SkyOak Wealth Management 1237 N. Riverside Ave. #25 Category: Financial Advisory Services
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More Contacts Of SkyOak Wealth Management
http://www.facebook.com/?ref=home#!/pages/SkyOak-Wealth-Management/203903696293358 (Facebook)
http://twitter.com/Sky_Oak (Twitter)
Company representatives
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
15
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
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