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Are your "advisers" doing their best for you?
With the BlackOak Group's retirement and financial services for individuals, families and businesses, we put the interests of our clients first.
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Will you be able to retire and maintain your standard of living?
The BlackOak Group provides a tailored approach to individual retirement.
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Will your family be ok if something happens to you?
We offer insurance solutions that can greatly reduce the risk of financial disruptions from life's unknowns.
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Are you saving enough for your children's college education?
The cost of college has grown exponentially over the last 20 years - we can develop a plan to ease the burden of the impending financial obligation.
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Welcome to The BlackOak Group

The BlackOak Group combines years of experience in wealth and risk management, in order to serve the needs our client’s families as well as businesses and business owners.

Strategies
for
Individuals & Families
Wealth
Management
Financial
Planning
Retirement
Funding
Estate
Strategies
Education
Funding
Insurance
Analysis
Strategies
for
Businesses
Retirement
Services
Key Persons
Programs
Executive
Benefits
Deferred
Comp Plans
Business
Succession Planning
Employee
Financial Seminars
Download Brochure

Meet the Advisors

Timothy N. Naffky
Partner
Steven Glamuzina, CFP®, ChFC®
Partner
Steven Fretthold
Partner
Sondra Payne, CFP®
Partner
Ryan Timmons
Partner
Ryan Gill, CFP™, CIMA®
Senior Partner
Robert Tighe, MBA
Partner
Michael T. Peters, CFP®, ChFC®
Co-Founder and Managing Partner Wealth Strategies Division
Michael Kielbasa
Partner
Michael J. Rea, CFP®, ChFC®
Senior Partner
James Keddie, CFP®
Partner
Eric McKenrick, CFP®, ChFC®, CLU®
Partner
David L. Hungerford, Sr. ChFC®, CLU®, AIF®, CPFA®
Partner
David J. Hungerford
Partner
Austin V. Kelly, CFP®, AIF®, CPFA®
Co-Founder and Managing Partner Business Solutions Division

What Our Team Says

“I truly understand the hard work and many hours my clients put in to earn their money. I take great pride and responsibility in helping them strive to make that money work hard for them.”
Steven Glamuzina, Partner
“During my tenure with BlackOak, I’ve enjoyed forging relationships and friendships with clients and team members along the way – including sharing in their success and helping them through their tribulations.”
Michael Kielbasa, Partner

Resources

Investing in your passions

“How can I pursue my passion without jeopardizing my financial security?” Even if you love your job, you probably have something else that you’d rather

January 29, 2023
YEARS
0

The BlackOak Group financial professionals have an average of over 17 years experience.

BILLION
$ 0

Our clients trust us in advising them on more than $2.8 Billion of their assets

INDUSTRY DESIGNATIONS
0

Our financial professionals hold 24 industry designations

Get Directions – Advisor Contact Information – Equitable Advisors Product Support – LinkedIn

Check the background of this financial professional on FINRA’s BrokerCheck.

Copyright © 2022. The BlackOak Group. All rights reserved. 

For purposes of the information contained on this website, “advisor” is used as a general term to describe insurance/annuity and investment sales and advisory professionals who may hold varied licensing as insurance agents, registered representatives of broker-dealers, and investment advisory representatives (IAR) of registered investment advisors, respectively. “Advisor” in this context is not intended to necessarily refer to IAR-offered financial advisory/planning services.

Securities offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor with the SEC. Annuity and insurance products offered through Equitable Network, LLC, which conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, and in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://www.equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.    The BlackOak Group is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-139724 (1/21) (Exp. 1/25)