Company Information

Get to know Oak Harvest Financial Group

Oak Harvest Financial Group is an independent, fiduciary financial services firm that focuses on creating comprehensive retirement plans for its clients. Founded with the mission to provide a holistic approach to retirement, the company emphasizes creating custom "Retirement Success Plans." Their services encompass proprietary investment management strategies, retirement income planning, tax-efficient strategies, and wealth and legacy protection to help clients navigate their financial journey before and during retirement.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Oak Harvest Financial Group

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(327 reviews)

United States

2008

(18 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.