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OakTree Financial Services
10 Pearse Square, Fermoy, County Cork, Ireland
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About OakTree Financial Services
OakTree Financial Services is a well-known establishment located in the heart of Fermoy, Pearse Square. With years of experience in the finance and insurance industry, our team of professionals is dedicated to helping clients make informed and effective financial decisions that can secure their financial future.
Whether you need assistance with managing your finances, investing your money, or securing insurance coverage for your home or business, our experts are here to guide you through the entire process. Our financial services include investment planning, retirement planning, estate planning, tax planning, and more. We have a range of insurance coverage options for life, health, auto, home, and business.
At OakTree Financial Services, we aim to provide personalized solutions that align with your unique goals and aspirations. We understand that each customer is different and has distinct financial needs, that's why we take the time to listen and understand your financial situation before coming up with a tailored plan that suits you.
Our team comprises experienced, knowledgeable, and certified financial professionals who are committed to delivering high-quality services. We value open communication and transparency, ensuring that our clients understand the financial instruments and processes we use. We pride ourselves on building long-term relationships with our clients while providing excellent customer service.
In summary, OakTree Financial Services is a top-notch financial and insurance agency that provides personalized solutions to all our customers. If you need to secure your financial future, protect your family, or grow your investment portfolio, visit us today at Fermoy, Pearse Square, 10, and let us help you achieve your financial goals.
Photos of OakTree Financial Services
10 Pearse Square, Fermoy, Co. Cork, P61 HF67, Ireland
Opening hours of OakTree Financial Services
Monday:
09:00 - 17:00
Tuesday:
09:00 - 17:00
Wednesday:
09:00 - 17:00
Thursday:
09:00 - 17:00
Friday:
09:00 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of OakTree Financial Services
"Excellent advice. Also excellent suggestions that I had not considered but will now. Did not have answer to one question, however what was great was acknowledged that did not have answer and will get it. Far, far better than making up an answer. Honest, friendly, knowledgeable, explained everything in a way that I fully understood. Thanks."
"Hi there, I have had a corporate pension plan for my employees for a number of years through another broker but I took the opportunity earlier this year to move our existing policies over to OakTree (Adrian). I am delighted I did so. As you hear in the general pension conversions, ‘the performance of a particular policy/ fund cannot be guaranteed’, but I can categorically state, the professionalism and service of OakTree CAN ! In my personal opinion, Adrian has gone far and above my original high expectations. Time and again he has offered helpful and meaningful advice when it came to the selection of services available to us. To his fault, he is always available for a consultation on policies matters. All information given is clear and understandable, even too me. As the initial service was so good, I have since taken out further policies on a personal level. I will be happy to do so again in the not too distant future. In these Covid times, with the frequent use of Zoom meetings, i can advise that it is clear that Oaktree and Adrian, take their customers professional and personal financial matters personally, always striving for positive results."
"Friendly, competent financial advice backed by an experienced team qualified in pensions, savings and investments. OakTree Financial Services offers a first class service and I have successfully switched my occupational pension to a private one with lower fund charges and fees with an equivalent or better risk/ return profile. I also took advantage of their advice in tax planning and asset management. The whole experience has been a pleasure. Strongly recommend."
"Dealing with Adrian and his team is always a pleasure. He explains everything in a way that is very easy to understand and he is always very aware of what is best for my situation. I highly recommend anyone looking for honest, personalised financial advice to speak with Adrian or Tracy."
"Excellent service. Would recommend Adrian and Dennis to anyone needing financial advice or seeking a mortgage. They guided us efficiently and knowledgeably through a very complicated mortgage application."
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