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We are closed for relocation December 5, 2024, to January 1, 2025. Our team looks forward to serving you from our new location in January!

OakHeart Financial Group

OakHeart Financial Group
Categories

Financial Services

Hours:

Monday- Thursday: 8:00 AM - 5:00 PM
Friday: 8:00 AM - 4:00 PM

Driving Directions:

From Hwy 29 heading N: Exit on Rio Road. Turn R on Rio Road. Turn R onto Glenwood Station Ln. Take a L and drive to the last building on the left. Take the stairs or elevator to the second floor.

About Us

Comprehensive financial planning tailored to your unique current situation and future goals.

Highlights

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The partners of OakHeart Financial Group: Joseph Feola, Michael Hancock and Kristen Hardy.
Our office is private, conveniently located and accessible with onsite parking.
Private Wealth Advisor, Joseph Feola, meets virtually, by phone or in person per client preference.
The team at OakHeart Financial Group is committed to creating more confidence in your future.
Financial Advisor, Edwin Yowell and Private Wealth Advisor, Kristen Hardy, collaborate on unique planning needs and goals.
Kristen Hardy, Private Wealth Advisor and Chief Operations Officer, is available to answer client questions by phone call, text, email or in person.
The advisors at OakHeart Financial Group educate clients on goal progress, market conditions, lifestyle decisions and

Rep/Contact Info

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Will Elvgren
Client Relationship Manager
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Holly Tomski
Business Development Manager