Oaktree Financial Advisors, Inc.

Financial Planners, Financial Advising

12900 N Meridian St SUITE 130, Carmel, IN 46032

About Oaktree Financial Advisors, Inc.

Oaktree Financial Advisors, Inc. has earned strong praise from long-term clients who have worked with the firm for over a decade. Compared to other big-name firms, Oaktree consistently performs well and exceeds expectations. Clients appreciate the caring and affable nature of all employees, highlighting the personalized service provided. Many recommend Oaktree Financial for anyone seeking a dedicated and effective financial advisor.

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Reviews for Oaktree Financial Advisors, Inc.

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  • Jan 2023

    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!

  • Oct 2022

    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!

  • Apr 2022

    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!

Hours

Monday: 8:30AM - 5:30PM
Tuesday: 8:30AM - 5:30PM
Wednesday: 8:30AM - 5:30PM
Thursday: 8:30AM - 5:30PM
Friday: 8:30AM - 5:30PM
Saturday: ClosedSunday: Closed

Location

12900 N Meridian St SUITE 130, Carmel

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