Oak Tree Financial Group - Fairfield CT
(2 Reviews)
Our priority is helping you take care of yourself and your family. We want to learn more about your situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success. Schedule an Appointment
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In Business Since 1985
Sentiment Analysis
Very knowledgeable staff, friendly accurate tax preparation and financial planning.
Excellent portfolio managers and customer service.
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