About the Oaktrust CT LLC
OakTrust CT LLC, located at 49 Saddle Ridge Road in Wilton, Connecticut, is a finance institution specializing in investment management and retirement planning. Managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA, OakTrust provides comprehensive wealth management services to individuals and businesses.
As an independent company, OakTrust focuses solely on meeting the unique needs of their clients. They strive to build trusting relationships by understanding each client's financial goals and providing ongoing communication and support. Their services include organizing assets, developing asset allocation strategies, insurance planning, and creating financial and estate plans to simplify and integrate every aspect of their clients' financial futures.
Nicholas Zizzadoro, a Managing Partner and Co-Founder of OakTrust, brings over 25 years of industry experience to the firm. He works with families and individuals to provide services such as retirement planning, investment management, estate and trust planning, and insurance planning. Thomas J. Papa, also a Managing Partner and Co-Founder, has over 30 years of industry experience and specializes in Wealth Advisory strategies and financial services.
Securities offered through LPL Financial and investment advice offered through OakTrust Wealth Advisors, LLC, a Registered Investment Advisor. The registered representatives associated with OakTrust may only conduct business with residents of certain states. Please review their Important Disclosure Information, Privacy Notice, and Customer Relationship Summary for more details.
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