The Oak Tree Group

Independent, full-service financial planning firm in Marietta, serving clients since 1990. Member FINRA/SIPC 6451 North Federal Hwy, Suite 1201, Ft.

Kelly Miller, Eileen Fannon, and Ellen Rapier are registered with and offer securities through Kovack Securities, Inc. Lauderdale, FL 33308 (954)782-4771 Advisory services offered through Kovack Advisors, Inc., an SEC registered investment advisory firm. The Oak Tree Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Registered Representative may only conduct business w

11/29/2023

Cheers to Rob Wittes, our Charity Challenge winner! A $100 donation will shine a light on the American Foundation for Su***de Prevention in your honor. We would also like to thank everyone who joined in for this tradition!

11/28/2023

Which charity holds a special place in your heart? Share in the comments below, for a chance to have a $100 donation in your honor thanks to the Oak Tree Group!

11/27/2023

🏆 It's not just a trivia game; it's a chance to give back. Comment your answer and let's contribute to a cause that matters.

11/21/2023

Test your knowledge for a cause! Comment your answer below and let's make a difference together. 💙

11/20/2023

Let's play! – How well do you know your charities? Drop your answer in the comments and stand a chance to support a cause close to your heart!

11/20/2023

Embrace the spirit of giving with our 4th annual celebration! 🎁 This year, we're adding a twist: 3 trivia questions about charitable organizations. Answer them in the comments, share your favorite charity, and stand a chance to win a $100 donation to your chosen cause. 🌟 Let the giving games begin! 🔍

12/30/2022

US financial markets will be closed on Monday, January 2nd.

11/30/2022

Thank you all for participating in our tradition! The winning organization is the Alzheimer's Association and was submitted by Gail Good.

11/29/2022

Let us know who you are $upporting today. One response will be randomly chosen and we will match $50 to the organization in your honor. Must be submitted ON 2022 for this year’s drawing.

11/23/2022

Happy Thanksgiving! US financial markets will be closed on Thursday, November 24, and will close at 1PM EST on Friday, November 25.

10/03/2022

Congratulations to everyone who took part in The Race events this weekend!
A huge THANK YOU to everyone who made them possible.
Well done ! We are already looking forward to next year.

08/24/2022

President Biden has just announced action on student loans. The federal forbearance period has been extended through the end of 2022. Borrowers are eligible for up to $20K of loan forgiveness, based on types of loans and household income. If you qualify, watch for communication from your student loan servicer. Loan servicers are expected to roll out next steps in the coming weeks.

08/08/2022

Happy international cat day you to and your favorite felines!

02/09/2022

It is National Pizza Day!

What is your favorite topping?

Home - Dolly Goodpuppy 12/01/2021

We love Giving Tuesday! Thank you to all who commented. We learned about some very interesting organizations. Our Giving Tuesday winner is Susan Ergle, and we will be making a contribution to the Dolly Goodpuppy Society in her honor. You can learn more about the Dolly Goodpuppy Society here: http://www.dollygoodpuppy.org/

Home - Dolly Goodpuppy Looking for a new best friend? Dolly Goodpuppy has dogs of varying ages, sizes, breeds, personalities and activity levels available for adoption. Take a look at our Dolly dogs ready for a home.

11/30/2021

We hope you and your family enjoyed a lovely holiday. Now it is time for our favorite tradition, GivingTuesday!

Tell us the name of your most admired charity in the comments below. We will draw one out of a hat and donate $50 in your honor.

Happy giving!

11/02/2021

Congratulations to Cindy McLain Roberts! Your name was the one drawn for the movie tickets.
Thank you all for participating! We love seeing all your responses.

10/22/2021

Tell us the name of your favorite Halloween season movie in the comments for you chance to win two AMC tickets.
One winner will be selected via a random drawing on 11/1/21.

Biden Moves To Restrict Noncompete Agreements, Saying They're Bad For Workers 07/15/2021

Has your employment ever been impacted by a noncompete agreement? https://www.npr.org/2021/07/09/1014366577/biden-moves-to-restrict-non-compete-agreements-saying-theyre-bad-for-workers

Biden Moves To Restrict Noncompete Agreements, Saying They're Bad For Workers In an executive order aimed at promoting competition, President Biden is calling on the Federal Trade Commission to ban or limit noncompete agreements that affect tens of millions of workers.

06/29/2021

Federal student loans have been in automatic forbearance since last year, but that forbearance period is scheduled to end on September 30, 2021. If you have student loans in forbearance, you should be prepared to resume payments as of October 1. https://studentaid.gov/announcements-events/coronavirus

Federal Student Aid

Here’s Who Will Get Advance Payments of the Child Tax Credit 06/21/2021

Many people have questions about the upcoming improvements to the Child Tax Credit payments. This is a short video you may find helpful. Please see the link at the end of the video for additional information.
https://www.youtube.com/watch?v=KMe3q9N5UHY

Here’s Who Will Get Advance Payments of the Child Tax Credit There have been changes to the Child Tax Credit that will benefit many families as they receive advance payments starting in summer 2021. For more details, v...

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Our Story

Kelly Miller, Eileen Fannon, Ellen Rapier and Laurel Miller are registered with and offer securities through Kovack Securities, Inc. Member FINRA/SIPC Kovack Securities Corporate Headquarters: 800-711-4078 Advisory services offered through Kovack Advisors, Inc. The Oak Tree Group is not affiliated with Kovack Securities, Inc. or Kovack Advisors, Inc. Our professional advisors are registered to offer securities in all states, EXCEPT the following: AK, HI, ND, SD, UT, WY

"Likes", endorsements, and other recommendations should not be considered a positive reflection of the services or advice offered by Kelly Miller, Eileen Fannon, Ellen Rapier and/or The Oak Tree Group; positive reviews of experiences with Kelly Miller, Eileen Fannon, Ellen Rapier, Laurel Miller and/or The Oak Tree Group may not reflect the experience of all, or even most, clients. Visitors to this page should not write positive reviews of their experience as testimonials may be prohibited under state and federal securities laws.

Videos (show all)

Cheers to Rob Wittes, our #GivingTuesday Charity Challenge winner! A $100 donation will shine a light on the American Fo...

Telephone

Address


1337 Canton Road, Suite A
Marietta, GA
30066

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm
Saturday 9am - 10pm
Sunday 8am - 10pm

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