Great Oak Wealth Management

Financial Services • North Coventry, Pennsylvania, United States • 1-10 Employees

Company overview

Headquarters	2295 Wells Rd, Pottstown, PA 19465, US
Phone number	+14849862002
Website	greatoakadvisors.com
NAICS	52
Keywords	Tax Planning, Education Planning, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Fee-Only, Small Business Retirement Plans, Philanthropic Planning, Stock Option Planning
Founded	2021
Employees	1-10
Socials

Key Contact at Great Oak Wealth Management

Jim White

President

Great Oak Wealth Management Email Formats

Great Oak Wealth Management uses 1 email format. The most common is {first initial} (e.g., j@greatoakadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@greatoakadvisors.com	100%

About Great Oak Wealth Management

We’re a fiduciary, fee-only, independent financial planning and investment management firm. We are CERTIFIED FINANCIAL PLANNER®, professionals that place your best interest at the forefront of everything we do. It’s a straightforward client-focused approach based on experience and a genuine desire to help you reach your goals. With offices in Pottstown and Malvern Pennsylvania and the ability to meet worldwide, via our virtual meetings, we can meet how and when it's most convenient for you. To schedule your free initial meeting go to https://www.greatoakadvisors.com/contact/

Great Oak Wealth Management revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Great Oak Wealth Management has never raised funding before.

Great Oak Wealth Management Tech Stack

Discover the technologies and tools that power Great Oak Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Usercentrics

Cookie compliance

Cloudflare Bot Management

Security

DataTables

JavaScript libraries

Google Maps

Maps

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

HTTP/3

Miscellaneous

PHP

Programming languages

Calendly

Appointment scheduling

Akismet

WordPress plugins

Frequently asked questions

Great Oak Wealth Management is located in North Coventry, Pennsylvania, US.

You can reach Great Oak Wealth Management at +14849862002.

Great Oak Wealth Management was founded in 2021, making it 5 years old. The company has established itself as a significant player in its industry over this time.

Great Oak Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Great Oak Wealth Management

Jim White

President

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