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13555 Bishop's Court
How We're Different
At Oak Tree Financial Services, we've found that a team approach can often be a very effective way to help varied clients who have a wide variety of needs.
We will help you maneuver through what can be the complex financial-services world.
We invite you to discover and experience the power of our services. We've developed a unique and insightful method that we believe provides far-reaching benefits for our clients.
What is the O.A.K Tree approach?
Objective – Accountable – Knowledgeable
Within our caring firm, you can benefit from financial professionals with very diverse backgrounds, educations, and successful experiences in helping a wide range of persons, each with their own particular circumstances.
EVERY CLIENT IS DIFFERENT --
No one strategy fits everyone. That's why every client gets our undivided listening and personal attention—from planning, to execution, to follow-up.
We take a proactive, personal, individualized approach.
We help you develop a sound, flexible strategy to address your financial goals and objectives, using the most efficient and effective methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those varying situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
Please find the items of interest to you on our website. If you have any questions, please contact our office (262-649-9202). We look forward to speaking with you. Welcome!