Current Position:
President at Great Oak Wealth ManagementLocation:
Pottstown, Pennsylvania, United StatesJun 2004 - Current
MBA at Penn State Great Valley
Bachelor's degree at Ursinus College
Name: Great Oak Wealth Management
Speciality: Retirement Planning, Investment Management, Tax Planning, Financial Planning, Stock Option Planning, Small Business Retirement Plans, Education Planning, Philanthropic Planning, Estate Planning, Fee-Only
Location: Pottstown, PA, United States
Employees: 1-10
HQ Phone: 484-986-2002
Description: Great Oak Wealth Management is a financial firm that provides investment solutions to enhance business growth for organizations....
What industries has Jim White worked in?
Jim White works in the Financial Services.What positions has Jim White held before?
Previously, Jim White worked as a .How do I contact Jim White?
Jim White's email address is j*******e@greatoakadvisors.com, phone number is +1-***-***-3209. Sign up to get contact details.Who are Jim White's peers at other companies?
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