Business Hours
Monday 09:00am - 05:00pm
Tuesday 09:00am - 05:00pm
Wednesday 09:00am - 05:00pm
Thursday 09:00am - 05:00pm
Friday 09:00am - 04:00pm
:fill(transparent)/https://sy-media-store.s3-us-west-2.amazonaws.com/ab194ac2148c423e9a5a9dd90ec512de/59c670a3536b937ec7910f7619ee3304/79e84a6f-48c5-4343-91a1-b3846304dda3.jpg?nocrop=1)
Oaktree Advisors Verified by Synup
Listed In: Investment Services
Oaktree Advisors is an independent, family-owned investment advisory firm that provides Retirement Income Planning, Wealth Management, Life Insurance, Long-term Care Strategies, Medicare Planning, and Trust Services to affluent individuals, families and business owners. We are committed to… Oaktree Advisors is an independent, family-owned investment advisory firm that provides Retirement Income Planning, Wealth Management, Life Insurance, Long-term Care Strategies, Medicare Planning, and Trust Services to affluent individuals, families and business owners. We are committed to providing our clients with comprehensive, financial advice and guarantees the high level of personal service you expect and deserve. As Registered Investment Advisors, we are ethically required to act in your best interest at all times. This is the bedrock principle behind every investment recommendation we make for every client—and for you. We accept all major credit cards. Read more
Additional Locations See All
Oaktree Advisors
1 West Broad Street, Suite 406, Bethlehem, PA (8779 Km Away)
:fill(transparent)/https://sy-media-store.s3-us-west-2.amazonaws.com/ab194ac2148c423e9a5a9dd90ec512de/59c670a3536b937ec7910f7619ee3304/0413036a-def0-4267-b2f9-5859fb1a5bbe.png?nocrop=1)
Oaktree Financial Advisors, Inc.
12900 North Meridian Street Suite 130, Carmel, IN (1 Km Away)