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Oak Financial Partners, LLC

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Oak Financial Partners, LLC

Overview:

At Oak Financial Partners, our capabilities and experience, together with our team approach, allows us to assess and offer our clients a wide-range of financial products and services.

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward thinking and cost effective financial strategies to you as our valued client.

The key to our firm's success is our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our credentials and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

We look forward to helping you take control of your financial future!
Our Mission

Our firm's collective capabilities and experience - together with our team approach - allows us to assess and offer you a wide-range of financial products and services.

Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward-thinking and cost-effective financial strategies to our valued clients.

The keys to our firm's success are our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our associates' credentials, experience and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients.

We look forward to helping you take control of your financial future.

AXA Advisors Financial Professionals can offer a variety of financial products and services that are designed to help you plan for, build and achieve a more stable financial future. These include:

   Fee-Based Financial Planning
   Retirement Planning
   Business Planning
   Estate Conservation Strategies
   Fixed and Variable Annuities
   Variable and Traditional Life Insurance
   Disability Income and Other Insurance
   Long-Term Care Insurance
   401(k) and other Company Sponsored Plans
   Asset Management Accounts
   Mutual Funds
   Education Planning
   Money Markets
   Traditional and Roth IRAs
   Wrap Fee Accounts
   Brokerage Accounts
   529 Plans
   Deferred Compensation Programs
   Buy-Sell Plans
   Life Insurance for Key Persons
   Asset Allocation Strategies

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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.

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