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Oak Capital Advisors | We help break through financial growth barriers.

We can show you how to achieve financial growth. We coordinate and clarify financial planning, money management, tax, estate, and insurance planning; continually optimizing every aspect of our clients’ financial lives.

http://www.oakcapitaladvisor.com/

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CONTACTS AT OAKCAPITALADVISOR.COM

Oak Capital Advisors, LLC

Brett Fellows

1940 Ha●●●●●●●nt Road

Mount●●●●●asant , South Carolina, 29466

United States

1.95●●●●4771
da●●●●●●●●●@yahoo.com

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Contech Associates

Dave Boursaw

6451 N.●●●●●●●al Hwy.

1●3

Fort ●●●●●rdale , Florida, 33308

United States

1.95●●●●4771
da●●●●●●●●●@yahoo.com

View this contact

Contech Associates

Dave Boursaw

6451 N.●●●●●●●al Hwy.

1●3

Fort ●●●●●rdale , Florida, 33308

United States

1.95●●●●4771
da●●●●●●●●●@yahoo.com

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Oak Capital Advisors | We help break through financial growth barriers. | oakcapitaladvisor.com Reviews

https://oakcapitaladvisor.com

We can show you how to achieve financial growth. We coordinate and clarify financial planning, money management, tax, estate, and insurance planning; continually optimizing every aspect of our clients’ financial lives.

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Oak Capital Advisors, LLC, Mt. Pleasant, South Carolina

https://oakcapitaladvisor.com/index.html

Oak Capital Advisors, LLC is an independent, wealth management and financial planning firm specializing in building and preserving the wealth of individuals, families, and institutional clients. We utilize a unique 4-Step Process to help you to build, manage, and preserve your wealth. We concentrate on developing innovative solutions for your unique investment and financial challenges. Together we create a roadmap for you to achieve your financial goals. Your achievement is our greatest success.

2

News & Updates - Oak Capital Advisors, LLC

https://oakcapitaladvisor.com/NewsUpdates.html

Past Issues: August 22. 1127 Queensborough Blvd, Suite 106, Mt. Pleasant, SC 29464 · Tel: (843) 284-0798 · Fax: (843) 284-0829 · eMail: bfellows@oakcapitaladvisor.com. Brett K. Fellows is registered with and securities are offered through Kovack Securities, Inc. 6451 N. Federal Highway, Ste 1201, Fort Lauderdale, Fl 33308 (954) 782-4771. Advisory services offered through Kovack Advisors, Inc. Oak Capital Advisors, LLC., is not affiliated with Kovack Securities, Inc. / Kovack Advisors, Inc.

3

What We Do - Oak Capital Advisors, LLC, Mt. Pleasant, South Carolina

https://oakcapitaladvisor.com/WhatWeDo.html

Our firm provides help in the following areas:. Qualified Retirement Plan Reviews. Continued Health Care Coverage. Stocks, Bonds, Mutual Funds. Annuities (Fixed and Variable). 401k (Traditional and Roth) and 403b. Profit Sharing, Simple IRA, or SEP. Traditional and Roth IRA’s. Group Life and Group Health. Short and Long Term Disability. Oak Capital Advisors Unique 4 Step Process. Step 1 - Identify. Step 3 - Execute. 6451 N. Federal Highway, Ste 1201, Fort Lauderdale, Fl 33308 (954) 782-4771. Brett Fellow...

4

About Us - Oak Capital Advisors, LLC

https://oakcapitaladvisor.com/AboutUs.html

Brett is his client's financial advocate, striving to organize and simplify life in such a way that maximizes the enjoyment of a client’s wealth now and in the future. 1127 Queensborough Blvd, Suite 106, Mt. Pleasant, SC 29464 · Tel: (843) 284-0798 · Fax: (843) 284-0829 · eMail: bfellows@oakcapitaladvisor.com. Brett K. Fellows is registered with and securities are offered through Kovack Securities, Inc. 6451 N. Federal Highway, Ste 1201, Fort Lauderdale, Fl 33308 (954) 782-4771.

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LECT I . Borrowers and Brokers have direct access to the decision makers. Our streamlined processes allow us to be flexible and fast acting. Oak Capital's specialist lending team strives to provide industry leading service to its clients. 8203;With greater transparency and choice of specific investment criteria, the Oak Capital Mortgage Fund may be the investment for you. Take control over what your money is doing! CALL US NOW TO DISCUSS INVESTING OR BORROWING. 8203; 07 5574 2789. Every loan is secured ...

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Get Your IRS File. Today's News and Weather. Tax Strategies for Business Owners. Tax Strategies for Individuals. IRS Tax Forms and Publications. Marginal and Effective Tax Rates Calculator. Call Us: (407) 792-6552. Peace of Mind is knowing that your finances are looked after by experienced professionals who care about you. Read more. We offer a broad range of services to help you secure a sound financial future. Read more. Providing the support you deserve. When will you receive your refund? Phone: (407)...

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Oak Capital Advisors | We help break through financial growth barriers.

We help individuals and couples break through financial. Growth barriers to build brilliant lives. We are redefining the client-advisor relationship through 4-client expectations:. No conflict of interest or anything to sell. Always looking out for your best interest at all times and providing oversight of all the financial people and financial institutions in your life. Routinely identify the necessary course corrections required to keep you on-track to all your financial objectives. Id":1,"instanceName...

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Account and Policy Login. Mount Pleasant, South Carolina. Greenville, South Carolina. Summerville, South Carolina. Fax: (843) 989 - 0551. Florence, South Carolina. Fax:(888) 484 - 5569. Log in to AXA. Troy R. Barrentine, MSF, CFP. Christopher Miller, CFP. William J. Milton, Jr., MBA, CFP. Daniel A. Dupuis, CFP. George T. Holmes, IV, MBA, CFP. Maxwell F. Boyd, CFP. Charles J. McCarthy. James B. Plair, Jr., ChFC , CLU. Michael A. Roy. H Micheal Thomas, ChFC , CLU. Sean Dambaugh, MBA. Wealth Mgt. Login.

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