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Oak Financial Services
 
 
Overview: 

We are an independent Tax and Financial Services Company.

LIFE INSURANCE

   WHOLE LIFE
   TERM LIFE


 HEALTH INSURANCE

   INDIVIDUAL HEALTH
   GROUP HEALTH
   LONG TERM CARE
   DENTAL
   VISION
   FLEXIBLE SPENDING ACCOUNT


 RETIREMENT PLANNING


 TAX PLANNING

   COMPREHENSIVE TAX PLANNING
   INDIVIDUAL AND BUSINESS TAX PREPARATION
   ELECTRONIC TAX FILING
   IRS AUTHORISED E-FILER


 BUSINESS SERVICES

   BUSINESS PLANNING
   GROUP INSURANCE : LIFE, DISABILITY, MEDICAL, HEALTH, ETC.
   QUALIFIED PLANS: PENSIONS, PROFIT SHARING, 401K


 BOOKKEEPING

   PAYROLL
   ALL GOVERNMENT REPORTING FORMS

 EDUCATION PLANNING

 ESTATE PLANNING


 
 
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Ascent Limited
Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.
    Ascent Limited
   
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