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. .
View Top Employees from Oak Harvest Financial Group| Website | http://www.oakharvestfg.com |
| Revenue | $4 million |
| Employees | 43 (43 on RocketReach) |
| Founded | 2008 |
| Address | 920 Memorial City Way Suite 150, Houston, Texas 77030, US |
| Phone | (281) 822-1350 |
| Technologies |
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| Industry | Financial Services, Finance General, Retirement Income Planning, Finance, 401ks, IRAs, and other Qualified Retirement Plans, Safe Growth Planning, Social Security, Fixed Income, Indexed Annuities, Fixed Annuities, Life Insurance, Dividend Stocks, Long Term Care |
| Web Rank | 29 Million |
| Keywords | Oakharvestfg |
| Competitors | Advisor, Ink, Clark Financial Group, Inc., Copper Canyon Wealth Management |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies |
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Oak Harvest Financial Group Questions
The Oak Harvest Financial Group annual revenue was $4 million in 2024.
Chris Perras is the Chief Investment Officer of Oak Harvest Financial Group.
43 people are employed at Oak Harvest Financial Group.
Oak Harvest Financial Group is based in Houston, Texas.
The NAICS codes for Oak Harvest Financial Group are [52393, 5239, 52, 523].
The SIC codes for Oak Harvest Financial Group are [628, 62].
Top Oak Harvest Financial Group Employees
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