Oaktree Financial Services Firm Takes Home Third Award Of The Year
Oaktree Financial Services is proud to announce that it has won its third award of 2023. On Thursday, 9th November, at the Mansion House in Dublin, the Cork-based financial services firm was awarded the Investment Broker Expert Award by Brokers Ireland.
In June this year, the Oaktree team received the Business All-Star Financial Services Team Of The Year 2023-24 by the All-Ireland Business Foundation. This was followed by the Cork Digital Marketing Award for Best Use of Facebook – less than 20 employees, in October. Giving the financial planning team a hattrick with its latest award.
Adrian Godwin, Managing Director of Oaktree Financial Services, praised his colleagues on the news of the win, saying, “Our whole team is truly dedicated to keeping financial planning as simple as possible for our customers. It is this dedication that has propelled the businesses forward and brought us the good fortune of not one, but three awards in 2023.”
The Broker Expert Awards aim to shine a light on excellence by recognising Insurance and Financial Brokers who offer the highest level of professionalism, innovation, performance, and service to their clients. Oaktree Financial Services prides itself on its down-to-earth approach to financial planning that helps its customers make the most of what they have.
From its offices in Cork and Dublin, Oaktree Financial Services’ qualified financial advisors provide expert advice on retirement planning, wealth management, travel insurance and all money matters, to help its customers achieve their financial goals.
Oaktree Financial Services is a leading provider of financial services committed to helping clients achieve their financial freedom. With a team of experienced professionals and a dedication to innovation. For more information, visit www.oaktreefinancial.iebro
Tracy Sumstad is a highly qualified and experienced Senior Financial Consultant with over 20 years of expertise in the Finance Sector. Tracy is well-equipped to provide comprehensive advice on financial planning and corporate solutions. Her focus lies in helping clients identify their unique values and goals, empowering them to make informed financial decisions that protect and enhance their wealth and success.
