Oaktree Financial Advisors, Inc.

Jul 2025

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!!

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!