Oak Harvest Financial Group's main competitors include KLO, Legacy Financial Solutions, ESI Financial and U.S. Retirement Partners. Compare Oak Harvest Financial Group to its competitors by revenue, employee growth and other metrics at Craft.Aug 3, 2023 · Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory Firm (RIA), is today honored to announce that Troy Sharpe, CFP®, CPWA®, CTS®, Founder and CEO, was recently ... Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Unique facts about Oak Harvest Financial Group include being named the fastest growing registered investment advisory firm in Texas by Citywire magazine in 2020 and their specialization in combining institutional-grade investment management expertise with comprehensive financial, tax, and retirement planning. Oak …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group is an independent financial services firm that provides retirement income planning and wealth preservation and growth. Follow their LinkedIn page to see their updates, employees, specialties, and locations. Frank is a 29-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than 14 years. He started his career in property and casualty insurance, but for the past 25 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and ... Stock Talk is a weekly podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris ... Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Troy Sharpe, CFP ®, CPWA ®, CTS ®, Founder and CEO of OHFG, was recognized as one of the top 100 financial advisors in the U.S. by Investopedia. OHFG is …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Your Oak Harvest Retirement Plan is a customized solution aimed squarely at your retirement needs. No two plans are exactly alike. We tailor investments, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals. Instead of trying to fit you into a box, Oak Harvest builds the box around you. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. “I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each …“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective …BBB Rating & Accreditation. Reviews help businesses build an online presence and help others learn about us. It would be great if you us leave a review.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Troy: Troy Sharpe, CEO of Oak Harvest Financial Group, along with Chris Perras, our Chief Investment Officer, and we want to talk to you a little bit today about the origin of the Stock Talk podcast, who it’s designed for, how you can benefit, and why you should listen. Chris, you’ve been doing the podcast now, first in audio format for going on 4 years, … Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Schedule a Free Consultation. Oak Harvest Financial Group is a Registered Investment Advisor and Financial Advisor in Houston, Texas, specializing in investment management.Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. James McFarland. MIB, Director of Trading and Investment Operations. Director of Trading and Investment Operations. James joined Oak Harvest in 2016 and immediately set to work developing the firm’s investment management practice, building out the division’s ...Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Dec 14, 2021 · Review fromPier-Anne L. 5 stars. 11/16/2021. We are a little different type of client for Oak Harvest, we are in our 30's. We selected them because of the great customer service, integrity, and ... Oak Harvest may delete comments that contain vulgarity, threats, spam, ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial services industry.Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. James McFarland. MIB, Director of Trading and Investment Operations. Director of Trading and Investment Operations. James joined Oak Harvest in 2016 and immediately set to work developing the firm’s investment management practice, building out the division’s ...Oak Harvest Investment Services. Form ADV Part 2B – Individual Disclosure Brochure for Troy Robert Sharpe Personal CRD Number: 6408500 Chief Executive Officer Investment Adviser Representative. Oak Harvest Investment Services 920 Memorial City Way Suite 150 Houston, TX 77024 (281) 822-1350 [email protected] UPDATED: 10/27/2023. Item 2: …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Specialties: Oak Harvest Financial Group provides Financial Planning, Investment Management, Tax Consultants, & Retirement Planning to the Houston, TX area. Established in 2008. Oak Harvest was created after our co-founder, Troy Sharpe, CFP(R), spent 2 years caring for his grandparents and witnessed first hand the lack of retirement planning experience at major banks and brokerage firms. This ... Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Troy Sharpe. CFP®, CPWA®, CTS®, Founder and CEO. As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan(RSP), which is a customized …On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. All such non-cash compensation adheres to all applicable regulations. Claim your free copy of “SECURE ACT 2.0 | What it means to your Retirement Savings".“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to …Sep 22, 2017 · 9 Oak Harvest Financial Group reviews. A free inside look at company reviews and salaries posted anonymously by employees. Glassdoor has 9 Oak Harvest Financial Group reviews submitted anonymously by Oak Harvest Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if Oak Harvest Financial Group is right for you.Thomas DeScioli. “The team at Oak Harvest Financial Group takes the time to find out what matters to YOU in retirement, so they can help you achieve that as reality. It was very freeing to know that we had a plan, a map going forward for comfortable income in retirement and protection of our assets.Glassdoor has 9 Oak Harvest Financial Group reviews submitted anonymously by Oak Harvest Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if Oak Harvest Financial Group is right for you. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. The below charts show the “Power of Zero” when using a fixed indexed annuity for principal protection and growth. The below charts compare 12 years’ worth of annual returns of the S&P 500 vs. a Fixed Indexed Annuity linked to the S&P 500 with a 50% participation rate and no cap on earnings. And here is what the growth of a $500,000 ... Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest may delete comments that contain vulgarity, threats, spam, scams, or other harmful content. ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial ... Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Mortgage Loan Calculator. Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Chris Myrick. Investment Analysis. Investment Analysis. As an analyst, Chris’ role is essential in ensuring that Oak Harvest develops the most appropriate plan for each of our clients and their unique situation.“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Troy Sharpe. CFP®, CPWA®, CTS®, Founder and CEO. As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan(RSP), which is a customized …Oak Harvest Investment Services, LLC 920 Memorial City Way Suite 150 Houston, TX 77024 Tel: (281) 822-1350 Fax: (281) 822-1355 www.oakharvestfg.com Form ADV Part 2A Firm Brochure Version date: October 6, 2023. This brochure provides information about the qualifications and business practices of Oak Harvest Investment Services, LLC. Please …Oak Harvest Financial Group has invested in both human and technology resources required to launch the Oak Harvest Long/Short Hedged Equity Fund. This alternative equity strategy will combine fundamental, quantitative, and tactical strategies in one fund with the objective of achieving superior risk-adjusted returns. Oak Harvest has reunited ...Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.As Co-Founder/CEO of Oak Harvest Financial Group I am the Co-Host of The Retirement Rescue Show which airs weekly at 8:00AM Saturdays on 950AM and at 6:00PM Saturdays on 740AM. To that end, we created the Oak Harvest’s Retirement Success Plan (RSP), which incorporates a structured, customized process that coordinates decisions across the five key areas of a goals-based retirement plan: Investment Allocation. Income Planning. Tax Planning. Health Care Planning. Estate Planning. Oak Harvest Retirement Plan is a ... Oak Harvest Financial Group's headquarters are located at 7670 Woodway Dr Ste 165, Houston, Texas, 77063, United States What is Oak Harvest Financial Group's phone number?Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.This 12-month Oak Harvest implementation plan may consist of estate planning, long-term care planning, legacy planning, tax planning and other retirement goals that you’ve given …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal retirement philosophy is to be part of the solution …BBB Rating & Accreditation. Reviews help businesses build an online presence and help others learn about us. It would be great if you us leave a review.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. “I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to …Dec 14, 2021 · Review fromPier-Anne L. 5 stars. 11/16/2021. We are a little different type of client for Oak Harvest, we are in our 30's. We selected them because of the great customer service, integrity, and ... Oak Harvest Financial Group | 1,171 followers on LinkedIn. Independent financial services firm helping individuals create investment strategies and financial …Jan 19, 2024 · Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. Oak Harvest is an independent financial services firm helping individuals create investment... 920 Memorial City Way Suite 150, Houston, TX 77024 Oak Harvest Financial Group - Home Facebook Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial group provides retirement-focused educational events that are focused on developing a financial plan to live retirement on your terms. How to register: Use the links below or call (877) 819-3873. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating …“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating …Oak Harvest Financial Group's headquarters are located at 7670 Woodway Dr Ste 165, Houston, Texas, 77063, United States What is Oak Harvest Financial Group's phone number? Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest may delete comments that contain vulgarity, threats, spam, scams, or other harmful content. ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial ... 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Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for …. Brookville lake resort
roaring springs water park meridianTalk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Susan Malone. CFP®, MBA, Associate Planner. Associate Planner. Susan joins Oak Harvest with 13 years of experience in the financial industry. Prior to working in personal finance, Susan worked in institutional fixed-income trading and portfolio management.Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for …Troy: Troy Sharpe, CEO of Oak Harvest Financial Group, along with Chris Perras, our Chief Investment Officer, and we want to talk to you a little bit today about the origin of the Stock Talk podcast, who it’s designed for, how you can benefit, and why you should listen. Chris, you’ve been doing the podcast now, first in audio format for going on 4 years, …At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal retirement philosophy is to be part of the solution …On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. All such non-cash compensation adheres to all applicable regulations. Claim your free copy of …Oak Harvest Financial Group, Houston, Texas. 2,201 likes · 30 talking about this · 82 were here. Oak Harvest is an independent financial services firm helping individuals create …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. A free inside look at Oak Harvest Financial Group salary trends based on 11 salaries wages for 10 jobs at Oak Harvest Financial Group. Salaries posted anonymously by Oak Harvest Financial Group employees. Specialties: Oak Harvest Financial Group provides Financial Planning, Investment Management, Tax Consultants, & Retirement Planning to the Houston, TX area. Established in 2008. Oak Harvest was created after our co-founder, Troy Sharpe, CFP(R), spent 2 years caring for his grandparents and witnessed first hand the lack of retirement planning experience at major banks and brokerage firms. This ... Lead Advisor. Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom ... Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group's headquarters are located at 7670 Woodway Dr Ste 165, Houston, Texas, 77063, United States What is Oak Harvest Financial Group's phone number?Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group's main competitors include KLO, Legacy Financial Solutions, ESI Financial and U.S. Retirement Partners. Compare Oak Harvest Financial Group to its competitors by revenue, employee growth and other metrics at Craft.On that day, our team at Oak Harvest Financial Group first published our first half 2019 outlook entitled “Put On The Rally Caps”. It read as follows, “Given the sharp rise in stock market volatility to a reading over 35 on the VIX index and subsequent dramatic fall in stocks in the 4th quarter of 2018, we are highly optimistic about …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Core Values. Do unto others as you would have them do unto you. Be of service. Be transparent and honest in all dealings. Always place the client’s interests ahead of our …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Frank is a 29-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than 14 years. He started his career in property and casualty insurance, but for the past 25 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and ... Need a Financial Planner? Oak Harvest has CERTIFIED FINANCIAL PLANNER® professionals and Financial Advisors in Houston, Texas.Jessica founded The Go Go Sisterhood™, a network of women 55+, with a goal of facilitating meaningful connections amongst each other through regular participation in social gatherings, community outreach activities, group travel opportunities and educational workshops. Jessica is a 15-year veteran within the financial services …At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal retirement philosophy is to be part of the solution …Oak Harvest Financial Group, PLLC. 920 Memorial City Way Ste 150 Houston, TX 77024-2650. 1; Business Profile for Oak Harvest Financial Group, PLLC. Financial Planning Consultants. At-a-glance.Oak Harvest Financial Group has invested in both human and technology resources required to launch the Oak Harvest Long/Short Hedged Equity Fund. This alternative equity strategy will combine fundamental, quantitative, and tactical strategies in one fund with the objective of achieving superior risk-adjusted returns. Oak Harvest has reunited ...Episode 01 — Investment Fads and Tuning Out the Noise. Welcome to the first edition of The Investor Mindset! James is Senior Portfolio Manager at Oak Harvest Financial Group. In the first episode, he introduces the series and then dives into a discussion of investment fads, trends and the value of tuning out the noise.Review from Keith J. 5 stars. 12/03/2021. I left another financial group after interviewing Oak Harvest. My previous fiduciary only worked on the income portion of retirement planning but Troy and ...I’m Chris Perras, CIO at Oak Harvest Financial Group here in Houston, Texas and remember, our main goal is to help you retire only once in your life. Many blessings. This concludes our first half 2020 outlook. Sources for data include Bloomberg, Investor’s Business Daily, other publicly available news sources, and Oak …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.OAK Harvest Investment Services is a large advisory firm with 728 clients and discretionary assets under management (AUM) of $555,008,461 (Form ADV from 2023-12-21). Their last reported 13F filing for Q4 2023 included $500,965,139 in managed 13F securities and a top 10 holdings concentration of 37.76%. OAK Harvest Investment …As Co-Founder/CEO of Oak Harvest Financial Group I am the Co-Host of The Retirement Rescue Show which airs weekly at 8:00AM Saturdays on 950AM and at 6:00PM Saturdays on 740AM.Oak Harvest Financial Group, PLLC. 920 Memorial City Way Ste 150 Houston, TX 77024-2650. 1; Business Profile for Oak Harvest Financial Group, PLLC. Financial Planning Consultants. At-a-glance.Oak Harvest Financial Group. ·. 50 members. About this group. Welcome to Oak Harvest's private group! Here we will deliver stock market and economic updates, post …See more of Oak Harvest Financial Group on Facebook. Log In. or. Create new account. See more of Oak Harvest Financial Group on Facebook. Log In. Forgot account? or. Create new account. Not now. Related Pages. Smiles by Dr. Chai. General Dentist. The Go Go Sisterhood. Social Club. Grace Church Houston.Oak Harvest Financial Group is a financial services business that offers wealth and stewardship, asset protection planning and tax minimization strategies. Read 59 …This 12-month Oak Harvest implementation plan may consist of estate planning, long-term care planning, legacy planning, tax planning and other retirement goals that you’ve given …Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to …OAK Harvest Investment Services is a large advisory firm with 728 clients and discretionary assets under management (AUM) of $555,008,461 (Form ADV from 2023-12-21). Their last reported 13F filing for Q4 2023 included $500,965,139 in managed 13F securities and a top 10 holdings concentration of 37.76%. OAK Harvest Investment …Frank is a 29-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than 14 years. He started his career in property and casualty insurance, but for the past 25 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and ...Benefits offering (health, 401k, etc.) is relatively small compared to bigger competitors. Not a place for someone who is averse to teamwork - everyone is expected to have a can-do attitude and help each other. Glassdoor has 9 Oak Harvest Financial Group reviews submitted anonymously by Oak Harvest Financial Group employees.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Jan 19, 2024 · Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest is forward-looking. We believe protecting your retirement and planning for the upcoming challenges requires a shift in thinking. The Core4 isn’t just an asset diversification and allocation strategy, it’s also a planning system. The Core4 is our framework for integrated retirement planning and investment management. Troy Sharpe CFP®, CTS™, Founder and CEO. As CEO, Troy is responsible for the vision and direction of Oak Harvest Financial Group. He is also the creator of our Oak Harvest Retirement Success Plan™analysis, strategy and planning process. Financial Advisors use this process to clarify our clients’ situation, needs and retirement vision. Oak Harvest Financial Group, Houston, Texas. 2,201 likes · 30 talking about this · 82 were here. Oak Harvest is an independent financial services firm helping individuals create investment strategies... Oak Harvest may delete comments that contain vulgarity, threats, spam, ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial services industry. Oak Harvest Financial Group, Houston, Texas. 2,201 likes · 30 talking about this · 82 were here. Oak Harvest is an independent financial services firm helping individuals create investment strategies... Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.OAK Harvest Investment Services is a large advisory firm with 728 clients and discretionary assets under management (AUM) of $555,008,461 (Form ADV from 2023-12-21). Their last reported 13F filing for Q4 2023 included $500,965,139 in managed 13F securities and a top 10 holdings concentration of 37.76%. OAK Harvest Investment …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group Review – Address Contact Information: National Headquarters: 7670 Woodway Dr., Suite 165, Houston, TX 77063, Phone: 281-822-1350 Jersey Village office: 13201 Northwest Freeway, Suite 800, Houston, TX 77040 Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Frank is a 29-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than 14 years. He started his career in property and casualty insurance, but for the past 25 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and ... To that end, we created the Oak Harvest’s Retirement Success Plan (RSP), which incorporates a structured, customized process that coordinates decisions across the five key areas of a goals-based retirement plan: Investment Allocation. Income Planning. Tax Planning. Health Care Planning. Estate Planning. Oak Harvest Retirement Plan is a ... Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.Our Fee - Competitive, Understandable and Transparent Oak Harvest Financial Group strives to simplify and deliver added value in all that we do. Request a.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline. Oak Harvest Financial Group is a financial services business that offers wealth and stewardship, asset protection planning and tax minimization strategies. Read 59 …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Senior Financial Advisor at Oak Harvest Financial Group Greater Houston. Connect Ed Rossi CFP®, CPWA®, CTS™, CES™, NSSA®, AAMS®, CRPC® Houston, TX. Connect ...At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal retirement philosophy is to be part of the solution …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Give us a call to speak to one of our specialists and learn about how the Investment Team at Oak Harvest may be able to help you prepare for a more fulfilling retirement! …. 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