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SkyOak Wealth Management

1237 N. Riverside Ave. #25
Medford
OR 97501
Phone: 800-971-8070

Category: Financial Advisory Services
Website: http://www.skyoak.com
Email: moc.kaoyks@ofni

Company representatives

Jennifer Davis, President
Email: moc.kaoyks@sivad.refinnej

Don Watson, Chief Compliance Officer
Email: moc.kaoyks@nostaw.nod

Derek Davis, Chief Operations Officer
Email: moc.kaoyks@sivad.kered

Jennifer Davis, Owner

Jennier Davis, CFP, President

About SkyOak Wealth Management

Top 100 Advisor for 2012 provides Wealth Management, Asset Protection, and Financial Services.


SkyOak Wealth Mangament prides ourselves on protecting our clients from the downside. While our clients lost money during the 2008 crash, the loses were limited so that the super majority had fully recovered their losses by the end of 2009.

Our Chief Investment Officer was just named one of the "Top 100 Advisors for 2012"; she has over 20 years experience working with the large wirehouses. She holds her CFP as well as numerous licenses. Wanting to do what was right for her clients and not necessary the "program" being forced on her by her employer she decided to break away and go independent in the beginning of 2010.

Now we try to make it all about the client.


Products and Services

  • Financial Services
  • Foundation Management
  • Retirement Planning
  • Insurance
  • Estate Planning

Opening Hours


Closed when the Stock Market is closed. Website is available 24/7
  • SundayCLOSED
  • Monday8:00 AM to 5:00 PM
  • Tuesday8:00 AM to 5:00 PM
  • Wednesday8:00 AM to 5:00 PM
  • Thursday8:00 AM to 5:00 PM
  • Friday8:00 AM to 4:00 PM
  • SaturdayCLOSED

Business categories

  • Certified Financial Planners
  • Financial Services

Location Type

Headquarters


Revenue

$1,500,000 - $1,750,000


Employees

5 to 9


Years In Business

13


Brands

  • Insurance
  • Real Estate
  • Alternative Investments
  • ETFs
  • Stocks

Additional information

Wealth Managment Company with currently 6 locations and over $100 Million assets under managment.


Rating

Browse U.S. states for Financial Advisory Services



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