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          Oaktree Financial Advisors, Inc. has 1 locations, listed below.

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            Business ProfileOaktree Financial Advisors, Inc.

            Estate Planning and Management

            Contact Information

            12900 N Meridian St Ste 130

            Carmel, IN 46032-5476

            Visit Website
            Email this Business
            (877) 901-1631

            Customer Reviews

            5/5

            Average of 1 Customer Reviews

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            Customer Complaints

            This business has 0 complaints

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            BBB Rating & Accreditation

            A+

            This business is not BBB Accredited

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            Businesses in this category

            Years in Business: 24

            Customer Reviews are not used in the calculation of BBB Rating

            Reasons for BBB Rating

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            Business Details

            Location of This Business
            12900 N Meridian St Ste 130, Carmel, IN 46032-5476
            Email this Business
            BBB File Opened:
            2/20/2000
            Years in Business:
            24
            Business Started:
            2/20/2000
            Business Incorporated:
            2/9/2000
            Licensing Information:
            • This type of company may require licensing. To verify if licensing is required and/or if the company is properly licensed, contact the Securities Division of the IN Secretary of State at 800-223-8791 or visit their website at www.in.gov/sos/securities/index.html.
            Type of Entity:
            Corporation
            Business Management
            • Mr. Edward Snyder, Co-Founder
            • Chrisopher Baker, Co-Founder
            Contact Information

            Principal

            • Mr. Edward Snyder, Co-Founder
            • Chrisopher Baker, Co-Founder

            Customer Contact

            • Mr. Edward Snyder, Co-Founder
            • Chrisopher Baker, Co-Founder
            Additional Contact Information

            Fax Numbers

            • (317) 818-1639
              Other Fax

            Email Addresses

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            Customer Complaints

            0 Customer Complaints

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            Customer Reviews

            1 Customer Reviews

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            Most Recent Customer Review

            Rick A

            04/07/2022

            I've been using Oaktree Financial (*********************) 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!

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            BBB Serving Central Indiana

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