The Oak Group

The Oak Group is a finance institution located at 2649 South Road, Poughkeepsie, New York, United States. Our mission is to help individuals take a proactive approach to their personal financial situation by providing sound advice and guidance for their financial future. We specialize in investing, retirement planning, estate planning, and wealth preservation. Our team at The Oak Group is dedicated to helping clients pursue their financial goals and make informed decisions.

As part of Wells Fargo Investment Institute, we offer insights and outlooks on the economy, equities, fixed income, real assets, and alternative investments. Our President, Darrell Cronk, provides valuable information on current market trends and potential impacts on investments. We also provide weekly market insights, economic data analysis, and reports on timely market topics.

At The Oak Group, we understand the importance of staying informed and up to date on market trends. We offer a flexible and customizable planning approach to meet the unique financial needs and goals of each client. Whether you are saving for retirement, education, or any other long-term goal, we are here to help you navigate the complexities of financial planning.

Please note that our services are intended for residents of specific states listed on our website. Securities-related services may not be available to individuals residing outside of these states. We encourage you to consult with our financial advisors to discuss your specific financial needs and goals.

For more information, visit our website or contact us at The Oak Group. Let us help you take control of your financial future and pursue your financial goals with confidence.