Oaktree Financial Advisors, Inc.'s cover image
Claim this profile

This profile has not been claimed by the business owner or representative.

Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!

Oaktree Financial Advisors, Inc.

5.0

About this business

MF09001700HFinancial Planning & InvestmentsFinancial Planning Consultants & Services 

Location details

12900 N Meridian St, Ste 130, Carmel, IN, 46032, United States

Get directions
WeekdayScheduleStatus
Mon9:00 a.m. to 6:00 p.m.
Tue9:00 a.m. to 6:00 p.m.
Wed9:00 a.m. to 6:00 p.m.
Thu9:00 a.m. to 6:00 p.m.
Fri9:00 a.m. to 6:00 p.m.
SatClosed
SunClosed
5.07 reviews
Select a rating
Lisa Feltz's profile image
Lisa Feltz 
on Google
a month ago
Annalyse Harrington's profile image
Annalyse Harrington 
on Google
a month ago

Oaktree is such a great financial company who has been able to help me with all my financial needs! I highly recommend working with anyone on this team!(: 

Debbie Mann's profile image
Debbie Mann 
on Google
a month ago

Always a great time at the ballpark! Thanks Oaktree for the annual game, where we share memories with family and friends! 

Robert DeComo's profile image
Robert DeComo 
on Google
a month ago

I have been most fortunate to have connected with Ed Synder and staff at Oaktree over 20 years ago when I first started pusuing a serious finacial investment planning stragegy. Over those years with Ed's guidance the value of my assets have continued to grow even through significant bear markets. Over the periods both before and after retirement his guidance for investing and tax planning have been exceptional, always available, friendly, professional and effective. Most higly recommended!! 

Grant Dettman's profile image
Grant Dettman 
on Google
a year ago
View all google reviews

Frequently asked questions about Oaktree Financial Advisors, Inc.

How is Oaktree Financial Advisors, Inc. rated?

Oaktree Financial Advisors, Inc. has a 5 star rating with 7 reviews. 

When is Oaktree Financial Advisors, Inc. open?

Oaktree Financial Advisors, Inc. is open now. It will close at 6:00 p.m.  

Need help? Contact us.

Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com