Quick Contact Info
Oak Tree Insurance
340 Oswego Pointe Dr.
Suite 100
Lake Oswego, OR 97034
Phone
(503) 635-3303
(800) 394-9899
Fax
(503) 635-7491
Serving
- Oregon
- Washington
- California
- Arizona
- Colorado
- Nevada
Member of Securities Investor Protection Corporation (SIPC). For an explanatory brochure, please visit www.sipc.org.
Your Protection is Our Business
At Oak Tree Insurance, the foundation of our business lies in the relationships we build with the people we serve. It’s our priority to ensure that you’re aware of the risks associated with life events, and to help minimize the impact when the unexpected happens. As an independent, boutique agency, Oak Tree Insurance strives to find you the best protection offered by the most reputable insurance carriers in the country. You can rely on our professional team of knowledgeable experts to go the extra mile on your behalf, working to maximize your protection and limit your exposures. No matter what the stage of your personal or business life, we can help you identify your risk exposures. We then work to find the best ways for you to avoid and manage those exposures so that you, your family and your assets receive the highest level of protection possible. Planning for and understanding events, big or small, can minimize the impact when they do occur. With our emphasis on helping all clients lay a solid foundation for a brighter, more secure future, we’ve been able to build some of the strongest customer relationships in the business.
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Consumer Tip
Traditional IRA and Roth IRA: Exciting New Contribution Limits for 2006 Just Released
Understand the differences between the Traditional and Roth IRA’s! Regardless of which type of IRA you choose, the Federal government imposes annual contribution limits.
Oak Tree Insurance has been included on the Portland Business Journal’s prestigious list of the Top 25 Insurance Agencies for the past three years.