Oak Financial

Oak Financials' experienced staff provides customized accounting, financial administration, human resources, and lifestyle management services. Oak Financial serves individuals, small businesses, non-profits, and estates in the Greater Boston area. We work with our clients and their advisors, taking a proactive approach to help them manage their financial, personal and business needs. At Oak Financial we act as the liaison between our clients and the vendors in their professional and personal lives. We provide timely communication thereby guaranteeing all your current and future needs are managed. Oak Financial is an independent financial, lifestyle management and human resources service organization. Our philosophy is that the interests of our clients always come first. With over a decade of financial service experience, our Founder looks forward to helping you towards your financial goals. Our goal is to provide our clients with the information and guidance necessary to make sound financial decisions. Oak Financial provides a full range of financial services for individuals and businesses who are seeking assistance with financial management and helping them work towards their financial goals.

Address: PO Box 812701 Wellesley, MA 02482, USA

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