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.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 ... 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 …The average Oak Harvest Financial Group hourly pay ranges from approximately $27 per hour (estimate) for a Marketing Specialist to $39 per hour (estimate) for a Retirement Planning Specialist. Oak Harvest Financial Group employees rate the overall compensation and benefits package 3.1/5 stars.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.“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 … Our Financial Advisor Team in Houston. As financial advisors with Oak Harvest in Houston, we have one priority: Taking care of you. As a team with expertise in multiple areas, we can help you develop the best retirement plan for you and your family. What’s more, we’ll meet with you, one-on-one, to fully understand your financial goals 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.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 …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 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 …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 …See more of Oak Harvest Financial Group on Facebook. Log In. or. Create new account. See more of Oak Harvest Financial Group on Facebook. Log In. Forgot account? or. Create new account. Not now. Related Pages. Smiles by Dr. Chai. General Dentist. The Go Go Sisterhood. Social Club. Grace Church Houston.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.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 ...Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Susan Malone. CFP®, MBA, Associate Planner. Associate Planner. Susan joins Oak Harvest with 13 years of experience in the financial industry. Prior to working in personal finance, Susan worked in institutional fixed-income trading and portfolio management.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.Troy Sharpe, CFP, CPWA, CTS, Founder and CEO of Oak Harvest Financial Group, was named to the Investopedia 100 Top Financial Advisors of 2023 list. The firm …Schedule a Free Consultation. Oak Harvest Financial Group is a Registered Investment Advisor and Financial Advisor in Houston, Texas, specializing in investment management.“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 …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 …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 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 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 …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. 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 lack of retirement planning experience at major banks and brokerage firms. This ... Investment Adviser Firm Summary. OAK HARVEST INVESTMENT SERVICES ( CRD # 173293/SEC#:801-116667 ) OAK HARVEST FINANCIAL GROUP, OAK HARVEST INVESTMENT SERVICES, LLC, OAK HARVEST INVESTMENT SERVICES. View latest Form ADV filed Part 2 Brochures Part 3 Relationship Summary. The adviser's …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.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 …Need a Financial Planner? Oak Harvest has CERTIFIED FINANCIAL PLANNER® professionals and Financial Advisors in Houston, Texas. 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. 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 lack of retirement planning experience at major banks and brokerage firms. This ... Hey, I’m Chris Perras, Chief Investment Officer at Oak Harvest Financial Group in Houston, Texas. You might be joining us for our news or noise segment that we normally release on Wednesdays. We’re skipping that this week because tonight, at 6:00 PM central time, our whole team is going to be having our 2022 Market Outlook Summit .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 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 … Our Financial Advisor Team in Houston. As financial advisors with Oak Harvest in Houston, we have one priority: Taking care of you. As a team with expertise in multiple areas, we can help you develop the best retirement plan for you and your family. What’s more, we’ll meet with you, one-on-one, to fully understand your financial goals and ... 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. To that end, we created the Oak Harvest’s Retirement Success Plan (RSP), which incorporates a structured, customized process that coordinates decisions across the five key areas of a goals-based retirement plan: Investment Allocation. Income Planning. Tax Planning. Health Care Planning. Estate Planning. Oak Harvest Retirement Plan is a ... 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 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.Check out our latest YouTube Video: If You Have $500,000 or More Inside a Retirement Account, You Must Watch This VideoMarch Livestream. Join us on March 27th at 6:00 PM CST. Testimonials. “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.Oak Harvest Financial Group | 624 followers on LinkedIn. Independent financial services firm helping individuals create investment strategies and financial planning | Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals. Our core investment philosophies revolve around …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 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 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.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.Founder of Oak Harvest Financial Group. Troy Sharpe has been in the financial industry for more than a decade, helping individuals and families better prepare for retirement, through the use of insurance and investment products within a solid financial plan. He has been featured on "Fox News Live," as well as the affiliate sites of ABC, CBS and ...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 … 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. About. Oak Harvest Financial Group® is a comprehensive wealth management firm with a focus on… Activity. Photo. Shared by Troy …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 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 77040Specialties: 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 …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.Check out our latest YouTube Video: If You Have $500,000 or More Inside a Retirement Account, You Must Watch This VideoThe 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 may delete comments that contain vulgarity, threats, spam, scams, or other harmful content. ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial ... “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 … 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 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's headquarters are located at 7670 Woodway Dr Ste 165, Houston, Texas, 77063, United States What is Oak Harvest Financial Group's phone number?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.BBB Rating & Accreditation. Reviews help businesses build an online presence and help others learn about us. It would be great if you us leave a review.“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.Peabody essex museum salem ma, Velvet taco houston, Magback, Svs vision optical centers, Muffley funeral home in clovis new mexico, Shoperstops, Ridley's comedy castle, Dallas vintage shop, Warm audio, Eagles tour 2024 ticketmaster, Sunset landing, Union tribune, Divas nails, Sherman lake ymca
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.. Spay nation
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. Dec 14, 2021 · Review fromPier-Anne L. 5 stars. 11/16/2021. We are a little different type of client for Oak Harvest, we are in our 30's. We selected them because of the great customer service, integrity, and ... Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Susan Malone. CFP®, MBA, Associate Planner. Associate Planner. Susan joins Oak Harvest with 13 years of experience in the financial industry. Prior to working in personal finance, Susan worked in institutional fixed-income trading and portfolio management.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.Troy Sharpe, CFP, CPWA, CTS, Founder and CEO of Oak Harvest Financial Group, was named to the Investopedia 100 Top Financial Advisors of 2023 list. The firm …“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 is an independent financial services firm helping individuals create investment... 920 Memorial City Way Suite 150, Houston, TX 77024 Oak Harvest Financial Group - Home FacebookMarch Livestream. Join us on March 27th at 6:00 PM CST. Testimonials. “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.Oak Harvest Financial Group | 624 followers on LinkedIn. Independent financial services firm helping individuals create investment strategies and financial planning | Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals. Our core investment philosophies revolve around …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. The below charts show the “Power of Zero” when using a fixed indexed annuity for principal protection and growth. The below charts compare 12 years’ worth of annual returns of the S&P 500 vs. a Fixed Indexed Annuity linked to the S&P 500 with a 50% participation rate and no cap on earnings. And here is what the growth of a $500,000 ... 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. Troy Sharpe, CFP ®, CPWA ®, CTS ®, Founder and CEO of OHFG, was recognized as one of the top 100 financial advisors in the U.S. by Investopedia. OHFG is …BBB Rating & Accreditation. Reviews help businesses build an online presence and help others learn about us. It would be great if you us leave a review.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 average Oak Harvest Financial Group hourly pay ranges from approximately $27 per hour (estimate) for a Marketing Specialist to $39 per hour (estimate) for a Retirement Planning Specialist. Oak Harvest Financial Group employees rate the overall compensation and benefits package 3.1/5 stars. 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.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. 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 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. Lead Advisor. 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 ... “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 Financial Group | 624 followers on LinkedIn. Independent financial services firm helping individuals create investment strategies and financial planning | Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals. Our core investment philosophies revolve around …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.Chris Perras: Hey, I’m Chris Perras, Chief Investment Officer at Oak Harvest Financial Group.We’re an investment management, a retirement planning advisor located in Houston, Texas. Welcome to our October 15th Stock Talk Podcast: Keeping You Connected to Your Money.Well, longtime listeners will know that I try to use this podcast to foreshadow what …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, 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. Mortgage Loan Calculator. Talk to an advisor: (281) 699-8931. Request an Appointment. Contact. View All. Megan Scheff. Marketing Director. As the Director of Marketing, Megan is responsible for overseeing the company’s promotion and advertising efforts to connect with pre-retirees and build brand awareness.Oak Harvest Investment Services. Form ADV Part 2B – Individual Disclosure Brochure for Troy Robert Sharpe Personal CRD Number: 6408500 Chief Executive Officer Investment Adviser Representative. Oak Harvest Investment Services 920 Memorial City Way Suite 150 Houston, TX 77024 (281) 822-1350 [email protected] UPDATED: 10/27/2023. Item 2: … To that end, we created the Oak Harvest’s Retirement Success Plan (RSP), which incorporates a structured, customized process that coordinates decisions across the five key areas of a goals-based retirement plan: Investment Allocation. Income Planning. Tax Planning. Health Care Planning. Estate Planning. Oak Harvest Retirement Plan is 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 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 ... 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 ... 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 may delete comments that contain vulgarity, threats, spam, ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial services industry.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.“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 …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...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 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.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 … Income Tax Reduction. For our clients, we break our down income tax reduction tactics into three categories: Reducing taxes annually. Reducing taxes over the course of an entire retirement. Reducing taxes that beneficiaries will pay. Through various income planning and tax planning strategies, we aim to utilize the Core4 framework in a way that ... 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 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.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 … 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. 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.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 ... 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 77040Sep 22, 2017 · 9 Oak Harvest Financial Group reviews. A free inside look at company reviews and salaries posted anonymously by employees. “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 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 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 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.Core Values. Do unto others as you would have them do unto you. Be of service. Be transparent and honest in all dealings. Always place the client’s interests ahead of our …Financial Advisors in Houston. Help you with money management and retirement planning. Contact Us (281) 699-8931; Better Wealth Management with Houston-based Financial Advisors ... Oak Harvest partners with TD Ameritrade, who …Founder of Oak Harvest Financial Group. Troy Sharpe has been in the financial industry for more than a decade, helping individuals and families better prepare for retirement, through the use of insurance and investment products within a solid financial plan. He has been featured on "Fox News Live," as well as the affiliate sites of ABC, CBS and ... Oak Harvest may delete comments that contain vulgarity, threats, spam, scams, or other harmful content. ... Jessica Cannella, Co-Founder and President, is a 15-year veteran in the financial ... “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 …We cannot control what tax rates are or what they will be, so the Oak Harvest philosophy is: prepare and have the ability to pivot. This means that if taxes are higher in the future, we will have already prepared by having several different options at our disposal for tax-free income. If taxes are lower in the future, we can accelerate ...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 an independent financial services firm that provides retirement income planning and wealth preservation and growth. Follow their LinkedIn page to see their updates, employees, specialties, and locations. Aug 3, 2023 · 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 ... 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 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.As financial advisors with Oak Harvest in Houston, we have one priority: Taking care of you. As a team with expertise in multiple areas, we can help you develop the best …. 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