Home
About
Insights
Tools
Client Portal
Contact
- Our Location

Contact

kelly@theoaktreegroup.net

Marietta Office

1337 Canton Road Suite A

Marietta, GA 30066

Phone: 770-319-1700

Mon-Fri: 8:00 AM - 5:00 PM

Sat-Sun: By Appointment

Have A Question?

Name

Email Address

Question Thank you! Oops!

Contact

The Oak Tree Group, Ltd.

Office: 770-319-1700

1337 Canton Road

Suite A

Marietta, GA 30066

kelly@theoaktreegroup.net

Quick Links

Retirement
Investment
Estate
Insurance
Tax
Money
Lifestyle
All Articles
All Videos
All Calculators
All Presentations

Check the background of your financial professional on FINRA's BrokerCheck.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2023 FMG Suite.

Securities offered through Kovack Securities, Inc. Member FINRA, SIPC.

6451 North Federal Highway, Suite 1201, Fort Lauderdale, FL 33308. (954) 782-4771

Advisory services offered through Kovack Advisors, Inc., an SEC registered investment advisory firm.

The Oak Tree Group, Ltd. is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc.

Registered Representative may only conduct business with residents of the states and/or jurisdiction for which they are properly registered. Linked sites are strictly provided as a courtesy. Kovack Securities, Inc. does not guarantee, approve nor endorse the information or products available at the sites, nor do links indicate any association with or endorsement of the linked sites by Kovack Securities, Inc. nor Kovack Advisors, Inc.

Link to: Client Relationship Summary CRS