Oaktown Financial

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333 E City Ave
Bala Cynwyd, PA 19004
+1 (610) 660-7820
http://massmutual.com

Oaktown Financial, located in Bala Cynwyd, PA, specializes in providing wealth management services and tax-focused strategies aimed at protecting clients' financial futures. With a focus on personalized planning, the firm integrates retirement wealth accumulation, distribution, and tax minimization strategies to ensure clients can maintain their lifestyle and legacy.

Founded in 1965, Spivak Financial Group operates as an independently-owned boutique firm dedicated to understanding the unique financial needs of each client. Their experienced team emphasizes a cohesive approach to financial planning, allowing individuals and families to navigate the complexities of wealth management with confidence.

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