One Oak Wealth Management

Name: One Oak Wealth Management
Address: 1200 Westlake Ave #1000, Seattle, WA, 98109, US
Telephone: 206-582-0500

1200 Westlake Ave #1000
Seattle, WA 98109 206-582-0500

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? out of 1 recommended

Consumer Ratings for One Oak Wealth Management — 1 Ratings

Percent of customers who rated service "superior" for:

Giving helpful advice

Doing work properly

Promptness/responsiveness

Overall quality

Consumer Comments for One Oak Wealth Management

Consumer from SHORELINE, WA
Aug 14, 2024

I have had excellent advice and management of my investments for many years from One Oak, an independent financial advisory firm which uses the services provided by LPL, a clearing house for investment transactions used by many independent brokers and financial advisors. My preferences are listened to, and there is none of the "hard sell" one finds with many of the major brokerage firms or investment companies.

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One Oak Wealth Management

Ratings

Consumer Ratings for One Oak Wealth Management — 1 Ratings

Consumer Comments for One Oak Wealth Management

You won't find anything else like Checkbook

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Financial Advisors

One Oak Wealth Management

Ratings

Consumer Ratings for One Oak Wealth Management — 1 Ratings

Consumer Comments for One Oak Wealth Management

You won't find anything else like Checkbook

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