Oaktree Financial Advisors, Inc.

Financial Advising
Hours:
12900 N Meridian St SUITE 130, Carmel IN 46032
(317) 818-1631 Directions

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
Closed
Sunday
Closed

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.

Most Recent Reviews

Write a review
  • November 2025
    My wife and I have used their services for over 10 years and counting. I have never encountered better. I highly recommend them. I cannot speak highly enough of them.
  • July 2025
    Always a great time at the ballpark! Thanks Oaktree for the annual game, where we share memories with family and friends!
  • July 2025
    Oaktree is such a great financial company who has been able to help me with all my financial needs! I highly recommend working with anyone on this team!(:

More Comments(8)

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Location and Contact

Oaktree Financial Advisors, Inc.

Financial Planners in Carmel, IN 12900 N Meridian St SUITE 130, Carmel (317) 818-1631 Website Suggest an Edit