Oak Tree Financial Office, LLC

"Securing Your Future"
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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

  

SymbolPriceChange% Chg
PNR34.200.300.89%
ASTE31.350.441.42%
GRC29.94-0.41-1.35%
LNCE21.130.070.33%
Quotes are by IDC Comstock and are delayed 20 minutes.
Fund prices are from Morningstar.

 
 

Call us to have your stock listed!

 
Oak Tree Financial Office, LLC
Phone 419-281-9656
Fax 419-207-0563
1237 US Highway 42
Ashland, Ohio 44805
 
Member of the

http://www.ashlandohio.com/

 

 

 

Ashland, OH
Updated Saturday, July 31, 2010 7:52 PM
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Low: 61°F
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