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Oak Harvest Financial Group
- Financial Services
- Houston, TX
About this business
Entrust your financial security to folks with in house experts committed to wealth and stewardship, asset protection planning and putting your interests first. Our Houston office Financial Advisors first help you answer some vital questions about you, your retirement vision, and your situation. Then they know how to better use your assets towards achieving goals like maximizing your income and total wealth, paying the least taxes possible and adjusting your legacy. Then they tailor and integrate these strategies and solution... read more
Location details
920 Memorial City Way Suite 150, Houston, TX, 77024, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 9:00 a.m. to 5:00 p.m. | |
| Tue | 9:00 a.m. to 5:00 p.m. | |
| Wed | 9:00 a.m. to 5:00 p.m. | |
| Thu | 9:00 a.m. to 5:00 p.m. | |
| Fri | 9:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
My wife and I met with Troy and Frank at Southshore Harbor the end of 2015. We had three financial objectives that we wanted to accomplish. Number one, convert a 403B insurance vehicle my wife had that was tied to the stock market to an annuity where her principal and gains would be protected from market downturns. Second, we wanted to acquire long term care insurance to protect our estate. Finally, we wanted to find a place to put the substantial amount of cash we had just sitting in savings accounts without exposing th... read more
Frequently asked questions about Oak Harvest Financial Group
How is Oak Harvest Financial Group rated?
Oak Harvest Financial Group has a 4.5 star rating with 60 reviews.
When is Oak Harvest Financial Group open?
Oak Harvest Financial Group is open now. It will close at 5:00 p.m.
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