


Oak Harvest Financial Group Email Formats
Financial Services • Houston, Texas, United States • 21-50 Employees
Oak Harvest Financial Group Email Formats
Oak Harvest Financial Group uses 5 email formats. The most common is {first initial} (e.g., j@oakharvestfg.com), used 60% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@oakharvestfg.com | 60% |
{first initial}.{last name} | j.doe@oakharvestfg.com | 20% |
{first name} | john@oakharvestfg.com | 15% |
{first name}.{last name} | john.doe@oakharvestfg.com | 2.5% |
{last name} | doe@oakharvestfg.com | 2.5% |
Key Contacts at Oak Harvest Financial Group
Jessica Cannella
Co-Founder & President
Charles Scavone
Director Of Investments
Troy Sharpe
Ceo
Megan Scheff
Marketing Director
Dwane Bacak
Director Of Research
Stephen Watts
Co-Founder/Ceo
Company overview
| Headquarters | 920 Memorial City Way, Suite 150, Houston, TX 77024, US |
| Phone number | +12147483647 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Life Insurance, Fixed Income, Long Term Care, Fixed Annuities, Retirement Income Planning, Iras, Social Security, 401Ks, Dividend Stocks, Indexed Annuities, Safe Growth Planning, Other Qualified Retirement Plans |
| Founded | 2008 |
| Employees | 21-50 |
| Socials |
About Oak Harvest Financial Group
Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals. Our core investment philosophies revolve around dividend-growth stocks, individual bonds and various insurance services focused on providing guaranteed lifetime income, financing long term care needs and transferring wealth to future generations and charity. Oak Harvest works solely with people in or approaching retirement and provides a transparent, fee-based approach to retirement income planning and wealth preservation and growth. Investments provided through Oak Harvest Investment Services, LLC. Insurance provided by Oak Harvest Insurance Services, LLC. Investing involves risk including the possible loss or principal. Past performance isn't indicative of future results. .
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Oak Harvest Financial Group has 25 employees across 7 departments.
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Number of employees
Funding Data
Oak Harvest Financial Group has never raised funding before.
Oak Harvest Financial Group Tech Stack
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