Client Resources

 

 

Oaktree Financial Advisors, Inc.

12900 N. Meridian Street

Suite 130

Carmel, IN  46032

317-818-1631

1-877-901-1631 toll-free

 

 

Securities and investment
advisory services offered
through Transamerica Financial Advisors, Inc. (TFA),

member FINRA, SIPC, and
Registered Investment Advisor.

 

Non-securities related products and services are not offered through TFA.  TFA and Oaktree Financial Advisors, Inc. are not affiliated.

 

LD11265-6/10

 

 

Workshops

 

We provide workshops on a variety of topics.  The purpose of our workshops is two- fold.  First, we schedule these events to provide valuable information on financial matters important to you.  Second, the workshops provide a relaxed atmosphere to learn more about Oaktree Financial Advisors and our philosophies.

 

At this time we don't have any workshops scheduled and suggest you contact our office to schedule a complimentary individual consultation.

 

If you would like us to notify you with dates once we set the schedule please fill out the form by clicking here