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About Us

dedication and understanding

TOGETHER we'll face the future with courage, strength and knowledge.

A fulfilling life can mean something different to everyone. With insight and clarity, we offer new ways to help you make your own life’s most important decisions.

Our 6 PROMISES are to help you build a fulfilling future

The most important work we do is getting to know who you are. When we work with people as individuals, not dollars and stats, that’s when we deliver on our mission.

There are reasons for the decisions you’ve made so far. We listen, learn and build on your existing assets – respecting the choices you’ve made.

When you have personal and practical questions, we’ll be ready with answers about the options that can help you make the most of what you’ve earned and saved.

A fulfilling life can mean something different to everyone. We offer new ways to make your own life’s most important decisions with insight and clarity.

We believe in giving you the knowledge and time you need to understand performance, and more specifically, progress toward the goals you’ve communicated to us.

As the world and your goals change over time, your financial strategy should as well. With advice designed for you and products built to meet your needs at every stage in life, we help you secure your well-being so you can live the life that’s most meaningful to you.

Our mission is to help people build fulfilling futures.

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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.

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