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Oak Harvest Financial Group

Houston
This listing is sourced from TDI public records. FairlyInsured has no formal relationship with this agency.
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About Oak Harvest Financial Group

Oak Harvest Insurance Services provides comprehensive financial planning and retirement strategy services, focusing on personalized plans tailored to individual needs including tax planning and Social Security optimization. The agency is known for accessible, knowledgeable service and regular plan adjustments to help clients achieve financial peace and confidence in retirement.

Best for

Life planners
Term life, health, and disability income planning.

Coverage & Carriers

Coverage

Life
Term, whole life, disability income, final expense

What clients are saying

Highly Rated
★★★★★
I'm very happy with Oak Harvest. I don't feel that I need to be constantly worried about my finances, since that is my nature. Ed is great at making me feel comfortable talking about my finances and lifestyle. He is very knowledgeable about taxes, Social Security, and wants versus needs. I recommend Oak Harvest every time the subject of financial planning comes up with friends or family. Everybody I've worked with at all levels has been great, from scheduling to the nitty gritty of money. Great job!
I
Google reviewer
★★★★★
Oak Harvest has been a true blessing and due to my plan they developed I will be able to retire with financial peace and confidence. They don't just grow your money they build a comprehensive plan and adjust as needed, but at least every 6 months. I cannot recommend them more and and the decision 4 years ago to go with them has made a significant difference in my life and financial peace.
O
Google reviewer
★★★★★
Oak Harvest has helped me feel confident about my financial future in retirement. They listen and create individualized plans and they do not plug everyone into the same strategy. They are accessible and knowledgable, willing to answer all my questions.
O
Google reviewer

About the agency

Agency type

Unknown
920 Memorial City Way Ste 150, Houston, TX 77024, USA
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