Oak Tree Securities Inc

Average Rating

20

The only thing she was able to do for me was to tell me that the current company was wrong to release the funds. She, or anyone from the company she represents, has not done a thing to help locate my funds. The really worse part is the lack of communication between her and the company's representatives who submit the documents. This SHOULD NOT HAVE HAPPENED, had she really taken ownership of...

Posted by Ale Gutierrez on February 05, 2016. Brought to you by merchantcircle.

Average Rating

20

I am disappointed and would like to warn all of you about rolling over your present funds into accounts this consultant may suggest to you. I trusted that she would follow my request and held off submitting the documents to my current company and she did not do it. My money was disbursed against my wishes because my documents were submitted even after I clearly stated to her that I had to...

Posted by Ale Gutierrez on February 05, 2016. Brought to you by merchantcircle.

Retirement planning, Financial Planning, Life & Health Insurance

Posted on May 04, 2022. Brought to you by merchantcircle.

Since 2004 the company has been providing Management Consulting Services.

Posted on August 15, 2015. Brought to you by dandb.

Oak Tree Securities Inc is located at 2440 W Shaw Ave Ste 210, Fresno, CA. This business specializes in Senior Services.

Posted on April 10, 2015. Brought to you by merchantcircle.