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Coby Harper Clu Ch Fc
Principal And Producer at Southern Oak Advisory
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Work Experience
Principal And Producer
Sep 2023 - Present · 1 years and 3 months
Princpal
Jul 2018 - Sep 2023 · 5 years and 2 months
The Benefits Group (TBG), LLC
Marketer
Jan 2002 - Jun 2018 · 16 years and 5 months
Company Details
2-10 Employees
Long-Standing Relationships. Successful Results. From making simple business connections, to creating a unique financial strategy designed specifically for each client, Southern Oak Advisory has a proven culture of care based on long-standing relationships rather than transactional tasks. These deep-rooted relationships help us help our clients because we have been listening to their needs for quite some time. We want what they want and together this type of business model has helped our clients and our company succeed and grow. Whether it’s banks selling insurance, or attorneys managing investments, many companies expand their services hoping to get more pieces of your financial pie. Southern Oak Advisory does the opposite. We stay focused so we can narrow our offerings and give the best counsel for the client. We build relationships with experts in other disciplines to offer a resilient referral network, providing our clients with unparalleled expertise, no matter what their business need may be. We want to be there to serve others and make their lives better. Smart but strategic...Southern Oak Advisory is here to help you.
Year Founded
2019
Social Media
Linkedin
Industry
Financial Services
HQ Location
Atlanta, US
Keywords
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