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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*New for 2009 - We now offer QUICK REFUNDS! Refunds available in 1-4 days!!
 
 
 
 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
Financial statements
Long-term & short-term strategic planning
Onsite consulting including computer support
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
PNR24.07-0.78-3.14%
ASTE27.01-0.97-3.47%
GRC19.46-0.44-2.21%
LNCE23.35-0.03-0.13%
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 Monday, July 06, 2009 12:52 PM
Partly Cloudy
Partly Cloudy
75°FHigh: 80°F
Low: 59°F
Wind: 9 mph
Humidity: 38%
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