About
Top 100 Advisor provides Wealth Management, Asset Protection, and Financial Services.
SkyOak Capital prides ourselves on protecting our clients from the downside. While our clients lost money during the 2008 crash, the loses were limited so that the super majority had fully recovered their losses by the end of 2009. Our President was named one of the "Top 100 Advisors"; she has over 30 years experience. She has held her CFP for over 20 years as well as numerous licenses. Wanting to do what was right for her clients and not necessarily the "program" being forced on her by her emp...
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Services
financial services
retirement planning services
estate planning
Foundation Management
insurance
Contact
Current Hours
- Sun CLOSED
- Mon 8:00 AM - 5:00 PM
- Tue 8:00 AM - 5:00 PM
- Wed 8:00 AM - 5:00 PM
- Thu 8:00 AM - 5:00 PM
- Fri 8:00 AM - 4:00 PM
- Sat CLOSED
-
Wed 8:00 AM - 5:00 PMOPEN NOW
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Detailed Information
- Location TypeHQ
- Opening Date2009
- Annual Revenue Estimate$1 to 2.5 million
- SIC Code show
- Employees5 to 9
- Contactsshow
- President Jennifer Davis
- Chief Technical Strategist Derek Davis