Oak Harvest Financial Group

  • Financial Services
  • Houston TX
  • 46 employees
  • Financial Services
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Company Overview

Headquarters
920 Memorial City Way Suite 150, Houston TX
Website
oakharvestfg.com
Phone
(281) 822-1350
Employees
46
Founded in
2008
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$4B

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Company Leadership

Jessica Cannella

Co-Founder & President

Phone Email
Stephen Watts

Co-Founder/CEO

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Dwane Bacak

Director of Research

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Oak Harvest Financial Group Industry Tags

Retirement Income Planning
401ks
IRAs
and other Qualified Retirement Plans
Safe Growth Planning
Social Security
Fixed Income
Indexed Annuities
Fixed Annuities
Life Insurance
Dividend Stocks
Long Term Care
Financial Services
Financial Advisory Services
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Oak Harvest Financial Group Tech Stack

JavaScript
HTML
PHP
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FAQ

What is the location of Oak Harvest Financial Group's headquarters?
The headquarters of Oak Harvest Financial Group are situated at 920 Memorial City Way Suite 150, Houston TX
What is Oak Harvest Financial Group's phone number?
Oak Harvest Financial Group's contact number is (281) 822-1350.
What is Oak Harvest Financial Group's official website?
The official website of Oak Harvest Financial Group can be found at oakharvestfg.com.
What is Oak Harvest Financial Group's current revenue?
As of January 2015, Oak Harvest Financial Group's annual revenue reached $4B.
How many employees does Oak Harvest Financial Group currently have?
Oak Harvest Financial Group employs approximately 46+ people as of January 2015
Which industries is Oak Harvest Financial Group primarily operating in?
Oak Harvest Financial Group operates in the following industries: Finance, Credit
Who is the Co-Founder & President of Oak Harvest Financial Group?
Oak Harvest Financial Group's Co-Founder & President is Jessica Cannella
What are Oak Harvest Financial Group's industry tags?
Oak Harvest Financial Group's industry tags include: Retirement Income Planning, 401ks, IRAs
When was Oak Harvest Financial Group founded?
Oak Harvest Financial Group was founded in 2008.

Employee Directory

Key Employees

Troy Sharpe

CEO

Phone Email

Dana Dawkins

Sr. Project Manager

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Eric Nguyen

Lead Financial Advisor

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Nathan Kattner

Chief Compliance Officer

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Frank Pizzoferrato

CERTIFIED ESTATE PLANNER

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Megan Scheff

Marketing Director

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