Company Email Format Management

First Oak Wealth Management

Financial Services 9131 Anson Way 5 employees

Employees: 5
Contacts: 3
Emails: 3
Phones: 2

firstoak.com LinkedIn

First Oak Wealth Management Overview

Headquarters: 9131 Anson Way
Phone Number: Available in AeroLeads
Website: firstoak.com
Industry: Financial Services
Employees: 5
Founded: 2017
NAICS: Finance and Insurance

Monetary Authorities-Central Bank

Keywords

Raleigh

About First Oak Wealth Management

First Oak Wealth Management is an Investment Advisory firm serving individuals and their families. Our focus is objective, independent wealth management strategies to help you achieve and maintain the financial future you envision. As fiduciaries, we partner with clients to create in-depth financial plans and implement dynamic, scenario-tested investment strategies to navigate the knowns and unknowns ahead.

First Oak Wealth Management Contact Details

People in AeroLeads: 4
With contact data: 3
Email contacts: 3; 75.0% coverage
Phone contacts: 2; 50.0% coverage

First Oak Wealth Management Org Chart

Sample employees and titles

Name	Title	Location	Contact
Ryan Thomsen, Cpwa®, Aif®	Investment Management & Financial	Raleigh, North Carolina, United States	Email Phone
Catherine H.	Office Administrator at First Oak	Raleigh-durham-chapel Hill Area, United States	View
John Michael Dorman	Client Operations Associate at First	Raleigh, North Carolina, United States	Email
Anna Edwards, Mba	Client Service Manager at First Oak	Raleigh, North Carolina, United States	Email Phone