Oak Tree Financial Group - Fairfield CT - Fairfield, Connecticut

Oak Tree Financial Group, located at Address: 2000 Post Rd #205, Fairfield, CT 06824, is a renowned financial advisory firm that has been serving the Fairfield community for many years. They can be reached at Phone: 2033335502.

Their website, oaktreefinancialadvisors.com, provides valuable information about their services, team, and philosophy. Oak Tree Financial Group specializes in Tax preparation service, offering personalized solutions to meet the unique needs of each client.

Accessibility and Convenience

The firm is committed to ensuring that their services are accessible to everyone. They offer a wheelchair accessible entrance and wheelchair accessible parking lot for clients with mobility challenges. Appointments are recommended to ensure that each client receives the attention they deserve.

Exceptional Service

Oak Tree Financial Group has received high praise from their clients, with an average rating of 5/5 on Google My Business. Clients have described the team as professional, kind, efficient, personable, accessible, and supportive. The office manager, Lisa, is also highly regarded for her exceptional service.

One client stated, "I've been a client for 11 years and cannot speak highly enough about my experience. Highly recommend" Another client shared, "Professional, kind, efficient, personable, accessible, supportive . just a few words I can use to describe Oak Tree Financial Group. I use them for both my taxes and financial investments and refer them to my friends and colleagues. If you need one or both services, you should give Mark & Mike a call. You won't be disappointed."

Recommendation

👍 Reviews of Oak Tree Financial Group - Fairfield CT

Kathryn C.

5/5

Professional, kind, efficient, personable, accessible, supportive ... just a few words I can use to describe Oak Tree Financial Group. I use them for both my taxes and financial investments and refer them to my friends and colleagues. If you need one or both services, you should give Mark & Mike a call. You won't be disappointed. The office manager Lisa is pretty awesome too!

Austin G.

5/5

Excellent company to do business with. I’ve been a client for 11 years and cannot speak highly enough about my experience. Highly recommend!

Jennifer W.

5/5

Best place to do your taxes and all your financial needs. Very professional. Always friendly.Excellent service.. I highly recommend them.

Dave M.

5/5