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Oak Leaf Wealth Management
598 Great Road

North Smithfield, RI 02896

(401) 7651711

Description

In 2002, Financial advisors Jon Sweet and Mark Williams came together to form Oak Leaf Wealth Management. They are committed to offering comprehensive financial planning, superior investing strategies, and truly listening to their clients.

Oak Leaf serves greater New England with offices in:

Newport, RI
North Smithfield, RI
Rehoboth, MA

General Information

Year Established

2002

Services

Wealth Management , Retirement Planning , Advanced Planning , Notary Service , Fee-for-Service

Business Hour

MONDAY

9 AM - 4 PM

TUESDAY

9 AM - 4 PM

WEDNESDAY

9 AM - 4 PM

THURSDAY

9 AM - 4 PM

FRIDAY

9 AM - 4 PM

SATURDAY

Closed

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