Insurance experts for over 50 years

That’s why local businesses and individuals depend on Oak Tree

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

info@oaktreeins.com

Serving
Oregon, Washington, Alaska, California (CA# 0D80819), Arizona, Colorado, Nevada, Idaho and Illinois 

5 key reasons to choose Oak Tree

1.  Experienced.

2.  Independent.

3.  Reliable.

4.  Local.

5.  Complete.

Dedicated to providing quality service, at Oak Tree Insurance we have more than 50 years experience in helping clients find a variety of insurance options that are right for them.  As an independent insurance agency, we’re uniquely positioned to find you the right policies and coverage at highly competetive rates through our direct access to the finest insurance companies in the industry.

 

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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
, Oregon 97035

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
  • Farm/Ranch Property 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.

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Consumer Tip

Oak Tree Insurance has made the 2010 list of the 100 Best Companies to Work For in Oregon!

"Our business is built on relationships that continue to grow and thrive every day.  We have the knowledge and resources to take care of almost anything for our clients — from local businesses to international business, from small employers to large employers."  — Steve LaCesa, Vice President