Oak Financial Group Inc.
Oak Financial Group Inc. (CRD# 106293) is a financial advisory firm headquartered in Stamford, CT. They manage $179,677,112 in 207 accounts and serve the financial needs of clients across 11 states (or territories).
Total Assets Under Management180MILLION
Total Number of Accounts207ACCOUNTS
Average Account Value$868,005
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, CT, FL, MA, MD, NC, NH, NJ, NY, TX, VT
Neil Hackman (CRD# 1104206) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 34 years of experience in the finance industry.
Kyra Palmer (CRD# 5322792) is an Investment Advisor Representative working at Oak Financial Group Inc. in Stamford, CT and has over 13 years of experience in the finance industry.