THE OAK GROUP

Ryan's approach led to significant growth of his practice at Smith Barney. In 2004, Ryan added a Chartered Financial Analyst (CFA) to his team to enhance the value of his client relationships. His continued success laid the groundwork for the development of the Oak Group as it stands today. Through the application of Modern Portfolio theory, tactical application of asset allocation, and the use of private investment advisers the Oak Group is one of the largest wealth management practices in the Hudson Valley... Our goal is to help you take a proactive approach to your personal financial situation. We are dedicated to helping you make sound decisions for your financial future. Helping you gain a better understanding of investing, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with us to pursue your financial goals... Through tailored and timely financial and investment advice, our goal is to help clients succeed financially..

Primary location: Poughkeepsie United States