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.
Company Details
- Employees
- 8
- Founded
- -
- Address
- 350 Essjay Road, Suite 300, Williamsville,ny 14221,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- theblackoakgroup.com
- Keywords
- Financial Needs Analysis, Executive Benefits, Wealth Strategies, Business Strategies, Retirement and Fiduciary Services, Estate Planning, Education Funding.
- HQ
- Williamsville, NY
The Blackoak Group Llc Questions
The Blackoak Group Llc's website is theblackoakgroup.com
The Blackoak Group Llc's LinkedIn profile is https://www.linkedin.com/company/the-blackoak-group
The Blackoak Group Llc has
8 employees.
View email and phone details for 8
employees at The Blackoak Group Llc.
The Blackoak Group Llc's industry is
Financial Services
The Blackoak Group Llc's top competitors are
Equitable Advisors,
Axa Advisors, Llc,
Equitable,
Sandhill Investment Management,
Vision Financial Group,
Crestwood Advisors,
Bennett Companies,
Greene Tweed,
Uob,
Metha Asset Management.
The Blackoak Group Llc's categories are Financial Services
The Blackoak Group Llc's founding year is 2009
