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.

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provokin...
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Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitic...
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Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Stocks surged in April, notching their best month in five years as investors cheered upbeat economic news, efforts to lower tensions in the Middle East, and first-quarter results.

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Do you know the difference between a credit lock and a credit freeze?

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There are billions in unclaimed dollars in the US. Is some of that yours?

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Might you need more coverage in retirement? This piece covers some good reasons to retain your insurance.

Reasons to retain your coverage into your retirement years.

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How long does a $20 bill last?

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You may not be able to stop floods from wreaking havoc, but insurance can manage some of the financial loss.

Protect yourself against the damage that your homeowners policy doesn’t cover.

Learn about Medicare’s popular program, offering retirees free gym membership and health education.
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Learn about Medicare’s popular program, offering retirees free gym membership and health education.

Medicare’s popular program, offering free gym membership and health education.

A disability could keep you from work and increase costs. How can you protect yourself?
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A disability could keep you from work and increase costs. How can you protect yourself?

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Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:
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Medicare and Medicaid are two terms that seem interchangeable, but aren’t. Learn more here:

The terms Medicare and Medicaid sound similar but are two very different things. Learn the differences in this informative article.

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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