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Stephen Watts
Co-Founder/Ceo at Oak Harvest Financial
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Work Experience
Co-Founder/Ceo
Aug 2008 - Present · 16 years and 5 months
Stephen Watts Estate Planning
Founder/Retirement Phase Specialist
Jan 1997 - Jan 2008 · 11 years
Company Details
11-50 Employees
Oak Harvest Financial Group provides investment and insurance services to retired and pre-retirement individuals. Our core investment philosophies revolve around dividend-growth stocks, individual bonds and various insurance services focused on providing guaranteed lifetime income, financing long term care needs and transferring wealth to future generations and charity. Oak Harvest works solely with people in or approaching retirement and provides a transparent, fee-based approach to retirement income planning and wealth preservation and growth. Investments provided through Oak Harvest Investment Services, LLC. Insurance provided by Oak Harvest Insurance Services, LLC. Investing involves risk including the possible loss or principal. Past performance isn't indicative of future results. .
Year Founded
2008
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Life Insurance, Business Services, Advertising
HQ Location
920 Memorial City Way Suite 150 Houston, TX 77024, US
Keywords
Retirement Income Planning401ksIRAsother Qualified Retirement PlansSafe Growth PlanningSocial SecurityFixed IncomeIndexed AnnuitiesFixed AnnuitiesLife Insurance
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