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Ronnie P. Moody, CFP®

Oak Tree Financial Services, LLC

2101 Clinton Ave. W.
Ste 303
Huntsville, AL 35805
Phone: (256) 704-9400
Fax: (256) 704-9444

Toll-free: (866) 759-0050

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Household Income Minimum: $100,000
Investable Asset Minimum: $250,000

Specialties
  • Comprehensive Financial Planning
  • Attending College
  • Annuities
  • Banking
  • Charitable & Planned Giving
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Irregular Income
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.