Twenty Oak Financial Partners

Finance · Louisiana, United States · 11-50 Employees

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Overview

Headquarters

102 Asma Blvd Ste 108, Lafayette, Louisi...

Phone Number

(337) 232-9902

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading

About Twenty Oak Financial Partners

Twenty Oak Financial Partners is an independent financial services firm established in 2020, specializing in financial planning and insurance solutions for individuals and small business owners. The firm offers a comprehensive range of services including asset management, tax-advantaged retirement income, employee benefits, and personal and commercial insurance audits. Their team is dedicated to providing tailored financial strategies and holistic planning to meet the unique needs of their clients. With a focus on building long-term relationships, Twenty Oak aims to be a one-stop shop for all financial needs.Explore more
SIC Code 62,628NAICS Code 52,523Show more

Twenty Oak Financial Partners Org Chart

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Frequently Asked Questions Regarding Twenty Oak Financial Partners

What is Twenty Oak Financial Partners's official website?
Twenty Oak Financial Partners's official website is www.twentyoakfp.com
What is Twenty Oak Financial Partners's Revenue?
Twenty Oak Financial Partners's revenue is <$5 Million
What is Twenty Oak Financial Partners's SIC code?
Twenty Oak Financial Partners's SIC: 62,628
What is Twenty Oak Financial Partners's NAICS code?
Twenty Oak Financial Partners's NAICS: 52,523
How many employees does Twenty Oak Financial Partners have?
Twenty Oak Financial Partners has 11-50 employees
What industry does Twenty Oak Financial Partners belong to?
Twenty Oak Financial Partners is in the industry of: Finance, Insurance, Securities Trading
How do I contact Twenty Oak Financial Partners?
Twenty Oak Financial Partners contact info: Phone number: (337) 232-9902 Website: www.twentyoakfp.com
What does Twenty Oak Financial Partners do?

Twenty Oak Financial Partners is an independent financial services firm established in 2020, specializing in financial planning and insurance solutions for individuals and small business owners. The firm offers a comprehensive range of services including asset management, tax-advantaged retirement income, employee benefits, and personal and commerc... ial insurance audits. Their team is dedicated to providing tailored financial strategies and holistic planning to meet the unique needs of their clients. With a focus on building long-term relationships, Twenty Oak aims to be a one-stop shop for all financial needs.Read More

Is Twenty Oak Financial Partners a public company?
Twenty Oak Financial Partners is private company therefore does not currently have an official ticker symbol
See more information about Twenty Oak Financial Partners

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