Oak Harvest Financial Group Claim this business
Quick answers about Oak Harvest Financial Group
Listed under Financial Advisors. located in Houston, TX.
About
Oak Harvest Financial Group is a insurance agency located in Houston, TX. They offer consultant, finance and service services. Rated 4.9 stars from 65 Google reviews.
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- Address920 Memorial City Way Ste 150, Houston, TX 77024, USA
- Phone(281) 949-7404
- Websiteoakharvestfg.com/
- HoursMonday9:00 AM – 5:00 PMTuesday9:00 AM – 5:00 PMWednesday9:00 AM – 5:00 PMThursday9:00 AM – 5:00 PMFriday9:00 AM – 5:00 PMSaturdayClosedSundayClosed
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Photosfrom Google
6 photosReviews
I'm very happy with Oak Harvest. I don't feel that I need to be constantly worried about my finances, since that is my nature. Ed is great at making me feel comfortable talking about my finances and lifestyle. He is very knowledgeable about taxes, Social Security, and wants versus needs. I recommend Oak Harvest every time the subject of financial planning comes up with friends or family. Everybody I've worked with at all levels has been great, from scheduling to the nitty gritty of money. Great job!
Oak Harvest has been a true blessing and due to my plan they developed I will be able to retire with financial peace and confidence. They don't just grow your money they build a comprehensive plan and adjust as needed, but at least every 6 months. I cannot recommend them more and and the decision 4 years ago to go with them has made a significant difference in my life and financial peace.
We have been a client of Oak Harvest for the last 3 years. Our advisor "Lizzie" has been great. She keeps us abreast of what's going on and any recommendations she has. My wife also likes that she explains things so she understands what is going to happen and when. Definitely happy with our decision to go with Oak Harvest.
Oak Harvest has helped me feel confident about my financial future in retirement. They listen and create individualized plans and they do not plug everyone into the same strategy. They are accessible and knowledgable, willing to answer all my questions.
Oak Harvest has been helpful navigating a complicated income and Social Security situation as we have a daughter with special needs. It comforts me that, if something happens to me, my wife will have people she can trust to help her navigate our financial situation.