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Oak Harvest Financial Group Employee Directory

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.

Find Oak Harvest Financial Group employees' phone numbers or email addresses

Oak Harvest Financial Group Global Highlights

Location
Employees

North America
90

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  • United States Of America
    90

Asia
1

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  • Singapore
    1

Oak Harvest Financial Group's Leadership

  • Vice President Marketing at Oak Harvest Financial Group
    M. S.
    Vice President Marketing
    Mobile Phone
  • Co-Founder And President at Oak Harvest Financial Group
    J. S.
    Co-Founder And President
    Mobile Phone
  • Partner And Wealth Planner at Oak Harvest Financial Group
    B. S.
    Partner And Wealth Planner
    Mobile Phone
  • Owner at Oak Harvest Financial Group
    R. C.
    Owner
    Mobile Phone
  • Senior Financial Advisor at Oak Harvest Financial Group
    R. K.
    Senior Financial Advisor
    Mobile Phone
  • Senior Client Concierge at Oak Harvest Financial Group
    L. K.
    Senior Client Concierge
    Mobile Phone
  • Executive Administrative Assistant at Oak Harvest Financial Group
    B. A.
    Executive Administrative Assistant
    Mobile Phone
  • Position In Client Services at Oak Harvest Financial Group
    S. B.
    Position In Client Services
    Mobile Phone

Oak Harvest Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Finance
  • Business Development
  • Community & Social Services
  • Other
  • Legal

Contact profiles from Oak Harvest Financial Group

Name
Title
Contact
Location
Last Update
  • Partner And Wealth Planner at Oak Harvest Financial Group
    B. S.
    Partner And Wealth Planner
    Mobile Phone
    Oct 22, 2024
  • Co-Founder And President at Oak Harvest Financial Group
    J. S.
    Co-Founder And President
    Mobile Phone
    Oct 18, 2024
  • Owner at Oak Harvest Financial Group
    R. C.
    Owner
    Mobile Phone
    Oct 17, 2024
  • Vice President Marketing at Oak Harvest Financial Group
    M. S.
    Vice President Marketing
    Mobile Phone
    Aug 20, 2026
  • Senior Financial Advisor at Oak Harvest Financial Group
    R. K.
    Senior Financial Advisor
    Mobile Phone
    Sep 13, 2026
  • Senior Client Concierge at Oak Harvest Financial Group
    L. K.
    Senior Client Concierge
    Mobile Phone
    Oct 23, 2024
  • Executive Administrative Assistant at Oak Harvest Financial Group
    B. A.
    Executive Administrative Assistant
    Mobile Phone
    Sep 04, 2025
  • Position In Client Services at Oak Harvest Financial Group
    S. B.
    Position In Client Services
    Mobile Phone
    Oct 17, 2024
  • Marketing And Client Services at Oak Harvest Financial Group
    T. K.
    Marketing And Client Services
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Oak Harvest Financial Group known for?

Minus sign iconPlus sign iconOak Harvest Financial Group was founded in 2008 and operates in the Financial Services industry. You can contact Oak Harvest Financial Group's main corporate office by phone at
+1-281-973-****
. Explore Oak Harvest Financial Group's company overview page for more information.

What is Oak Harvest Financial Group's most common email format?

Minus sign iconPlus sign iconOak Harvest Financial Group employees' email format typically follows the pattern of First@oakharvestfg.com. Trying to find reliable and up-to-date employee contact data? Find more Oak Harvest Financial Group email formats with LeadIQ.

How many employees does Oak Harvest Financial Group have currently?

Minus sign iconPlus sign iconOak Harvest Financial Group has approximately 38 employees as of August 2026. These team members are located across 2 continents, including North America and Asia.

Who are Oak Harvest Financial Group's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Oak Harvest Financial Group's key employees include:

  • Vice President Marketing: M. S.
  • Co-Founder And President: J. S.
  • Partner And Wealth Planner: B. S.
  • Owner: R. C.
  • Senior Financial Advisor: R. K.

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