Oak Financial Email Formats
Financial Services • 
Wellesley, Massachusetts, United States • 1-10 Employees
Key Contact at Oak Financial
Lynn Croft
President
Company overview
| Headquarters | PO BOX 812701, Wellesley, MA 02482, US |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Human Resources Consulting, Bookkeeping, Financial Consulting, Lifestyle Management |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
About Oak Financial
Oak Financial's experienced staff provides customized accounting, financial administration, human resources, training & development, and lifestyle management services. Oak Financial serves individuals, small businesses, non-profits, and estates in the Greater Boston area. We work with our clients and their advisors, taking a proactive approach to help them manage their financial, personal and business needs.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Vice President
Entry
Head
Employees by Department
Oak Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Oak Financial has never raised funding before.
United Kingdom
Australia
Frequently asked questions
Oak Financial is located in Wellesley, Massachusetts, US.
Oak Financial was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.
Oak Financial has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.
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