance products to support cli... Read More
