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Oak Tree Financial Services is committed to providing quality wealth management planning and advice to families and small businesses in the community. With our offices located in Pennsville National Bank, we work independently with our clients, making conservative, unbiased decisions that personally suit each individual. We invite you to become a member of our family. |
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How much do you need to save each year to meet your long-term financial goals? Use this calculator to estimate how much income and savings you may need in retirement. Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. |
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| 10 Year Treasury Note | 0.19 | - 1.45 |
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170 South Broadway Phone: 856.678.6006 |
Investment Centers of America, Inc. (ICA), member FINRA/SIPC and a registered Investment Advisor, is not affiliated with Pennsville National Bank and/or Oak Tree Financial Services. Securities, advisory services and insurance products offered through ICA and affiliated insurance agencies are *not insured by the FDIC or any other Federal Government agency *not a deposit or other obligation of, or guaranteed by any bank or their affiliates *subject to risks including the possible loss of principal amount invested.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
- Representatives of a Registered Broker-Dealer (“BD”) or Registered Investment Advisor (“IA”) may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state’s registration requirements.
- Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
We are registered to offer securities in the following states: DE, FL, MD, NJ, PA