The Oak Financial Group

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

121 E Myrtle St # B, Angleton, Texas, 77...

Phone Number

(979) 849-2700

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About The Oak Financial Group

Oak Financial Advisors is a full-service financial advisory and investment firm based in Texas, offering a range of services including insurance, retirement planning, and income planning. They cater to clients seeking personalized financial strategies and wealth management solutions. With offices in Angleton and Tyler, Texas, they prioritize helping individuals make informed financial decisions to achieve their life goals. Their mission is to ensure clients' prosperity through tailored financial advice and fiduciary services.Explore more
The Oak Financial Group's Social MediaPopular SearchesThe Oak Financial Group LLCOak Financial AdvisorsThe Oak Financial GroupOak Financial Group LLCoakfinancialadvisors.comSIC Code 62,628NAICS Code 52,523Show more

The Oak Financial Group Org Chart

PhoneEmail
KP
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Co-Chief Investment Officer

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Financial Advisor

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Financial Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

The Oak Financial Group

<$5M
1-10
Private
<$5M
1997
KP
Kyra PalmerCo-Chief Investment Officer
$7.3M
11-50
Private
-
1990
JS
James SchmeichelFinancial Advisor
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2011
SH
Sharyn HandelsmanExecutive VP, Business Risk Manageme
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
JM
Janine MassoomianExecutive Assistant
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

The Oak Financial Group financials insights

Gather financial insights about The Oak Financial Group, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$129K

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The Oak Financial Group Tech Stack

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Frequently Asked Questions Regarding The Oak Financial Group

What is The Oak Financial Group's official website?
The Oak Financial Group's official website is www.oakfinancialadvisors.com
What is The Oak Financial Group's Revenue?
The Oak Financial Group's revenue is <$5 Million
What is The Oak Financial Group's SIC code?
The Oak Financial Group's SIC: 62,628
What is The Oak Financial Group's NAICS code?
The Oak Financial Group's NAICS: 52,523
How many employees does The Oak Financial Group have?
The Oak Financial Group has 1-10 employees
What industry does The Oak Financial Group belong to?
The Oak Financial Group is in the industry of: Finance, Insurance, Securities Trading
What is The Oak Financial Group competition?
The Oak Financial Group top competitors include: Broadridge Investor Communication Solutions, JMR Financial Services, Regent Financial Group, Investment Advisors
What technology does The Oak Financial Group use?
Some of the popular technologies that The Oak Financial Group uses are: WooCommerce, WordPress.org, PHP, Google Cloud Web Serving
How do I contact The Oak Financial Group?
The Oak Financial Group contact info: Phone number: (979) 849-2700 Website: www.oakfinancialadvisors.com
What does The Oak Financial Group do?

Oak Financial Advisors is a full-service financial advisory and investment firm based in Texas, offering a range of services including insurance, retirement planning, and income planning. They cater to clients seeking personalized financial strategies and wealth management solutions. With offices in Angleton and Tyler, Texas, they prioritize helpin... g individuals make informed financial decisions to achieve their life goals. Their mission is to ensure clients' prosperity through tailored financial advice and fiduciary services.Read More

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

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