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Oak Tree Financial Office, LLC is a full service Accounting Firm. Our professional staff provides customized services to manage personal and business finances. Our goal is to develop solid plans to maximize financial success.

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Consulting

Portfolio Management
Retirement planning
401K rollover
Estate planning
Planned funding of child’s or grandchild’s education
Minimize income tax liability
Manage financial risk

Accounting/Bookkeeping
Personal & business income tax filing
Payroll
Bookkeeping
Long-term & short-term strategic planning
Onsite consulting including computer support

Notary Public services

Oak Tree Securities, LLC

Securities offered through: Capital City Securities, LLC

Oak Tree Securities, LLC is not a

subsidiary or affiliate of Capital City Securities, LLC

133 Dublin Road Suite 122-D

Columbus, Ohio 43215

(614)485-0803

Broker Dealer

Capital City Securities, LLC

Local Stocks: Pentair, American Augers, Gorman Rupp, Lance

Symbol	Price	Change	% Chg
PNR	34.20	0.30	0.89%
ASTE	31.35	0.44	1.42%
GRC	29.94	-0.41	-1.35%
LNCE	21.13	0.07	0.33%
Quotes are by IDC Comstock and are delayed 20 minutes. Fund prices are from Morningstar.