About White Oak Wealth Partners
White Oak Wealth Partners is a Financial Service company, headquartered in Erie, with 11 - 50 employees and annual revenue of $1M - $5M.
As independent financial advisors in Erie, PA, we specialize in tax planning and work with our clients and their tax professionals to create and implement tax-saving strategies. By embracing our unique approach to wealth management, our clients have been able to drastically reduce their tax bills ye...
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White Oak Wealth Partners Company Highlights
Phone Number
(814) 835-xxxx
Corporate Office Address
100 State Street
Erie, 16507
Website
White Oak Wealth Partners Org
White Oak Wealth Partners has 1 C-Level, 1 VP, 1 Director, and 1 Other employees.
White Oak Wealth Partners Decision Makers
- CEOMichael J Nedreski
White Oak Wealth Partners's Tech Stack
Frequently Asked Questions About
White Oak Wealth Partners
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Who is the CEO of White Oak Wealth Partners?
The CEO of White Oak Wealth Partners is Michael J Nedreski. See full contact details ›
How many senior employees does White Oak Wealth Partners have?
White Oak Wealth Partners has 3 senior employees that are typically used for decision making.
Who are the key decision makers at White Oak Wealth Partners?
Key decision makers at White Oak Wealth Partners include Michael J Nedreski (CEO). See full contact details ›
What technologies does White Oak Wealth Partners use?
White Oak Wealth Partners uses technologies including Font Awesome, Google Maps, and HTTP/3.
How do I contact White Oak Wealth Partners?
To contact White Oak Wealth Partners, visit whiteoakwealtherie.com.
What companies are similar to White Oak Wealth Partners?
Companies similar to White Oak Wealth Partners include Dimensional Fund Advisors, Transamerica Financial Advisors Inc., and Community Choice Financial Family of Brands.
Where is White Oak Wealth Partners headquartered?
White Oak Wealth Partners is headquartered at 100 State Street, Erie.
What is the main phone number for White Oak Wealth Partners?
The main phone number for White Oak Wealth Partners is (814) 835-xxxx.
What is the official website for White Oak Wealth Partners?
The official website for White Oak Wealth Partners is whiteoakwealtherie.com.
What is the annual revenue of White Oak Wealth Partners?
The annual revenue of White Oak Wealth Partners is $1M - $5M.
How many employees does White Oak Wealth Partners have?
White Oak Wealth Partners has 11 - 50 employees.
What industry is White Oak Wealth Partners in?
White Oak Wealth Partners is in the Financial Service industry.
Last updated: July 22, 2025