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Oaktree Financial Advisors, Inc.

5.0

About this business

Location details

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

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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
5.08 reviews
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John Velarde's profile image
John Velarde 
4 weeks ago

My wife and I have used their services for over 10 years and counting. I have never encountered better. I highly recommend them. I cannot speak highly enough of them. 

Lisa Feltz's profile image
Lisa Feltz 
4 months ago
Annalyse Harrington's profile image
Annalyse Harrington 
4 months 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 
4 months 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 
4 months 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!! 

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 8 reviews. 

When is Oaktree Financial Advisors, Inc. open?

Oaktree Financial Advisors, Inc. is closed now. It will open tomorrow at 9:00 a.m. 

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