Oak Tree Financial Services, LLC

Oak Tree Financial Services, LLC Oak Tree Financial Services -" A Place Where Independent Financial Advice and Integrity Converge" finra.org sipc.org.

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 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 services for those who are seeking 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. Securities offered through LPL Financial (LPL) Member FINRA/SIPC. Advisory services offered through IFG Advisory LLC, a registered investment advisor. IFG Advisory, LLC and Oak Tree Financial Services, LLC are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

09/02/2026

There are benefits and limitations when you decide to donate stock. Learn more from our message.

08/31/2026

When was the last time you updated your will?

Marriage changes everything, including your insurance needs. Here are some things to look out for.
08/28/2026

Marriage changes everything, including your insurance needs. Here are some things to look out for.

Marriage changes everything, including your insurance needs.

Buying a home may be your largest financial commitment. Which loan is best for your situation?
08/26/2026

Buying a home may be your largest financial commitment. Which loan is best for your situation?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m ...
08/24/2026

Did you hear about Aretha Franklin’s handwritten will? How did Frank Sinatra keep his family from contesting his \$100m estate? The examples of famous celebrities underline the need for a clear estate strategy.

The examples of famous celebrities underline the need for a clear estate strategy.

Where there's a will there's a way. Don't leave your estate unattended—update your documents.
08/21/2026

Where there's a will there's a way. Don't leave your estate unattended—update your documents.

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

Here are a few key factors to consider when naming an executor for your estate.
08/19/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

The market is as unpredictable as the weather. We’re here to help you prepare.
08/17/2026

The market is as unpredictable as the weather. We’re here to help you prepare.

This short video helps explain why markets can be as unpredictable as the weather.

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
08/14/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

Do you have a will? Is it updated?
08/12/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

Address

120 Holmes Avenue NE Suite 305
Huntsville, AL
35801

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+12567049400

Website

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