Oak Harvest Financial Group
Profile set up by Edverise AIFor Oak Harvest Financial Group
Is this your company?
Edverise AI compiled this profile from public information so buyers could find you. Claim it to edit every field, add your portfolio and respond to reviews.
Claim & verify — free
Manage the listing yourself. Verify by work email or company domain to earn the verified badge.
Suggest an edit
Not ready to claim? Send a correction and our team will review and update verified factual errors.
Overview
$50,000+
Min Project Size
$25 - $49/hr
Avg Hourly Rate
10 - 49
Employees
2007
Year Founded
ABOUT OAK HARVEST FINANCIAL GROUP
One of Houston's Most Sought-After and Recognized
Place your financial security in the hands of our in-house experts dedicated to managing wealth, planning for asset protection, and prioritizing your best interests. At our Houston office, our Financial Advisors will first assist you in addressing important questions related to your retirement goals and personal circumstances. They will then identify how to effectively utilize your assets to achieve objectives such as maximizing your income and overall wealth, minimizing tax liabilities, and refining your legacy. We customize and integrate these strategies around your specific needs and aspirations, creating a clear, comprehensive, and impactful plan for retirement, wealth management, and legacy. We offer a complimentary consultation to get started. Reach out to us at 281-822-1350 for yours.
Languages Spoken
English
HIGHLIGHTS
$50,000+
Min Project Size
$25 - $49/hr
Avg Hourly Rate
10 - 49
Employees
2007
Year Founded
Services
Focus
Industries
Clients
Services Provided
59% Wealth Management
30% Financial Planning
11% Tax Consulting
Projects & Clients
Project Size & Rate
Minimum Project Size
$50,000+
Average Hourly Rate
$25 - $49/hr