About Us
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.
Testimonials
"I depend on the expertise of Oak Tree for my business, my clients and my own personal lines of insurance. The professionals at Oak Tree are conscientious, responsive and extremely well-informed. I rest easier knowing that they are there to get the job done right — and make sure I have the coverage I really need. It’s nice to have an insurance agency you enjoy interacting with every time."
Mark J. Hanna
President & CEO Director’s Mortgage, Inc., Oregon
"I have worked with many insurance professionals over the last 25 years and have not found any that are as knowledgeable, organized or client-oriented as those I have dealt with at Oak Tree Insurance. They can provide information on everything from personal insurance to investing for the future. Choosing to put your trust in this company would be a wise move, no matter what your needs are."
Continued Success,
Beth Ayres
Administrative Director North Rim Properties, LLC
"Thank you for the excellent, ongoing service you have provided me. Through your efforts, you have located and provided insurance coverage, which I was unable to obtain elsewhere. In fact, I was repeatedly advised that such insurance was unavailable. In addition, I very much appreciate the personal service and attention to detail that you have rendered in each of the many transactions we have undertaken. You have always made yourself available to discuss matters, and have proposed sound solutions, which are not aimed at making a sale. Based upon this, I suspect that you have many loyal customers. It is truly a pleasure to do business with you, and I look forward to our continued work together."
Harris S. Matarazzo
Attorney at Law
"Oak Tree Insurance sets the industry standard for professionalism. They have consistently handled all of our insurance needs in a highly professional manner. If a problem occurs, it is not passed on down the line. Rich Allison gets involved right away to find solutions. The buck stops on his desk."
Jay Patel
Super 8 Motel
"We are very grateful to Koko Hunt and the staff at Oak Tree Insurance for assisting us in our financial planning and investments. We have been guided carefully and thoughtfully through the investment process and have full confidence that we are doing the right thing. Additionally, we have changed our home and automobile insurance with their assistance and are saving considerably on the premiums. We have had very quick responses from all the staff when we have questions or need help and are always treated with respect. We are small investors planning for eventual retirement, yet Koko has worked with us for so many hours that we are made to feel that our portfolio is as important to him as a much larger account."
Thank you so much,
Jeanne and John Ellison
"Just a note to thank you and everyone at Oak Tree Insurance for your continued fine support. I just renewed my Professional Liability coverage, and I appreciate the courteous and professional manner in which I am always treated by everyone at Oak Tree. You help me in keeping track of my business insurance needs, and making sure that I am up to date with my required coverage."
Thanks again,
Tony Krause
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