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

About The Oak Financial Group

The Oak Financial Group, LLC specializes in providing personalized financial advising services to individuals, families, and businesses, focusing on estate planning and wealth management. With over 150 years of collective industry experience, their team is dedicated to helping clients achieve successful retirements and grow their legacies. They offer a range of resources including calculators, newsletters, and a client portal to enhance the client experience. Their mission is to deliver trusted guidance and sound financial decisions tailored to each client's unique needs.Explore more
The Oak Financial Group's Social MediaSIC Code 62,628NAICS Code 52,523Show more

The Oak Financial Group Org Chart

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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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Compare Similar Companies to The Oak Financial Group

Compare insights from companies similar to The Oak Financial Group, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

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
-
2011
SH
Sharyn HandelsmanExecutive VP, Business Risk Manageme
Illustration of an envelope

The Oak Financial Group Tech Stack

A closer look at the technologies used by The Oak Financial Group

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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: Regent Financial Group, Investment Advisors, Repak Financial Services
What technology does The Oak Financial Group use?
Some of the popular technologies that The Oak Financial Group uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
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?

The Oak Financial Group, LLC specializes in providing personalized financial advising services to individuals, families, and businesses, focusing on estate planning and wealth management. With over 150 years of collective industry experience, their team is dedicated to helping clients achieve successful retirements and grow their legacies. They off... er a range of resources including calculators, newsletters, and a client portal to enhance the client experience. Their mission is to deliver trusted guidance and sound financial decisions tailored to each client's unique needs.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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