1.oak Financial
Financial Services • 
Norfolk, Virginia, United States • 11-20 Employees
Company overview
| Headquarters | Norfolk, Virginia, United States |
| Phone number | +17579097151 |
| Websites | |
| NAICS | 52 |
| Keywords | Finance Education, Tax Planning, Investment Planning, Financial Literacy, Succession Planning, Public Speaking, Retirement Planning, Financial Planning, Estate Planning, Legacy Planning, Certified Financial Planning, Long-Term Care Planning, Money Tips, Portfolio Diversification, Risk Planning, Federal Benefits Consulting, Business Launch Consulting, Certified Financial Fiduciary, Certified Fiduciary, Federal Retirement Consulting, Market Downturns |
| Employees | 11-20 |
| Socials |
Key Contact at 1.oak Financial
Tiffany Saunders
Director Of Growth
1.oak Financial Email Formats
1.oak Financial uses 1 email format. The most common is {first name} (e.g., john@1oakfinancial.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name} | john@1oakfinancial.com | 100% |
About 1.oak Financial
Your life is like no one else’s. Why should your financial plans be any different? We believe every person needs their own individual, personalized plan to achieve their dreams, which means we will never sell a one-size-fits-all solution. Our ultimate goal is to help our clients build the unique financial future that allows them to thrive, especially if they’ve never had access to it before. And, through our unbiased, personalized financial advice, clients have been achieving their goals and making an impact for over 20 years. Start now by sharing your story with us, so we can help you write the next chapter. Disclosure: Investment advisory and financial planning services offered through Advisory Alpha, LLC, a Registered Investment Advisor. Insurance, coaching, and education services offered through Ideas by Mike, LLC, DBA 1.oak Financial. Ideas by Mike, LLC, including any and all DBAs it may be operating under, is a separate and unaffiliated entity from Advisory Alpha, LLC.
1.oak Financial revenue & valuation
| Annual revenue | $1,625,545 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $5,300,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
1.oak Financial has 7 employees across 5 departments.
Departments
Number of employees
Funding Data
1.oak Financial has never raised funding before.
France
Canada
Spain
Frequently asked questions
4.8
40,000 users
