BBB Accredited Business Profile

Oak Tree Insurance, LLC

Oak Tree Insurance, LLC

(952) 469-9261

Oak Tree Insurance, LLC

4 years in business
15870 Franklin Trl SE Ste 105A
Prior Lake, MN 55372-2030
Additional Phone Numbers
  • (952) 687-1672
Additional Email Addresses
  • corey.stich@oaktree-insurance.com
BBB File Opened: 01/06/2017
Business Started: 05/17/2013
Business Started Locally: 05/17/2013
Business Incorporated: 05/17/2013 in MN
Type of Entity
Limited Liability Company
Contact Information
  • Principal: Corey Stich, Owner
Business Category
  • Insurance Services
  • Insurance Agency
  • Insurance Agents
  • Insurance - Accident & Health
  • Insurance - Auto
  • Insurance - Crop
  • Insurance - Fire & Flood Specialists
  • Insurance - Aviation
  • Insurance - Bonding
  • Insurance - Funeral
  • Insurance - Health
  • Insurance - Medicare Services
  • Insurance - Medicare Supplement
  • Insurance - Medicare Advantage Plans
  • Insurance - Vision
  • Insurance - Homeowners
  • Insurance - Life
  • Insurance - Long Term Care
  • Insurance - Marine
  • Insurance - Senior Products
  • Insurance - Dental
  • Insurance - Rental
  • Insurance - Disability
  • Insurance - Liability
  • Insurance - Medical Liability
  • Insurance - Property
  • Insurance - Workers Compensation
  • Insurance Consultants
  • Insurance Services - Commercial
  • Insurance - Employee Benefits
  • Insurance - Travel

Products & Services
We offer several lines of personal and business insurance. Home, Auto, Business, Life and more.
Service Area
We service the following area(s): Minnesota
Methods of Payment
  • Cash, check, credit and debit card.
Refund & Exchange Policy: 
Refunds on insurance policies are based on the policies set forth by each individual insurance company.
BBB accredited business

A+

Overview

Oak Tree Insurance was founded by Corey Stich in 2013.
Corey started in financial services in 2001 as a licensed banker for a major bank. After a successful career as a banker he earned his securities licenses and began offering retirement planning to his bank clients as a financial advisor.
In 2011 he began offering auto, home, business, and life insurance with a captive insurance agency. He soon realized the advantage of being an independent agent and is now a partner with Atlas Insurance Brokers. He operates as Oak Tree Insurance and has the ability to offer solutions through more than 50 different insurance companies and nearly an insurance need.
On May 31st, 2016 Corey sold his investment advisor practice to Diversified Wealth Management in order to focus solely on his insurance clients at Oak Tree Insurance.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Oak Tree Insurance, LLC

Oak Tree Insurance, LLC

BBB ACCREDITATION SINCE 06/08/2017

Customer Review Rating:

There are NO reviews for this business.
Be the first to leave a review!
This business has no complaints filed