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White Oak Wealth Management
5850 Waterloo Rd #140, Columbia, MD 21045, United States
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Jo
Review №1

Dave and Justin are simply the best. I went to them with a vague idea of what I wanted to do, and they came back to me with a detailed plan. They took care of everything, explained it all in vivid detail, and set the whole thing up for me. I have no reservations about trusting them with my investments. They are professional, personable, and sincere. I cannot recommend them enough.

Information
1 Photos
1 Comments
5 Rating
  • Address:5850 Waterloo Rd #140, Columbia, MD 21045, United States
  • Site:http://www.whiteoakwealthmanagement.com/
  • Phone:+1 410-480-7146
Categories
  • Financial planner
  • Investment company
Working hours
  • Monday:8:30am–5pm
  • Tuesday:Closed
  • Wednesday:Closed
  • Thursday:8:30am–5pm
  • Friday:8:30am–5pm
  • Saturday:8:30am–5pm
  • Sunday:8:30am–5pm
Accessibility
  • Wheelchair-accessible entrance:Yes
Planning
  • Appointments recommended:Yes
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