The Oak Tree Advisors

06/02/2022

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Review left by John
starstarstarstarstar 11 mins ago
I have ben contacted by countless "advisors" and "Medicare specialists" as I neared my 65th birthday. Until this interaction with Fed Logic, every encounter with one of these entities has been an attempt to sell me some Medicare Advantage plan that was not in my best interest. I have been so put off by these calls that I almost decided to ignore this benefit my company was offering me!

My interaction with Fed Logic and Harold Perret was completely different than I expected! He asked me a few questions and explained several areas of concern that I should consider when deciding on a Medicare insurance plan. He provided answers to my questions on everything from how to decide when to start receiving social security payments to how to chose Part-D Medicare supplements. He even told me about pharmacies to shop for extreme medication discounts when my Part D copay was high. He was very respectful of my time and not once asked me to buy anything.

Another part of this experience that amazed me was that this was not a "one and done" interaction. I was encouraged to contact Harry anytime that I had additional questions on health care plans, benefits, retirement or finding lower prices for expensive medication. Thank you LHC for introducing me to Harry and Fed Logic. I truly value this new relationship.

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The Oak Tree Advisors
Owner

02/22/2022

Mary Davis
Reviewer stats1 review • 0 photos
Review left by Mary Davis
starstarstarstarstar 33 mins ago
Harry is extremely knowledgeable and patient with us as this is all new to us. We are so grateful to him for helping us navigate this confusing new world. He took the time to educate us so we can make the best decision. Absolutely the most valuable service. Thank you Harry!!

10/18/2021

Proud to join the JCC Professional Advisory Council (PAC)

The purpose of the Professional Advisory Council (PAC) is to enhance the knowledge regarding the opportunities for maximizing wealth transfers to families and charity for the Nashville Jewish community.

09/26/2021

Our agent Harry Perret Was so awesome, he helped us thru every step and went above and beyond to make sure everything was done right and we got the coverage we needed at a price we could afford. Bonnie M

09/21/2021

Something for all of us!

Medication can help lower your blood pressure, but you'll need to make some changes to your lifestyle, too. Learn some easy ways to make improvements.

09/21/2021

Helping Claudia from Centerville, TN navigate the Medicare maze.--- Harry Perret is knowledgeable and professional. He guides you through the process of choosing the right plan for you. I am extremely pleased. If you need help I highly recommend him.

09/20/2021

HOORAY for HARRY! Our Helpful Healthcare Hero! Harry's personal attention to our specific needs made finding an insurance plan safe and simple. Mom and I are both able to see our preferred doctors and are enjoying a drastic reduction in our prescription costs. Thanks for bringing security, savings, AND simplicity to our healthcare choices, Harry! Evelyn Estes

09/16/2021

A review from Debra---Harry Perret is an Independent Insurance broker that has served our residents for a few years at Cumberland View Towers. Harry is well versed on Medicare and Medicare Insurance options. He has a pleasant personality and answers the resident's questions so they can understand. He always makes himself available with appointments. This CVT Resident Service Coordinator and Residents are appreciative of his service; thank you!

09/16/2021

https://www.npr.org/2021/09/16/1037773633/at-101-this-woman-from-maine-is-still-hauling-lobsters-with-no-plans-to-stop

At age 101, Virginia Oliver is still trapping lobster off Maine's coast with her 78-year-old son Max. She started in the business a decade before World War II. She has no intention of stopping.

09/15/2021

Here is another review.*** Harry Perret is an insurance pro---but with an edge---he's genuine. The kind of guy you trust with shepherding you thru the mind-numbing maze of Medicare insurance, and all its options. I had the good fortune to get to know Harry before I did business with him (we both play competitive tennis.) For a few years I was able to view his actions first hand, with others, and with me. Those actions were always honorable. Nearly noble. And this matters a lot to me when it comes to trusting someone's advice on selecting the right kind of insurance Also, you'll get no esoteric industry jargon from Harry. No. He's concise, yet he's detailed when you need him to be. And he doesn't waste YOUR time but he's always happy to give you HIS. Finally, he's unflappable. And, for me, this is key because I ask more questions than a man being given his last rites. Harry always listens. And this is nice in case he's around when someone is giving me my last rites. I'd want to know ALL my options! Wouldn't you? Terry B

09/15/2021

Harry Perret , Oak Tree Advisors is OUTSTANDING . Harry actively listens to questions asked and all needs to be attended to. His understanding of Healthcare plans , as well as guidance on options and available solutions to individual needs is comprehensive and well thought out . His assistance with navigating the myriad of Medicare paper work is comforting and decreases the stress level immensely . His knowledge of the plans available to fit my needs is so appreciated. I highly recommend Harry Perret , The Oak Tree Advisors , for your healthcare . Harry , Thank you so much for your assistance. A review from Ms. Dobrea.

09/08/2021

Harry helped me set my Medicare account & a supplemental policy & 2 months later I had to have open heart surgery for a defective aortic valve I wasn't aware of.
The surgery bill was close to $80000. With the supplemental policy I ended up owing $0.
I had not considered supplemental insurance until I discussed it all with Harry.
I also had Harry navigate the Affordable Care Act insurance policies for my 22 year old daughter. He got her a very good policy for $33 a month. The best price I could find was $300 a month.
I would definitely recommend working with Harry & Oak Tree Advisors. Steve Widner