Black Oak Asset Management - Alpharetta, Georgia

Okay, here’s a detailed overview of Black Oak Asset Management, presented in a formal and approachable style, designed to be helpful to prospective clients:

Black Oak Asset Management: A Comprehensive Overview

Black Oak Asset Management is a financial planning and financial advisory firm dedicated to helping individuals and families achieve their long-term financial goals. Located in Alpharetta, Georgia, at 6110 McFarland Station Dr Ste 1006, GA 30004, they offer a personalized approach to wealth management, prioritizing client relationships and tailored solutions. You can reach them at 05080508, or visit their website at blackoakam.com for more information.

Services and Specialties

Black Oak specializes in guiding clients through various stages of their financial lives. Their services typically encompass:

• Investment Management: Developing and implementing investment strategies aligned with individual risk tolerance and objectives.
• Retirement Planning: Creating comprehensive plans to ensure a secure and comfortable retirement.
• Financial Planning: Providing holistic advice on budgeting, savings, debt management, and estate planning.
• Estate Planning Consultation: Assisting clients in structuring their affairs for efficient and tax-advantaged wealth transfer.

Location and Accessibility

The firm’s physical location at 6110 McFarland Station Dr Ste 1006 in Alpharetta, Georgia, provides a convenient and professional environment for client consultations. Black Oak is committed to accessibility and offers a wheelchair accessible entrance, wheelchair accessible parking lot, and a wheelchair accessible restroom. Restrooms are also available on-site. Appointments are highly recommended to ensure dedicated attention and a productive meeting.

Client Experience & Key Considerations

Based on available feedback, Black Oak Asset Management strives to deliver a responsive and client-focused experience. However, it’s worth noting that some clients have experienced delays in receiving follow-up communication after initial inquiries. The firm’s commitment to online appointments and onsite services demonstrates a flexibility in meeting client needs. The average customer rating of 4.5/5 reflects a generally positive perception of their services, suggesting a strong emphasis on personalized attention and investment expertise.

Contact Information & Further Resources

Phone: 05080508
Website: blackoakam.com

Recommendation

For individuals seeking a dedicated and experienced financial planner and financial advisor, Black Oak Asset Management presents a potentially valuable partnership. While it’s advisable to proactively follow up on initial communications, the firm’s commitment to accessibility and service, coupled with a strong client rating, suggests a worthwhile avenue for exploring your financial goals. We encourage you to visit their website at blackoakam.com to schedule an online appointment and discuss your specific needs with a qualified professional.

Do you require any further elaboration on a particular aspect of Black Oak Asset Management, or would you like me to explore alternative financial advisory firms

👍 Reviews of Black Oak Asset Management

DOTENE

5/5

I moved from Wells Fargo to Ryan Ledden at Black Oak. It was the most positive and profitable experience. I have been in the market and have used a financial advisor for about 25 years. Ryan is the best!

Gary G.

3/5

Met with Ryan and his associate.... the next day sent info that he had requested.
No response for over a week other than " we will get back to you"
And there after still no response.

Decided to invest with Fidelity

Tim A.

5/5

Chas 6.

5/5