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Oaktree Financial Advisors

Title: Oaktree Financial Advisors
Category: Financial Services
Clicks: 284
Added on: Aug 6, 2004
Not available
An independent, local financial advisory firm focused on managing individuals' investments. Unbiased financial advice from experienced professionals.
Address: 12900 N. Meridian Street, Suite 130
City: Carmel, Indiana 46032
Toll Free: 877-901-1631
Fax: 317-818-1639
Phone: 317-818-1631
Keywords: retirement investment 401k rollover planning financial advisor oaktree lilly pension
Long Description: Chris Baker and Ed Snyder founded Oaktree Financial Advisors with a goal to help people make smart decisions about their money by offering sound, independent financial advice and the highest level of service. Chris and Ed wanted to offer an alternative to the impersonal financial services that abound in today's marketplace - a firm where people can discuss their concerns and be heard by someone who can help them; an atmosphere where people are comfortable. We're independent. Our advice to you is not tainted by any attachment to proprietary products or other "hidden agendas". We offer free introductory consultations because we believe in developing long-term relationships that are a good fit for both of us. If you want to schedule a consultation or if you would like to find out more about Oaktree Financial Advisors, please give us a call at 317-818-1631 or toll-free at 1-877-901-1631. As an independent firm, Oaktree Financial Advisors has none of its own products to sell, so clients receive objective advice on their investments.