OakTrust Wealth Advisors
Financial Services - N/A, N/A, N/A
OakTrust Wealth Advisors Employees
OakTrust Wealth Advisors Details
Welcome to OakTrust Wealth Advisors, an independent investment management and retirement planning firm managed by Nicholas Zizzadoro, CPA, PFS, ChFC, CLU and Thomas J. Papa, CPA. We provide comprehensive wealth management services to a select group of individuals and businesses, including:- Individuals in financial transition (i.e. employment disruption, marital status change)- Retirees and pre-retirees- Business OwnersOakTrust is an independent company. At OakTrust, you are our only focus. We'll take the time to understand your unique needs, communicate with you on an ongoing basis and develop a trusting relationship. We strive to simplify the demands of managing your wealth so you'll be able to devote more time to your business, your personal endeavors and your family. We aim to organize your assets, asset allocation strategy, insurance, and financial & estate plans to help simplify, consolidate and integrate every aspect of your financial future.Check the background of investment professionals associated with site on FINRA's BrokerCheck at https://brokercheck.finra.org.Securities offered through LPL Financial, Member SIPC sipc.org. Investment advice offered through OakTrust Wealth Advisors, LLC, a Registered Investment Advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CA, CO, CT, DE, FL, GA, KS, MA, MD, ME, MI, MN, MT, NC, NH, NJ, NV, NY, PA, RI, SC, TN, VA, VT.
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