A hard-working, family owned, financial services firm based in Rancho Cucamonga, Ca. Established in 1994, we hit the ground running with our direct approach to finding success. With over 25+ years of experience, we are in the business of providing our clients with the best service and quality.
Francis founded Oak Tree Services in 1994 and his legacy continues to live on with Oak Tree celebrating 25+ years in business.
Melissa has graduated with a Bachelor's of Science degree in Business Administration and a minor in Accounting and has recently attained her MBA from the University of La Verne. She is a registered Tax Preparer with CTEC.
Alex recently graduated from Cal State San Bernardino with an Accounting degree. He is a registered Tax Preparer with CTEC.
Andrew is our IT Specialist that ensures all computer hardware, software , networks and servers are securely encrypted and work consistently and correctly.