Oak Harvest Financial Group

Oak Harvest Financial Group
  • 920 Memorial City Way Suite 150
    Houston, TX 77024
  •   281-317-6363

Hours

Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM

Chamber Rating

Verified Member
4.9 - (48 reviews)
46
0
0
1
1
Read Our 48 Reviews

Chamber Rating

Verified Member
4.9 - (48 reviews)
46
0
0
1
1
  • Ken Ritt

    I have been with OH for 9 months and give them a A+ on results, communication and attitude. Serious, open and knowledgeable - I think it was one of better financial decisions. FYI my AUM at Oak Harvest are low 7 figures. Kudos to Lizzie, Ryan and Adrienne
    Jan 27th, 2024

  • Helene M

    I started working with Oak Harvest and Nicole about a year ago. I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display! They always listen to my concerns and give me viable options which have resulted in my feeling financially secure. I know they are always watching out for me. I cannot say enough good things about Oak Harvest! Thank you Jessica for leading me to your door and Nicole for your spot on recommendations! I feel truly blessed!
    Aug 19th, 2022

  • Peter D

    Oak Harvest Financial and Jared Kenney is a winning combination. I have been investing in the markets for over 20 years managing my own personal financial accounts. I performed considerable research before selecting a financial consultant to invest our mothers savings. We concluded that Oak Harvest is a solid, professional investment firm with the personal touch guided by Troy, Chris and team. After meeting with Jared and Chris we decided to invest with Oak Harvest. It has been just over a year and our mothers accounts have recognized exceptional performance. My brother and I have a high confidence level with the integrity of this firm. Integrity, friendly attitudes and sound investing technique provide the comfort level we were seeking to invest for our mom. At some point in the future Oak Harvest will be the investment firm I choose to manage my own personal accounts. In conclusion, if you are seeking a smart group of qualified investment professionals I highly recommend Oak Harvest
    Mar 17th, 2022

  • Edgar Poe

    I like ALL of the above. Oak Harvest Financial Group are good quality,good value,professional, and responsive. I enjoy knowing my financial growth will be maximized by professionals who REALLY know their business and cares about the individuals and their needs.
    Jan 1st, 2022

  • Mike Harman

    Really like their approach to retirement planning. I plan on being a client.
    Dec 15th, 2021

Read Our 48 Reviews

About
Oak Harvest Financial Group

Entrust your financial security to folks with in-house experts committed to wealth 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 solutions around you, your needs and your dreams — crafting an easy-to-understand, comprehensive and powerful retirement, wealth management and legacy plan. We begin with a free consultation. Contact us for yours... 281-822-1350. 
Our Website:  www.oakharvestfg.com

Contact Info

Services

  • Retirement Planning

Questions & Answers

Q What is the phone number for Oak Harvest Financial Group?

A The phone number for Oak Harvest Financial Group is: 281-317-6363.


Q Where is Oak Harvest Financial Group located?

A Oak Harvest Financial Group is located at 920 Memorial City Way Suite 150, Houston, TX 77024


Q What is the internet address for Oak Harvest Financial Group?

A The website (URL) for Oak Harvest Financial Group is: https://oakharvestfg.com/


Q Is there a key contact at Oak Harvest Financial Group?

A You can contact Oak Harvest Financial Group at (281) 547-0108.


Q What days are Oak Harvest Financial Group open?

A Oak Harvest Financial Group is open:
Friday: 9:00 AM - 5:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM


Q How is Oak Harvest Financial Group rated?

A Oak Harvest Financial Group has a 4.9 Star Rating from 48 reviewers.

Key Contacts

image
Oak Harvest Financial Group
(281) 547-0108
[email protected]

Hours

Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM

Ratings and Reviews
Oak Harvest Financial Group

Overall Rating

Overall Rating
( 48 Reviews )
46
0
0
1
1
Write a Review

Ken Ritt on Google

image I have been with OH for 9 months and give them a A+ on results, communication and attitude.
Serious, open and knowledgeable - I think it was one of better financial decisions.
FYI my AUM at Oak Harvest are low 7 figures.
Kudos to Lizzie, Ryan and Adrienne

Business Response on Google Jan 22nd, 2024
Hello Ken, This is Troy reaching out. I'd like to express my gratitude for your kind feedback and for taking the time to share your experience. At our firm, we are dedicated to curating a team that prioritizes your well-being and retirement goals, and is committed to crafting and managing a personalized retirement plan that aligns with your needs. Our daily focus revolves around nurturing a culture that empowers our team to bring to life our vision of what a meaningful advisor-client relationship in retirement entails.It's truly rewarding to receive acknowledgment for the effort we invest and the alignment of our service with your expectations. Thank you once again, and please know that I am always available to assist with any of your needs as a valued client.

Helene M on Google

image I started working with Oak Harvest and Nicole about a year ago. I am in awe at the level of care, compassion, understanding, resourcefulness and professionalism Nicole and the entire team display! They always listen to my concerns and give me viable options which have resulted in my feeling financially secure. I know they are always watching out for me. I cannot say enough good things about Oak Harvest! Thank you Jessica for leading me to your door and Nicole for your spot on recommendations! I feel truly blessed!


Peter D on Google

image Oak Harvest Financial and Jared Kenney is a winning combination. I have been investing in the markets for over 20 years managing my own personal financial accounts. I performed considerable research before selecting a financial consultant to invest our mothers savings. We concluded that Oak Harvest is a solid, professional investment firm with the personal touch guided by Troy, Chris and team.
After meeting with Jared and Chris we decided to invest with Oak Harvest. It has been just over a year and our mothers accounts have recognized exceptional performance. My brother and I have a high confidence level with the integrity of this firm. Integrity, friendly attitudes and sound investing technique provide the comfort level we were seeking to invest for our mom. At some point in the future Oak Harvest will be the investment firm I choose to manage my own personal accounts. In conclusion, if you are seeking a smart group of qualified investment professionals I highly recommend Oak Harvest


Edgar Poe on Google

image I like ALL of the above. Oak Harvest Financial Group are good quality,good value,professional, and responsive. I enjoy knowing my financial growth will be maximized by professionals who REALLY know their business and cares about the individuals and their needs.


Mike Harman on Google

image Really like their approach to retirement planning. I plan on being a client.


Load More Reviews

Overall Rating

Overall Rating
( 48 Reviews )
46
0
0
1
1

Write a Review

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