Oak Tree Financial
Finance · Canada · 1-10 Employees
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Overview
Headquarters
406 Wallace Ave N, Listowel, Ontario, N4...Phone Number
(201) 331-6405Website
www.oaktreefinancial.caRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
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About Oak Tree Financial
WE ARE INDEPENDENT: And we mean that in the full sense of the word. We are not owned in any part by a financial institution that also produces financial products. WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves. We work hard to find the best financial money managers/products for our clients from over 100 different financial institutions, be they Banks, Investment Firms, Life Insurance Co's, Trust Companies, Pension Managers, or Credit Unions. Add to this a team that has over 200 years of combined experience in the financial industry, and you have a winning combination. WE BELIEVE INTEGRITY IS NOT JUST A WORD, BUT THE ONLY WAY TO DO BUSINESS: We chose carefully in 2004 to associate with a national financial dealer PEAK FINANCIAL GROUP because after much research we felt that their motto "Integrity Above All" was more than a saying. They walked the talk. When we work with you to map out your financial future, we will give you an honest answer to all your queRead more
Oak Tree Financial Org Chart
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WE ARE INDEPENDENT: And we mean that in the full sense of the word. We are not owned in any part by a financial institution that also produces financial products. WE BELIEVE IN PROFESSIONAL MONEY MANAGEMENT: We do not manage money ourselves. We work hard to find the best financial money managers/products for our clients from over 100 different fina... Read More
