The Oak Group

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2649 South Rd
Poughkeepsie, NY 12601
+1 (845) 330-4777
https://fa.wellsfargoadvisors.com

The Oak Group is a financial advisory firm located in Poughkeepsie, NY, offering a range of services including retirement planning, estate planning strategies, and college savings plans. With a team of experienced professionals, they aim to understand their clients' financial goals and provide personalized investment solutions to help achieve them.

The Oak Group is affiliated with Wells Fargo Advisors Financial Network, LLC, and offers investment and insurance products through Wells Fargo Clearing Services, LLC. They prioritize client satisfaction and strive to provide comprehensive financial guidance while managing investment risks. Their expertise and commitment make them a trusted partner in navigating the complexities of financial planning.

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United States›New York›Poughkeepsie›The Oak Group

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