Southern Oak Wealth Group
About the Business
Southern Oak Wealth Group is a premier financial institution located in Brentwood, Tennessee. Our team of experienced professionals is dedicated to providing personalized wealth management services to help our clients achieve their financial goals. Whether you are planning for retirement, saving for a major purchase, or looking to grow your investments, Southern Oak Wealth Group is here to help. Visit us at 5205 Maryland Way to learn more about how we can assist you in securing your financial future.
Location & Phone number
5205 Maryland Way Suite 320, Brentwood, TN 37027, United States
Reviews
"True professionals that work with you to find a solution that works for you. The entire team has a wealth of knowledge that is not just about investments but also covers financial planning, wealth transfer and asset management, diversification and allocation to banking and lending solutions. Great team to have working for you."
"Very reliable and consistently available for any questions I have or anything I may need. Definitely the best group I’ve worked with!"
"John does a great job of answering my questions quickly and keeping my family’s finances safe. I’ve known him for over 20 years and recommend him to anyone looking for help."
"This group is too notch on availability, service, and know ledge."
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