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Oakwell Private Wealth Management
1619 East Common Street, New Braunfels, Texas 78130
About the Oakwell Private Wealth Management
Oakwell Private Wealth Management is a premier finance institution located at 1619 East Common Street in the charming city of New Braunfels, Texas, United States. With a focus on providing personalized wealth management services, Oakwell is committed to helping clients achieve their financial goals and secure their financial future. Our team of experienced professionals offers expert advice and tailored solutions to meet the unique needs of each individual client. Whether you are planning for retirement, investing for the future, or managing your assets, Oakwell Private Wealth Management is dedicated to providing top-notch financial guidance and support. Trust us to help you navigate the complexities of the financial world and make informed decisions that will benefit you for years to come.
Photos of Oakwell Private Wealth Management
1619 E Common St Suite 1101, New Braunfels, TX 78130, United States
Opening hours of Oakwell Private Wealth Management
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Closed
Sunday:
Closed
Reviews of Oakwell Private Wealth Management
"I had the pleasure of working with Jacob Yaklin at Oakwell Private Wealth Management, and I cannot express enough how satisfied I am with his exceptional service and expertise. From the moment I walked through the doors, Jacob made me feel at ease with his warm and friendly demeanor. Jacob's knowledge of the financial markets and his ability to assess my needs truly impressed me. He took the time to understand my financial goals, and with his guidance, I feel confident about the direction my investments have taken. His attention to detail and commitment to provide the best possible outcomes sets him apart from other advisors. Throughout our engagement, Jacob has been meticulous in explaining the various investment strategies and options available to me. He has demonstrated a rare level of transparency and honesty, ensuring that I was well-informed at every step of the process. Jacob's patience and ability to demystify complex financial concepts have been invaluable to me. What stood out to me the most was Jacob's consistent availability and responsiveness. He promptly addressed any concerns or questions I had, making me feel like a valued client. Jacob has demonstrated a true passion for his work, and his dedication to delivering top-notch service is commendable. Working with Jacob has not only given me peace of mind but has also significantly impacted my financial growth. His guidance has helped me make prudent decisions, ultimately leading to positive returns on my investments. I am truly grateful for Jacob's expertise and guidance, and I wholeheartedly recommend his services to anyone seeking professional financial advice. Thank you, Jacob Yaklin, and Oakwell Private Wealth Management, for providing me with an outstanding experience. I look forward to continuing this successful partnership and achieving further financial milestones under Jacob's guidance."
"Oakwell’s Wealth advisory team is full-service, prompt, and highly educational in their work. My family’s CFP at Oakwell, Jacob Yaklin, has been instrumental in helping us make more informed decisions since joining the firm a couple years ago and we are grateful for the knowledge along the way. In addition to everyday financial planning, the company offers services beyond in the areas of insurance and the like—deepening their full-service value tag. My family regards highly their efforts and recommends their services to anyone looking. Thanks OPWM!"
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