White Oak Wealth Partners
Financial Services - Erie, PA, us
White Oak Wealth Partners Employees
Michael Nedreski
Meadville Area - Managing Partner/ Independent Wealth Coach
White Oak Wealth Partners Details
White Oak Wealth Partners was founded on the principle to always do what is right for our clients. This principle along with our shared team values of honesty, integrity, hard work and fellowship have kept us grounded and growing since 1988. We started our own independent firm, White Oak Wealth Partners because it is our mission to help people live a balanced and fulfilled life through smarter financial planning.White Oak Wealth Partners is a boutique wealth management firm located in Erie, Pa catering to business owners, entrepreneurs, corporate executives, high net worth individuals and their families. Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Gladstone Institutional Advisory, LLC, a registered investment advisor. White Oak Wealth Partners and Gladstone Institutional Advisory are separate entities from LPL Financial.
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