"Lets Talk Money!"
One Tree Financial provides Financial Education classes and Counseling for
organizations throughout the Tri-state area. Our motto is, "Say NO, to seminars as usual." Our comprehensive training, is out of the box. You will laugh,you will certainly learn. Our mission is to help
you "Protect your legacy with education not sales." Host a Private Wealth-building Reception for your family and friends. Contact One Tree Financial today.
"No Wait Express Tax Service!"
Are you tired of waiting in a crowded lobby to have your taxes prepared? We have the solution! Our "Drop off" or "E-Fax" service is for you. Its as easy as 1-2-3.
1. Request a Tax Prep information form at support@onetreefinancial.com
2. "Drop off" or "E-Fax" the form and your W-2 forms to our secure E-fax system, 1-866-370-0741
3. When your return is complete come to one of our convenient pick-up locations with proper identification to receive your return!
