Oak Tree Financial
Description
WE ARE INDEPENDENT: And we mean that in the full sense of the word. We are not owned in any part by a financial institution that also produces financial products.
WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves. We work hard to find the best financial money managers/products for our clients from over 100 different financial institutions, be they Banks, Investment Firms, Life Insurance Co’s, Trust Companies, Pension Managers, or Credit Unions. Add to this a team that has over 200 years of combined experience in the financial industry, and you have a winning combination.
WE BELIEVE INTEGRITY IS NOT JUST A WORD, BUT THE ONLY WAY TO DO BUSINESS: We chose carefully in 2004 to associate with a national financial dealer PEAK FINANCIAL GROUP because after much research we felt that their motto “Integrity Above All” was more than a saying. They walked the talk. When we work with you to map out your financial future, we will give you an honest answer to all your questions.