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Get in touch with our team of investment professionals.
1250 Broadway, Suite 3601
New York, NY 10001
United States
Main: +1 (555) 123-4567
Toll Free: 1-800-BLUEOAK
International: +1 (555) 987-6543
General: info@blueoakfinancial.com
Support: support@blueoakfinancial.com
Investments: invest@blueoakfinancial.com
Monday - Friday: 8:00 AM - 8:00 PM EST
Saturday: 9:00 AM - 5:00 PM EST
Sunday: Emergency Support Only
Located in the heart of Manhattan's Financial District
Quick answers to common questions about our services
Our minimum investment amount starts at $1,000 for our Starter Plan. We offer various investment plans to accommodate different budget levels and investment goals.
Getting started is easy! Simply fill out our contact form, schedule a free consultation, or call us directly. Our team will assess your financial goals and recommend the best investment strategy for you.
Yes, we are SIPC protected up to $500,000 per account. We are also fully licensed and regulated by the U.S. Department of Treasury and SEC, ensuring the highest level of security for your investments.
Our fee structure is transparent and competitive. Management fees vary by plan and investment amount, typically ranging from 0.5% to 1.5% annually. There are no hidden fees, and we provide detailed fee disclosure before you invest.
Yes, you can request withdrawals at any time. However, some investment plans have specific terms and conditions. We recommend discussing your liquidity needs during the consultation to choose the right plan for you.