Oak harvest financial group - Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.

 
Oak harvest financial groupOak harvest financial group - Aug 3, 2023 · Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory Firm (RIA), is today honored to announce that Troy Sharpe, CFP®, CPWA®, CTS®, Founder and CEO, was recently ...

A free inside look at Oak Harvest Financial Group salary trends based on 11 salaries wages for 10 jobs at Oak Harvest Financial Group. Salaries posted anonymously by Oak Harvest Financial Group employees. Oak Harvest Financial Group, PLLC. 920 Memorial City Way Ste 150 Houston, TX 77024-2650. 1; Business Profile for Oak Harvest Financial Group, PLLC. Financial Planning Consultants. At-a-glance. Your plan is to contribute $1,500 monthly until you retire, but given your age, you want to be conservative, so you assume you can earn 4.5% annually on your money. If you do follow this plan, your retirement nest egg will have grown to $444,000 when you retire at age 70. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.HOUSTON, Aug. 3, 2023 /PRNewswire/ -- Oak Harvest Financial Group (OHFG), a Houston-based Registered Investment Advisory Firm (RIA), is today honored to announce that Troy Sharpe, CFP ®, CPWA ...Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group, Houston, Texas. 2,201 likes · 30 talking about this · 82 were here. Oak Harvest is an independent financial services firm helping individuals create …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 …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Review from Keith J. 5 stars. 12/03/2021. I left another financial group after interviewing Oak Harvest. My previous fiduciary only worked on the income portion of retirement planning but Troy and ...“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to …Jessica is Co-founder & President of Oak Harvest Financial Group, a firm specializing in holistic retirement planning & wealth management.Read Jessica Cannella's full executive profile here.About. Oak Harvest Financial Group® is a comprehensive wealth management firm with a focus on… Activity. Photo. Shared by Troy …Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Steve Ramadan. Vice President of Marketing. Vice President of Marketing. Steve Ramadan is the Vice President of Marketing at Oak Harvest Financial Group. Before joining Oak Harvest, Mustapha launched and managed a services marketplace startup in Dubai, growing it to ...On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. All such non-cash compensation adheres to all applicable regulations. Claim your free copy of “SECURE ACT 2.0 | What it means to your Retirement Savings".Oak Harvest Financial Group is an independent firm specializing in financial services, catering to individuals by offering a diverse range of insurance and investment products to create personalized financial plans. Oak Harvest Financial Group is one of the Three Best Rated® Financial Services in Houston, TX.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Mortgage Loan Calculator. Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Chad Schneider. Senior Planner. Senior Planner. Chad joins Oak Harvest with over 20 years of experience in the financial services industry with a focus on wealth management and holistic financial planning.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Why Oak Harvest Oak Harvest Path. Any good journey starts on the right path. At Oak Harvest, the path may start with being referred by a friend or family member, attending a live event or listening to The Retirement Income Show.. The next step on the path is a visit with an Oak Harvest Retirement Professional that usually lasts … Your plan is to contribute $1,500 monthly until you retire, but given your age, you want to be conservative, so you assume you can earn 4.5% annually on your money. If you do follow this plan, your retirement nest egg will have grown to $444,000 when you retire at age 70. At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal is to be part of the solution that brings financial freedom and ... Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.NVDA, yes NVDA and other semiconductor stocks as ground zero for AI bubble talk. Here’s an expert from that piece. Remember investors, I wrote this in August 2023. “Clearly the semiconductor group, and more specifically NVDA have been a market leader since the market troughed last October (2022). In fact, the SOX index rally lasted exactly ... Fully in-house and dedicated to our clients, the investment team focuses on helping families and individuals have a better investment experience and achieve their investment objectives. The team's expertise includes portfolio management, investment research, multi-asset portfolio construction, investment technology, financial planning and trading. Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. James McFarland. MIB, Director of Trading and Investment Operations. Director of Trading and Investment Operations. James joined Oak Harvest in 2016 and immediately set to work developing the firm’s investment management practice, building out the division’s ...“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to …I’m Chris Perras, CIO at Oak Harvest Financial Group here in Houston, Texas and remember, our main goal is to help you retire only once in your life. Many blessings. This concludes our first half 2020 outlook. Sources for data include Bloomberg, Investor’s Business Daily, other publicly available news sources, and Oak …Your Oak Harvest Retirement Plan is a customized solution aimed squarely at your retirement needs. No two plans are exactly alike. We tailor investments, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals. Instead of trying to fit you into a box, Oak Harvest builds the box around you.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Need a Financial Planner? Oak Harvest has CERTIFIED FINANCIAL PLANNER® professionals and Financial Advisors in Houston, Texas. As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline. Oak Harvest may delete comments that contain vulgarity, threats, spam, ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial services industry. The Oak Harvest Way Is Different. Your Oak Harvest Retirement Plan is a customized solution aimed squarely at your retirement needs. No two plans are exactly alike. We tailor investments, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals. Instead of trying to fit you into a box, Oak ... Oak Harvest Financial Group has invested in both human and technology resources required to launch the Oak Harvest Long/Short Hedged Equity Fund. This alternative equity strategy will combine fundamental, quantitative, and tactical strategies in one fund with the objective of achieving superior risk-adjusted returns. Oak Harvest has reunited ...Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group is a firm that specializes in retirement planning for families and individuals. They offer services such as income planning, annuities, life …Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for …» Who We Are. Why Oak Harvest. Oak Harvest Professionals: Bringing the Oak Harvest Experience to You. We’ve designed our business to set us apart. We’re more than just …Jan 19, 2024 · Oak Harvest has financial expertise and staff available in all retiree areas such as investments, annuities, insurance, tax planning, etc. They are very responsive having client concierges available when I call to help complete transactions such as account set-ups, investment transfers, etc or provide further guidance from experts within the firm. Unique facts about Oak Harvest Financial Group include being named the fastest growing registered investment advisory firm in Texas by Citywire magazine in 2020 and their specialization in combining institutional-grade investment management expertise with comprehensive financial, tax, and retirement planning. Oak …Ed Rossi brings over 30 years of financial services experience to Oak Harvest. His primary purpose is to help clients meet all their financial goals. Ed believes in a holistic approach to financial planning and provides value to his client’s experience by paying attention to all details of their goals and creating a custom solution for … Oak Harvest Financial Group® is a comprehensive wealth management firm with a focus on… | Learn more about Troy Sharpe, CFP®, CPWA®, CTS®'s work experience, education, connections & more by ... Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. At Oak Harvest Financial Group, we take a holistic approach to wealth management, providing personalized strategies to help you achieve your financial goals. Our wealth management fees cover the array of services we offer, including retirement planning, estate planning, insurance planning, and more.To our amazing clients and future friends, Oak Harvest is wishing you a season filled with joy, laughter, and financial prosperity! As we celebrate this festive time, we want to express our...Senior Financial Advisor at Oak Harvest Financial Group Greater Houston. Connect Ed Rossi CFP®, CPWA®, CTS™, CES™, NSSA®, AAMS®, CRPC® Houston, TX. Connect ...Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.This 12-month Oak Harvest implementation plan may consist of estate planning, long-term care planning, legacy planning, tax planning and other retirement goals that you’ve given … Oak Harvest Financial Group® is a comprehensive wealth management firm with a focus on… | Learn more about Troy Sharpe, CFP®, CPWA®, CTS®'s work experience, education, connections & more by ... At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal retirement philosophy is to be part of the solution …Retirement Planning The Oak Harvest Retirement Success Plan. At Oak Harvest Financial Group we believe there are many elements that must be considered and accounted for when it comes to creating a holistic, comprehensive retirement plan customized to your unique needs, situation, assets and vision for retirement.. To … Oak Harvest is forward-looking. We believe protecting your retirement and planning for the upcoming challenges requires a shift in thinking. The Core4 isn’t just an asset diversification and allocation strategy, it’s also a planning system. The Core4 is our framework for integrated retirement planning and investment management. Managed Invesco Constellation fund to a performance turnaround that helped grow assets from $14 billion to a peak of $33 billion over a 3-year period. As CIO, Chris is lead investment strategist and director of research. Chris develops the firm’s core market outlook, and hosts Oak Harvest’s podcasts, “ Stock Talk ,” and “ News or ... As Co-Founder/CEO of Oak Harvest Financial Group I am the Co-Host of The Retirement Rescue Show which airs weekly at 8:00AM Saturdays on 950AM and at 6:00PM Saturdays on 740AM.Oak Harvest is an independent financial services firm helping individuals create investment... 920 Memorial City Way Suite 150, Houston, TX 77024 Oak Harvest Financial Group - Home FacebookOak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.I’m Chris Perras, CIO at Oak Harvest Financial Group here in Houston, Texas and remember, our main goal is to help you retire only once in your life. Many blessings. This concludes our first half 2020 outlook. Sources for data include Bloomberg, Investor’s Business Daily, other publicly available news sources, and Oak …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Episode 01 — Investment Fads and Tuning Out the Noise. Welcome to the first edition of The Investor Mindset! James is Senior Portfolio Manager at Oak Harvest Financial Group. In the first episode, he introduces the series and then dives into a discussion of investment fads, trends and the value of tuning out the noise.Oak Harvest Financial Group, PLLC. 920 Memorial City Way Ste 150 Houston, TX 77024-2650. 1; Business Profile for Oak Harvest Financial Group, PLLC. Financial Planning Consultants. At-a-glance.The Basics of FIAs. A fixed indexed annuity is a financial policy issued from a life insurance company. As a purchaser, you make deposits with the insurance company called premiums, and in exchange you receive a financial contract with certain guarantees, terms and conditions. The policy comes with a contractual guarantee …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each individual's or family's needs and goals. There is no cookie cutter approach in their business model and they put a high priority on educating prospective clients in order to …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.About. Oak Harvest Financial Group® is a comprehensive wealth management firm with a focus on… Activity. Photo. Shared by Troy …Why Oak Harvest » Who We Are » Founders. Why Oak Harvest. Our Founders. Troy Sharpe CFP®, CTS™, Founder and CEO. As CEO, Troy is responsible for the vision and …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Investment Services is a financial advisory firm registered in 2019 with $555 million in assets under management. The web page provides a trust …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group. ·. 50 members. About this group. Welcome to Oak Harvest's private group! 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Oak Harvest Financial Group, Houston, Texas. 2,185 likes · 11 talking about this · 82 were here. Oak Harvest is an independent financial services firm helping individuals create investment strategie. Acld

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Unique facts about Oak Harvest Financial Group include being named the fastest growing registered investment advisory firm in Texas by Citywire magazine in 2020 and their specialization in combining institutional-grade investment management expertise with comprehensive financial, tax, and retirement planning. Oak …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Stock Talk is a weekly podcast dedicated to discussing the Oak Harvest Financial Group Investment Team's perspective on what's happening in the market. Hosted by Chief Investment Officer Chris ... Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group. ·. 50 members. About this group. Welcome to Oak Harvest's private group! Here we will deliver stock market and economic updates, post … Oak Harvest Financial Group Houston, TX Just now Be among the first 25 applicants See who Oak Harvest Financial Group has hired for this role Learn more Save Save job. Save this job with your ... Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. At Oak Harvest Financial Group our fee schedule is simple – it’s based solely on the value of YOUR assets that we manage. Transparent – You will know the advisory fee you’ll be charged in advance of opening an account with OHFG, and each year thereafter as you continue to work with our firm. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.Glassdoor has 9 Oak Harvest Financial Group reviews submitted anonymously by Oak Harvest Financial Group employees. Read employee reviews and ratings on Glassdoor to decide if Oak Harvest Financial Group is right for you.Specialties: Oak Harvest Financial Group provides Financial Planning, Investment Management, Tax Consultants, & Retirement Planning to the Houston, TX area. Established in 2008. Oak Harvest was created after our co-founder, Troy Sharpe, CFP(R), spent 2 years caring for his grandparents and witnessed first hand the … Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Benefits offering (health, 401k, etc.) is relatively small compared to bigger competitors. Not a place for someone who is averse to teamwork - everyone is expected to have a can-do attitude and help each other. Glassdoor has 9 Oak Harvest Financial Group reviews submitted anonymously by Oak Harvest Financial Group employees. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group has invested in both human and technology resources required to launch the Oak Harvest Long/Short Hedged Equity Fund. This alternative equity strategy will combine fundamental, quantitative, and tactical strategies in one fund with the objective of achieving superior risk-adjusted returns. Oak Harvest has reunited ...Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.At Oak Harvest Financial Group, Larisa helps our service team and financial advisors ensure that our clients’ onboarding experience is pleasant and successful. She also is their day-to-day point of contact, answering questions and helping with their accounts. Larisa’s personal retirement philosophy is to be part of the solution …Why Oak Harvest Oak Harvest Path. Any good journey starts on the right path. At Oak Harvest, the path may start with being referred by a friend or family member, attending a live event or listening to The Retirement Income Show.. The next step on the path is a visit with an Oak Harvest Retirement Professional that usually lasts …To our amazing clients and future friends, Oak Harvest is wishing you a season filled with joy, laughter, and financial prosperity! As we celebrate this festive time, we want to express our...Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Your Oak Harvest Retirement Plan is a customized solution aimed squarely at your retirement needs. No two plans are exactly alike. We tailor investments, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals. Instead of trying to fit you into a box, Oak Harvest builds the box around you.As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan (RSP), which is a customized blueprint for coordinating investments, income, taxes, health care and estate planning into a comprehensive plan of action and timeline.. …This 12-month Oak Harvest implementation plan may consist of estate planning, long-term care planning, legacy planning, tax planning and other retirement goals that you’ve given …Thomas DeScioli. “The team at Oak Harvest Financial Group takes the time to find out what matters to YOU in retirement, so they can help you achieve that as reality. It was very freeing to know that we had a plan, a map going forward for comfortable income in retirement and protection of our assets.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest may delete comments that contain vulgarity, threats, spam, ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial services industry.Age 50. You’re married and both the same age, have a combined salary of $130,000, have savings in IRAs of $145,000, plan to contribute $6,000 each annually until you retire, and expect to earn 4.5% on your investments. Aside from social security benefits, you’ve decided you want to retire when you have $800,000 saved.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Your Oak Harvest Retirement Plan is a customized solution aimed squarely at your retirement needs. No two plans are exactly alike. We tailor investments, income, tax-reduction, safety, long-term care and legacy solutions around your retirement vision and goals. Instead of trying to fit you into a box, Oak Harvest builds the box around you.Retirement Planning The Oak Harvest Retirement Success Plan. At Oak Harvest Financial Group we believe there are many elements that must be considered and accounted for when it comes to creating a holistic, comprehensive retirement plan customized to your unique needs, situation, assets and vision for retirement.. To …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Our Fee - Competitive, Understandable and Transparent Oak Harvest Financial Group strives to simplify and deliver added value in all that we do. Request a.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group Review – Address Contact Information: National Headquarters: 7670 Woodway Dr., Suite 165, Houston, TX 77063, Phone: 281-822-1350 Jersey Village office: 13201 Northwest Freeway, Suite 800, Houston, TX 77040Mortgage Loan Calculator. Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Chris Myrick. Investment Analysis. Investment Analysis. As an analyst, Chris’ role is essential in ensuring that Oak Harvest develops the most appropriate plan for each of our clients and their unique situation. Frank is a 29-year veteran of the financial industry and has held the Certified Estate Planner® designation for more than 14 years. He started his career in property and casualty insurance, but for the past 25 years he has worked solely with retirees and the over-50 pre-retiree set, focusing on guaranteed principal, income, long-term care and ... Oak Harvest Financial Group® is a comprehensive wealth management firm with a focus on… | Learn more about Troy Sharpe, CFP®, CPWA®, CTS®'s work experience, education, connections & more by ... OAK Harvest Investment Services is a large advisory firm with 728 clients and discretionary assets under management (AUM) of $555,008,461 (Form ADV from 2023-12-21). Their last reported 13F filing for Q4 2023 included $500,965,139 in managed 13F securities and a top 10 holdings concentration of 37.76%. OAK Harvest Investment …Schedule a Free Consultation. Oak Harvest Financial Group is a Registered Investment Advisor and Financial Advisor in Houston, Texas, specializing in investment management. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Troy Sharpe. CFP®, CPWA®, CTS®, Founder and CEO. As CEO, Troy is responsible for the vision, execution and delivery of services at Oak Harvest Financial Group. He is the creator of the firm’s Retirement Success Plan(RSP), which is a customized …This 12-month Oak Harvest implementation plan may consist of estate planning, long-term care planning, legacy planning, tax planning and other retirement goals that you’ve given …“I have been with Oak Harvest Financial Group for almost 10 years. I have found Troy and his team to be outstanding in helping to customize investment strategies and portfolios that fit each …Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest Financial Group is not a legal firm and does not provide legal advice or draft legal agreements. Your Roadmap to Retirement. READ OUR FREE GUIDE. About Oak Harvest Financial Group. THE RETIREMENT INCOME SHOW. Listen to our radio show hosted by Troy Sharpe at 12 p.m. every Sunday on 740 AM …» Who We Are. Why Oak Harvest. Oak Harvest Professionals: Bringing the Oak Harvest Experience to You. We’ve designed our business to set us apart. We’re more than just … 2020: First Half Outlook. On January 4th, 2019 the S&P500 stood at 2475. Most advisors were urging caution and a great deal of the financial press was warning of impending crashes and coming recessions. On that day, our team at Oak Harvest Financial Group first published our first half 2019 outlook entitled “Put On The Rally Caps”. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Oak Harvest Financial Group, Houston, Texas. 2,201 likes · 30 talking about this · 82 were here. Oak Harvest is an independent financial services firm helping individuals create …Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Your plan is to contribute $1,500 monthly until you retire, but given your age, you want to be conservative, so you assume you can earn 4.5% annually on your money. If you do follow this plan, your retirement nest egg will have grown to $444,000 when you retire at age 70. Oak Harvest Financial Group, Oak Harvest Investment Services, and Oak Harvest Insurance Services are not affiliated with any government agency, including the Social Security Administration. For information regarding your specific situation, it is recommended to contact the Social Security Administration. Your plan is to contribute $1,500 monthly until you retire, but given your age, you want to be conservative, so you assume you can earn 4.5% annually on your money. If you do follow this plan, your retirement nest egg will have grown to $444,000 when you retire at age 70. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Episode 01 — Investment Fads and Tuning Out the Noise. Welcome to the first edition of The Investor Mindset! James is Senior Portfolio Manager at Oak Harvest Financial Group. In the first episode, he introduces the series and then dives into a discussion of investment fads, trends and the value of tuning out the noise.Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Dustin Humrich. ChFC™, Planner. Senior Planner. Dustin joins Oak Harvest with over 8 years of experience in the Personal Finance Industry. He is a Chartered Financial Consultant®(ChFC®), which is an advanced financial planning designation.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest may delete comments that contain vulgarity, threats, spam, ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial services industry.Oak Harvest does not solicit or request reviews appearing on this page from non-clients, and clients are under no obligation to provide reviews. On occasion, Oak Harvest Financial Group provides non-cash prizes such as gifts or gift baskets to existing clients in exchange for testimonials and referrals. Oak Harvest Financial group provides retirement-focused educational events that are focused on developing a financial plan to live retirement on your terms. How to register: Use the links below or call (877) 819-3873. . 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