Company Overview
- Headquarters
- 5950 Canoga Ave Ste 601, Woodland Hills CA
- Website
- canyonoakfinancial.com
- Phone
- (818) 883-****
- Employees
- 5
- Founded in
- 2008
- Industry
- Financial Services
- NAICS Code
- 52393, 5239, 523, 52
- SIC Code
- 62, 628
Financials & Stats
Revenue
$0B
Who is Canyon Oak Financial
Canyon Oak Financial is a small financial advisory firm based in Woodland Hills, California. Employing three individuals, the firm generates annual revenue of $2.5 million. Canyon Oak Financial specializes in tax-smart financial planning, guiding clients towards achieving their financial goals. They offer a comprehensive roadmap to help individuals plan for various life milestones, including business growth, travel, and family gatherings. The firm provides clients with the necessary data, training, and ongoing support to stay on track with their financial plans. Canyon Oak Financial sets itself apart by taking a personalized approach to financial planning. They prioritize understanding each client's individual aspirations and work collaboratively to develop tailored solutions. You can visit Canyon Oak Financial's website at canyonoakfinancial.com for more information about their services. For personalized financial guidance, contact the firm directly.
Canyon Oak Financial Tech Stack
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| 0M | 16 | Oldwick, NJ | 2008 | |
| 0M | 10 | Roswell, GA | ||
| 0M | 2 | New York City, NY | 1992 | |
| 0M | 3 | Irvine, CA | 2013 | |
| 0M | 8 | North Charleston, SC | 2005 |