What departments does Oak Harvest Financial Group have?

Oak Harvest Financial Group has employees across 4 departments including Entrepreneurship, Marketing, Banking, Administrative.

What is the largest department at Oak Harvest Financial Group?

The largest department at Oak Harvest Financial Group is Entrepreneurship with 2 employees.

Where are Oak Harvest Financial Group employees located globally?

Oak Harvest Financial Group has employees across 2 continents and 2 countries including Singapore, United States Of America.

How has Oak Harvest Financial Group's team size changed over time?

Oak Harvest Financial Group's team has decreased from approximately 41 to 36 employees based on available data.

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.

Oak Harvest Financial Group Global Highlights

North America
96

United States Of America
96

Asia
1

Singapore
1

Oak Harvest Financial Group's Leadership

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

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

B. S.
Partner And Wealth Planner
Mobile Phone
Email
Oct 22, 2024
J. S.
Co-Founder And President
Mobile Phone
Email
Oct 18, 2024
R. C.
Owner
Mobile Phone
Email
Oct 17, 2024
M. S.
Marketing Director
Mobile Phone
Email
Jul 14, 2026
R. K.
Senior Financial Advisor
Mobile Phone
Email
Jun 29, 2026
L. K.
Senior Client Concierge
Mobile Phone
Email
Oct 23, 2024
B. A.
Executive Administrative Assistant
Mobile Phone
Email
Sep 04, 2025
S. B.
Position In Client Services
Mobile Phone
Email
Oct 17, 2024
T. K.
Marketing And Client Services
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Oak Harvest Financial Group known for?

Oak Harvest Financial Group was founded in 2008 operates in the Financial Services industry; you can contact the 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?

Oak Harvest Financial Group employees' email format typically follows the pattern of . 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?

Oak Harvest Financial Group has approximately 43 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

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

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

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

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Oak Harvest Financial Group Employee Directory

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