SR
Group Client Relations Partner
TN
Partner
LH
Partner
RG
Senior Partner
BP
Partner
TA
Executive Assistant
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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) 626-2535Website
www.theblackoakgroup.comRevenue
$5.7 MillionIndustry
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 Org Chart
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Frequently Asked Questions Regarding The BlackOak Group
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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... Read More
