8 Commerce Avenue
Welcome to Lone Oak Financial Services
Holistic financial strategies tailored to your goals.
"When I considered the lone oak my grandfather planted near his cabin, I saw it wasn't the tallest or strongest tree on the property, Then I realized the lone oak isn't a tree at all, it is the Legacy my grandfather left to his family."
SCHEDULE AN APPOINTMENT
MEET FOR A DISCOVERY SESSION
IMPLEMENT A STRATEGY
Enjoy the fruits of your labor. We will help you plan for your retirement and excite you for what’s to come.
We firmly believe that we are purposed with helping you succeed, knowing that our reward is more than just monetary gain and that our business will flourish most when you are completely satisfied.
This is the moment you’ve been waiting for – an opportunity to spend more time with your family, travel to your favorite destinations, or dedicate yourself to the hobbies you love. Are you prepared?
Lone Oak offers a variety of financial services.
As a respected financial advisory firm in the Susquehanna Valley, our reputation thrives on personal relationships and customer satisfaction. We know we have done our job when our clients are truly confident in their financial stability.
From growing your wealth to planning for your family’s future, Lone Oak Financial Services wants to help you plan your financial strategy.