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Oak Harvest Financial Group

Oak Harvest Financial Group Email Formats

Financial ServicesFlag of USHouston, Texas, United States21-50 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.

FormatExamplePercentage
{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

Flag of US

Jessica Cannella

Co-Founder & President

Flag of US

Charles Scavone

Director Of Investments

Flag of US

Troy Sharpe

Ceo

Flag of US

Megan Scheff

Marketing Director

Flag of US

Dwane Bacak

Director Of Research

Flag of US

Stephen Watts

Co-Founder/Ceo

Company overview

Headquarters920 Memorial City Way, Suite 150, Houston, TX 77024, US
Phone number+12147483647
Website
NAICS52
SIC628
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
Founded2008
Employees21-50
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

Entry
Senior
C-Suite

Employees by Department

Oak Harvest Financial Group has 25 employees across 7 departments.

Departments

Number of employees

Funding Data

Oak Harvest Financial Group has never raised funding before.

Oak Harvest Financial Group Tech Stack

Discover the technologies and tools that power Oak Harvest Financial Group's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

reCAPTCHA

Security

Gravity Forms

Gravity Forms

Form builders

Microsoft 365

Microsoft 365

Email

Cloudflare

Cloudflare

CDN

Stripe

Stripe

Payment processors

Google PageSpeed

Google PageSpeed

Caching

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Zoho

Zoho

CRM

YouTube

YouTube

Video players

Yoast SEO

Yoast SEO

SEO

Adobe Fonts

Adobe Fonts

Font scripts

Frequently asked questions

Oak Harvest Financial Group is located in Houston, Texas, US.
You can reach Oak Harvest Financial Group at +12147483647.
Oak Harvest Financial Group was founded in 2008, making it 18 years old. The company has established itself as a significant player in its industry over this time.
Oak Harvest Financial Group has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
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most used
tier 1 accuracy

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