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“A Place Where Independent Financial Advice and Integrity Converge”

400 Bob Wallace Ave. SW
Huntsville, AL 35801
Phone:
  • 256-704-9400
  • 866-759-0050
Fax:
  • 256-704-9444

Contact Us

Please feel free to contact us with any questions.

Contact Us

Flipbooks

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Calculators

You can review interesting calculators on my site.

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Welcome to Oak Tree Financial Services.



Oak Tree Financial Services, LLC Is an independent, boutique investment firm founded in 2009 with the belief that the interests of the clients must always come first. Our experienced staff has over 90+ years of cumulative financial service experience and look forward to helping you every step of the way. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. 


Oak Tree provides a full range of financial planning services and wealth management for those who seek help to protect and work toward increasing their financial assets. Our investment process is designed to provide you with a profile of your current financial standing, as well as information about how we can help you pursue your financial goals.