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    Black Oak Asset Management

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    Description

    • Our mission is to deliver peace of mind to our clients through sound counsel so that they may focus on the meaningful areas of their life and their community.Securities and Advisory Services offered through Silver Oak Securities, Inc. Member FINRA & SIPCOUR SERVICESTo develop a financial strategy for your future, its important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use insurance products, such as annuities, to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy. At Black Oak Asset Management, we offer you the following services:Retirement Income StrategiesWealth AccumulationAsset ProtectionAnnuitiesLife InsuranceTax Minimization Strategies Long-Term CareIRA & 401(k) RolloversIn addition, we can refer you to professionals who provide the following services:TrustsProbate Charitable GivingEstate PlanningTax Planning IRA Legacy PlannningYour investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a tax or legal professional on any such matters.
    • location

      Headquarters:102 North Bartow Street Suite 100, Cartersville, Georgia, United States

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    • Black Oak Asset Management phone

      Phone Number: +1 770-382-5792

    • Black Oak Asset Management website

      Website: https://www.blackoakam.com

    • Black Oak Asset Management employees

      Employees:5

    • Black Oak Asset Management revenue

      Revenue:$0 - 1M

    • Black Oak Asset Management legal name

      Legal Name:Black Oak Asset Management

    • Black Oak Asset Management's Social Media

      Black Oak Asset Management linkedin Black Oak Asset Management facebook Black Oak Asset Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    President for Black Oak Asset Management

    Ryan Ledden

    President

    Person level website visitor identification

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    View Employees

    Ryan Ledden

    President

    Kelly Welsch

    Client Service And Marketing Director

    Kristen Jones

    Marketing Coodinator And Client Relationship Manager

    Frequently Asked Questions regarding Black Oak Asset Management

    • Where are Black Oak Asset Management's Headquarters?

      Black Oak Asset Management's Headquarters are in 102 North Bartow Street Suite 100,Cartersville,Georgia,United States

    • What is Black Oak Asset Management's phone number?

      Black Oak Asset Management's phone number is +1 770-382-5792

    • What is Black Oak Asset Management's official website?

      Black Oak Asset Management's official website is https://www.blackoakam.com

    • What is Black Oak Asset Management's Revenue?

      Black Oak Asset Management's revenue is $0 - 1M

    • What is Black Oak Asset Management's NAICS code?

      Black Oak Asset Management's NAICS code is 523930

    • How many employees are working in Black Oak Asset Management

      Black Oak Asset Management has 5 employees

    • What is Black Oak Asset Management's Industry?

      Black Oak Asset Management is in the industry of Financial Services

    • Who is Black Oak Asset Management's President?

      Black Oak Asset Management's President is Ryan Ledden

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