The BlackOak Group

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

350 Essjay Rd Ste 300, Williamsville, Ne...

Phone Number

(716) 626-2535

Revenue

$5.7 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
2
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About The BlackOak Group

The Black Oak Group specializes in wealth and risk management, offering tailored financial services for individuals, families, and businesses. Their services include retirement funding, estate strategies, education funding, and insurance analysis, aimed at ensuring financial security and planning for the future. With a team of experienced financial professionals, they manage over $2.8 billion in client assets, providing dedicated support to help clients achieve their financial goals. The company prioritizes the interests of its clients, fostering long-term relationships built on trust and expertise.Explore more
The BlackOak Group's Social MediaPopular SearchesThe BlackOak GroupThe BlackOak Group LLCBlack Oak Group LLCBlackOak GroupBlack Oakk IncSIC Code 62,628NAICS Code 52,523Show more

The BlackOak Group Org Chart

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RG
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Senior Partner

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BP
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Partner

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SP
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Senior Partner

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TN
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Partner

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LH
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Partner

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Group Client Relations Partner

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TA
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Executive Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The BlackOak Group

$5.7M
11-50
Private
-
2009
RG
Ryan GillSenior Partner
<$5M
1-10
Private
-
2008
JN
Jeffrey NicholsonManager, Operations
<$5M
1-10
Private
-
2005
TK
Tricia KrietzbergPractice Manager
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
2006
TA
Terra AncisoManager, Customer Relations
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2016
WA
Wageh AbuzaidDirector, SME Development Sector
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

The BlackOak Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

The BlackOak Group Tech Stack

A closer look at the technologies used by The BlackOak Group

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Frequently Asked Questions Regarding The BlackOak Group

What is The BlackOak Group's official website?
The BlackOak Group's official website is www.theblackoakgroup.com
What is The BlackOak Group's Revenue?
The BlackOak Group's revenue is $5.7 Million
What is The BlackOak Group's SIC code?
The BlackOak Group's SIC: 62,628
What is The BlackOak Group's NAICS code?
The BlackOak Group's NAICS: 52,523
How many employees does The BlackOak Group have?
The BlackOak Group has 11-50 employees
What industry does The BlackOak Group belong to?
The BlackOak Group is in the industry of: Finance, Insurance, Securities Trading
What is The BlackOak Group competition?
The BlackOak Group top competitors include: Cape Cod Wealth Strategies & Insurance Services, Rogers Financial Group, Copper Canyon Wealth Management, Baystate Financial
What technology does The BlackOak Group use?
Some of the popular technologies that The BlackOak Group uses are: DocuSign, Symantec Email Security, Hostgator, BlueHost
How do I contact The BlackOak Group?
The BlackOak Group contact info: Phone number: (716) 626-2535 Website: www.theblackoakgroup.com
What does The BlackOak Group do?

The Black Oak Group specializes in wealth and risk management, offering tailored financial services for individuals, families, and businesses. Their services include retirement funding, estate strategies, education funding, and insurance analysis, aimed at ensuring financial security and planning for the future. With a team of experienced financial... professionals, they manage over $2.8 billion in client assets, providing dedicated support to help clients achieve their financial goals. The company prioritizes the interests of its clients, fostering long-term relationships built on trust and expertise.Read More

What are The BlackOak Group social media links?
The BlackOak Group Linkedin page The BlackOak Group Facebook page
Is The BlackOak Group a public company?
The BlackOak Group is private company therefore does not currently have an official ticker symbol
See more information about The BlackOak Group

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