Quick Contact Info
Oak Tree Insurance
5335 Meadows Road
Suite 101
Lake Oswego, OR 97035
Phone
(503) 635-3303
(800) 394-9899
Fax
(503) 635-7491
Serving
Oregon, Washington, Alaska, California (CA# 0D80819), Arizona, Colorado, Nevada, Idaho and Illinois
ATTORNEYS!
Time to Renew Your Excess Professional Insurance
This year, look to an alternative source and SAVE:
- Independent insurance carrier = Independent defense
- We bring our firm as your broker to be your advocate in coverage and claims
- Simplified quote process
- Lower premiums are probable, possible and doable
- You can have a say in the choice of defense
We can also quote off your Oregon PLF application. All of this should mean something to you and your firm’s attorneys. Call Oak Tree today at (800) 394-9899!
Securities and Advisory services offered through LPL Financial, Member FINRA/SIPC. For an explanatory brochure, please visit www.sipc.org.
We Moved to Better Serve You
We have more than 50 years experience in helping clients find a variety of insurance options that are right for them. To accommodate our recent growth, we made the decision to move to a new location to better serve our clients.
Our new address is:
5335 Meadows Road, Suite 101
Lake Oswego
Our phone numbers and email addresses remain the same.
We appreciate your continued business and look forward to serving you in the future!
Don’t forget we specialize in:
- Business Property and Liability
- Group and Individual Health and Dental Benefits
- Financial Planning and Wealth Management
- Comprehensive Business Planning
- Personal Insurance Home, Auto and Liability
- Retirement plans
- Workers Compensation
- 401ks
- Life and Disability
- Professional Liability
- Directors and Officers
- Employment Practices
- Long Term Care
Give us a call at 503-635-3303 or 1-800-394-9899.
Consumer Tip
Oak Tree Insurance has made the 2010 list of the 100 Best Companies to Work For in Oregon!
Oak Tree Insurance has been included on the Portland Business Journal’s prestigious list of the Top 25 Insurance Agencies for the past three years.




