Oak Tree Financial Services, LLC

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.