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Business Profile

Pension and Profit Sharing Plans

Red Oak Financial Group

This business is NOT BBB Accredited.

Find BBB Accredited Businesses in Pension and Profit Sharing Plans.

Visit Website(410) 321-0168Email BusinessWrite a Review

About

Overview

Red Oak Financial Group

403 Allegheny Ave

Towson, MD 21204-4214

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BBB Accreditation & Rating

Red Oak Financial Group is NOT a BBB Accredited Business.

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About This Business

Red Oak Financial Group provides financial planning and wealth management services, including retirement planning and legacy building strategies. The company assists clients with investment strategies and comprehensive service solutions for retirement plans.

Years in Business: 47

Products and Services

Financial Planning, Retirement Plan Services, Wealth Management

Business Details

Local BBB:
BBB of Greater Maryland
BBB File Opened:
5/20/1996
Business Started:
4/5/1978
Business Incorporated:
4/5/1978
Type of Entity:
Corporation
Business Management:
Ms. Martha Hayner
Mr. Christopher Compton, Principal
Ms. Sheila Wickman, Chief Operating Officer

Additional Contact Information

Principal Contacts
Mr. Christopher Compton, Principal
Customer Contacts
Mr. Robert Gleiche, Director of Development
Mr. Christopher Compton, Principal
Ms. Sheila Wickman, Chief Operating Officer
Fax numbers
Primary Fax: (410) 321-0169
Additional Email Addresses
Primary: Email this Business
Social Media

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 49121 for this business, issued by Maryland Insurance Administration. The expiration date of this license is 6/24/2026.

Maryland Insurance Administration

525 St Paul St

Baltimore MD 21202

410-4682000

Additional Information

Other Resources
Maryland Insurance Administration
525 St Paul St
Baltimore MD 21202
Phone Number: (410) 468-2000
www.mdinsurance.state.md.us
[email protected]
U.S. Securities and Exchange Commission
100 F Street, NE
Washington DC 20549
Phone Number: 800-732-0330
Fax Number: (202) 772-9295
https://www.sec.gov
[email protected]
Business Categories
Pension and Profit Sharing Plans, Financial Planning Consultants, Life Insurance, Retirement Planning Services, Health Insurance, Investment Advisory Services, Wealth Management

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When considering complaint information, please consider the company's size and volume of transactions. Note that the nature of complaints and a company’s responses to them are often more important than the number of complaints. BBB Business Profiles generally cover a three-year reporting period.