Closed today
211 W Main St Suite 301, Carmel
Financial Planners
“Mike and I met with Ben and Tiffany to determine if we were going to be ready for retirement. They had a very well thought out process to walk us through and asked the right questions. It was easy and fun. They treated us like family. Bradford and Tony met with us to give us a tutorial on investing and their philosophy. They are very knowledgeable and know how to speak with beginners.“
“Marc and his staff are personable, friendly and willing to assist. They make it clear that you are their priority.That kind of service is hard to find.“
“I've been using Oaktree Financial (Chris Baker) for more than a decade. I've also used other big-name firms. Oaktree has consistently performed well for us but beyond that has consistently gone above and beyond what we might expect of our financial advisor. All of their employees are very caring and affable. I'd highly recommend them!“
Financial Planners
Financial Planners
Financial Planners
Financial Planners
“Lizzie has helped us manage our finances since 2018 and she and her team have made us feel more confident and secure than ever. Lizzie, Grace, & Jared are approachable, friendly, and extremely competent. We feel safe with them and they treat us like family when we walk in the door!“