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We Provide the Financial Knowledge & Experience You Can Trust

The consultants of The BlackOak Group work along side our clients, and our client’s other professional advisors, to address their current financial needs and concerns, while staying focused on helping them work toward achieving their long term financial goals.

 Wealth Strategies and Business Strategies

We work with individuals to design their retirement income plans, address their estate planning needs, provide investment advice, review their insurance needs, and address their loved ones’ educational aspirations.

We work with business owners and their employees to design and improve their retirement plans, reward and retain key people, provide executive benefits, and address their organization's insurance needs.


Duly registered and licensed associates of the BlackOak Group, LLC, offer securitiesthrough AXA Advisors, LLC (213-314-4600), member FINRA/SIPC, offer investment advisory products and services through AXA Advisors, LLC an investment advisor registered with the SEC, and offer annuity and insurance products through AXA Network, LLC (AXA Network Insurance Agency of California, LLC in CA and AXA Network Insurance Agency of Utah, LLC in UT).  AXA Equitable Life Insurance Company (AXA Equitable)(NY, NY), AXA Advisors and AXA Network are affiliated companies and do not provide tax, accounting, legal or fiduciary advice or services.  Individuals may transact business and/or respond 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.  The BLACKOAK Group, LLC is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.  PPG-91768(06/14)(exp.06/16)