Frank Costa; Vincent Malazita, CPA, MBA; Karl D. Fisher, CFP®, ChFC; David Pozzi; Sean Stoneback; John G. McCormick, JD, ChFC
At Oak Financial Partners, our capabilities and experience, together with our team approach, allows us to assess and offer our clients a wide-range of financial products and services. Whether it's developing a financial strategy, creating a customized executive benefits program for your business, or preparing a detailed asset allocation analysis, our mission is simple: to provide forward thinking and cost effective financial strategies to you as our valued client. The key to our firm's success is our professional excellence and integrity, and our constant pursuit of open communication and an in-depth understanding of each of our client's unique financial needs. Our credentials and principled approach allow us to deliver on our promise of personalized service and provide an added level of comfort and confidence for our clients. We look forward to helping you take control of your financial future!
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Contact Info
Phone: 1-866-582-4227
Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.
Securities offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Investment advisory products and services offered through AXA Advisors, LLC, an investment advisor registered with the SEC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.
Oak Financial Partners, LLC is not owned or operated by AXA Advisors or AXA Network.
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