Founded in 1998, Oak Tree Financial Services, Inc. is an independent financial firm based in Brookfield, Wisconsin. The company provides comprehensive financial planning services, including retirement planning, wealth management, investment strategies, insurance, and estate planning. Their mission is to help clients build, manage, and preserve their wealth by developing long-term, personalized relationships and offering objective financial guidance. As an independent firm, they are affiliated with LPL Financial for securities and advisory services, allowing them to offer a wide range of non-proprietary financial products.

Founded in

United States