The BlackOak Group LLC
Financial Services
Williamsville, New York, United States
8 employees
- Employees
- 8
- Contacts
- 4
- Emails
- 4
- Phones
- 1
The BlackOak Group LLC Overview
- Headquarters
- Williamsville, New York, United States
- Website
- theblackoakgroup.com
- Industry
- Financial Services
- Employees
- 8
- Founded
- 2009
- Company Email
- Available in AeroLeads
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About The BlackOak Group LLC
The BlackOak Group, LLC comprises of some of the most distinguished, innovative, and respected financial professionals affiliated with Equitable Advisors. Many of us hold advanced degrees, such as MBAs, and other professional designations like Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Our members are highly experienced at meeting the specific needs of individuals, corporate executives and business owners. The BlackOak Group is a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors (NY, NY 212-314-4600), member FINRA, SIPC.
The BlackOak Group LLC Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 1
- 25.0% coverage
The BlackOak Group LLC Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Austin Kelly Cfp®, Aif®, Cpfa | Certified Financial Planner™ Professional | Buffalo, New York, United States |
Email
Phone
|
| Michael Peters, Cfp®, Chfc® | Managing Partner W/ the Blackoak Group - Senior Vice-president W/ Equitable Advisors | Buffalo, New York, United States |
Email
|
| Sondra Payne, Cfp®, Cdfa | Certified Financial Planner™ Professional at Equitable Advisors | Buffalo, New York, United States |
Email
|
| Bryan Plunkett | Financial Consultant | Buffalo, New York, United States |
Email
|
Employees by Management Level
Individual contributor
4 profiles
Executive
1 profile
Department Contact Coverage
| Department | Contacts | Phone | |
|---|---|---|---|
| Finance | 1 | 1 | 0 |
| General | 1 | 1 | 0 |
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