Chamber of Commerce

      Oaktree Financial Advisors, Inc.

      ( 2 Reviews )

      Oaktree Financial Advisors, Inc.
      • 12900 N Meridian St SUITE 130
        Carmel, IN 46032
      •   317-818-1631
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      Hours

      Thursday:
      8:30 AM - 5:30 PM
      Friday:
      8:30 AM - 5:30 PM
      Saturday:
      Closed
      Sunday:
      Closed
      Monday:
      8:30 AM - 5:30 PM
      Tuesday:
      8:30 AM - 5:30 PM
      Wednesday:
      8:30 AM - 5:30 PM
      CALL DIRECTIONS REVIEWS

      Chamber Rating

      5.0 - (2 reviews)
      2
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      Read Our 2 Reviews

      Chamber Rating

      5.0 - (2 reviews)
      2
      0
      0
      0
      0
      › ‹
      • Grant Dettman


        Jan 21st, 2024

      • Rick A

        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!
        Nov 16th, 2021

      Read Our 2 Reviews

      About
      Oaktree Financial Advisors, Inc.

      Oaktree Financial Advisors, Inc. is located at 12900 N Meridian St SUITE 130 in Carmel, Indiana 46032. Oaktree Financial Advisors, Inc. can be contacted via phone at 317-818-1631 for pricing, hours and directions.

      Contact Info

      •   317-818-1631
      •   (317) 818-1631
      •   (317) 818-1639

      Products

      • ROLLOVER PLANS

      Questions & Answers

      Q What is the phone number for Oaktree Financial Advisors, Inc.?

      A The phone number for Oaktree Financial Advisors, Inc. is: 317-818-1631.

      Q Where is Oaktree Financial Advisors, Inc. located?

      A Oaktree Financial Advisors, Inc. is located at 12900 N Meridian St SUITE 130, Carmel, IN 46032

      Q What is the internet address for Oaktree Financial Advisors, Inc.?

      A The website (URL) for Oaktree Financial Advisors, Inc. is: http://www.oaktreeadvisors.com/

      Q How big is Oaktree Financial Advisors, Inc.?

      A Oaktree Financial Advisors, Inc. employs approximately 6-10 people.

      Q Is there a key contact at Oaktree Financial Advisors, Inc.?

      A You can contact Ed Snyder at 317-818-1631.

      Q What days are Oaktree Financial Advisors, Inc. open?

      A Oaktree Financial Advisors, Inc. is open:
      Thursday: 8:30 AM - 5:30 PM
      Friday: 8:30 AM - 5:30 PM
      Saturday: Closed
      Sunday: Closed
      Monday: 8:30 AM - 5:30 PM
      Tuesday: 8:30 AM - 5:30 PM
      Wednesday: 8:30 AM - 5:30 PM

      Q How is Oaktree Financial Advisors, Inc. rated?

      A Oaktree Financial Advisors, Inc. has a 5.0 Star Rating from 2 reviewers.

      Key Contacts

      image
      Ed Snyder
      Partner

      Hours

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

      Related Categories

      Ratings and Reviews
      Oaktree Financial Advisors, Inc.

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
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      Grant Dettman on Google

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      Rick A on Google

      image 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!

      Overall Rating

      Overall Rating
      ( 2 Reviews )
      2
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