Oak Harvest Financial Group

Financial ServicesTexas, United States11-50 Employees

Oak Harvest Financial Group is a financial services company based in Houston, Texas, providing services at 920 Memorial City Way Suite 150. The firm offers investment and insurance services focused on retired and pre-retirement individuals. Its investment approach emphasizes dividend-growth stocks, individual bonds, and insurance products aimed at guaranteed lifetime income, funding long-term care needs, and wealth transfer to future generations and charity. Oak Harvest operates a transparent, fee-based model for retirement income planning and wealth preservation and growth, serving clients exclusively in or nearing retirement. Investments are provided through Oak Harvest Investment Services, LLC, and insurance through Oak Harvest Insurance Services, LLC; the firm employs between 11 and 50 people.

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