Oak Tree Financial Services, LLC

“A Place Where
Independent Financial Advice
and Integrity Converge”

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2101 West Clinton Avenue
Suite 303
Huntsville, AL 35805
256-704-9400

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Services

At Oak Tree Financial Services, LLC, we provide assistance in the following areas:

Investments

  • Stocks
  • Bonds
  • Mutual Funds
  • Municipal Bonds
  • Fixed Income
  • Certificates of Deposits - CD’s
  • Fund of Hedge Funds
  • Managed Futures
  • REITs – Real Estate Investment Trusts
  • Private Equity
  • Alternative Strategies

Insurance

  • Fixed Annuities
  • Variable Annuities
  • Immediate Annuities
  • Term Life
  • Universal Life
  • Whole Life
  • Variable Life
  • Second-to-Die Life
  • Key Person Insurance
  • Mortgage Insurance
  • Long-Term Care
  • Disability Income Protection

Investment Management

  • Advisory Accounts
  • Discretionary Managed Accounts
  • Institutionally Managed Accounts
  • Unified Managed Accounts

Financial Planning

  • Wealth Management Planning
  • Wealth Transfer Strategies
  • College Planning
  • Charitable Planning
  • Comprehensive Planning

Retirement Planning

  • IRA Rollovers
  • IRA Strategies
  • Income For Life
  • ROTH Conversions
  • Plan Establishment
  • Plan Investment Management