Oak Capital Management LLC

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United States
Greenville, SC
Oak Capital Management LLC

Comprehensive Financial Services and Wealth Management firm helping individuals and small businesses. Equal Opportunity Employer – M/F/D/V.

NOTE – All InMail, e-mail and other electronic individual and group communications sent to and received from this SOCIAL MEDIA page are subject to capture, review and archive by Equitable Advisors, LLC and to possible production upon regulator request for review. Duly registered and licensed representatives offer securities through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIP

C (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an SEC-registered investment advisor, and offer annuities and insurance through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, LLC). All companies are affiliated and do not provide tax or legal advice. For financial professionals conducting business in the state of New York who hold one or more of the following designations and title respectively, please see Important Information & Disclosures in the link below: CASL, RICP, and CRPC professional designations, and RETIREMENT PLANNING SPECIALIST title. Important Information & Disclosures: http://bit.ly/2f98X9d

Oak Capital Management, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

01/22/2025

Check out LPL Financial Research's Global Portfolio Strategy: "Ingredients in Place for Another Good Year for Stocks in 2025". https://bit.ly/4hazkaN

07/04/2024

06/16/2024

If you are a dad, smile and laugh with those you cherish on this holiday and enjoy the love and admiration you deserve. If you know a dad who should be celebrated, be sure to let him know how great he is and how much you appreciate the job he has done. Wishing you and your family a very special Father’s Day.

05/12/2024

Mother's Day gives you a chance to touch the hearts of all the mothers in your life. Let them know how much their love and wisdom mean to you. Thank them for everything they have done and everything they continue to do.

Have a wonderful Mother's Day.

03/25/2024

One of our Partners, Michael Bynarowicz, recently got a rare opportunity. Here is Michael in his own words:

“Love to see my clients enjoying their retirement, especially when they let me tag along on their golf trips!
Wonderful time spent with friends and family. The golf and weather weren’t too bad either!”

02/22/2024

Check out LPL Financial Research's Weekly Commentary on the market: “Treasures: Who's Buying and Why it Matters".

02/14/2024

We couldn't let Valentine's Day pass without letting you know how appreciated you are. Thank you for your business and support. Happy Valentine's Day!

01/24/2024

January is Financial Wellness Month and a great time to check in on your financial plan. These 9 pillars can help you build a solid financial foundation.

1. Set financial goal.
2. Make a budget.
3. Plan for taxes.
4. Build an emergency fund.
5. Manage debt.
6. Protect with insurance.
7. Plan for retirement.
8. Invest beyond your 401(k).
9. Create an estate plan.

Our team is happy to give an objective review of your current plan and provide guidance to help you achieve your financial goals.

Address

750 Executive Center Drive Suite 100
Greenville, SC
29615

Telephone

+18642509033

Website

https://www.oakcapitalmgt.com/

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