"A Place Where Independent Financial Advice and Integrity Converge"
President - Managing Principal
Oak Tree Financial Services, LLC Is an independent, boutique financial service organization founded in 2009 with the belief that the interests of the clients must always come first. Our experienced staff has over 89 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 services for those who are seeking help to protect and work towards 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.