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8:30AM - 5:30PM
12900 N Meridian St SUITE 130, Carmel
Financial Advising
“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!”
“Working with Gary and team have been a great experience. He always makes time for me and answers any and all questions. Exceptional integrity, honesty and transparency.”
“Financial planning is not fun, and when I was looking for a financial advisor in Carmel I stumbled upon Doug at Indie Coffee Roasters. He was talking to one of my friends. When I met with Doug, we spoke about cars, kids, being dads, books, and financial planning. I liked that Doug fees are upfront and he is a down to earth person. If you are looking for a financial advisor in Carmel to provide you a financial guidance - Doug Shrieve is your guy.”
“I had a great introductory call with Edgewater. Afterwards though, I can't seem to get a reply to emails, voicemails, or messages left with the reception team.
After writing this review, the Edgewater team reached out to me and apologized. We had several great conversations and I ended up contracting their services. I’ve used them for six months, and it has been a smooth process thus far. Revising my review from two stars to four.”
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“ReJoyce is a phenomenal financial consulting firm. Everyone we have dealt with is personable and helpful. It's a relief to know our retirement concerns are taken care of in one place. Awesome.”