Testimonials

Matt

“It really has been great working with you and your team. You provided a clear plan after our initial meeting that was both comprehensive and easy to understand -- this is the reason we ultimately decided to work with Oaktree.”

The statement was provided 7/18/23 by Matt who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed. 

Heather

“We really appreciated their approach to transitioning our investments to Oaktree. It was clear that they had our best interests in mind by being mindful of tax implications during this phase. Also, they were very hands-on while helping us through the process.”

The statement was provided 7/31/23 by Heather who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Robin

“Ed & staff have all been extremely helpful, professional, knowledgeable & patient with us as we have slowly started our financial advisor journey with Oaktree! We look forward to many successful years ahead!”

The statement was provided 10/2/23 by Robin who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Matt

“It absolutely helped that you specialize in helping Lilly employees. It was a (now retired) Lilly employee who recommended you to us in the first place! But I think that was secondary to the plan you put together for us after our initial meeting. In other words, specializing in Lilly employees is great, but if you couldn't back that up with clear, logical, and easy to understand guidance then it wouldn't have mattered as much.”

The statement was provided 7/18/23 by Matt who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Sharon

“Oaktree was recommended to me. I feel fortunate being directed to a place I'm comfortable with. You do a good job explaining things. I used to worry and watch my accounts a lot, but I don't worry anymore.”

The statement was provided 8/8/23 by Sharon who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Stephanie

“Oaktree has been great to work with. Everyone has been professional, prompt and very helpful.”

The statement was provided 10/18/21 by Stephanie who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Marlene

“We felt very comfortable discussing our new situation as we entered retirement. Since we retired 8 years ago, we've continued to enjoy our sessions with Oaktree.”

The statement was provided 7/5/23 by Marlene who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

David

“We appreciate your personal touches and objectivity to our questions, concerns and needs.”

The statement was provided 2/10/22 by David who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Matt

“For us, the main concern is that we had several different things going on and didn't feel like we had a cohesive strategy across all of them. It felt like we were doing a lot of the right things, but it was disjointed. After that first meeting, you showed how Oaktree can help us pull it all together and think about it more strategically than anyone else we had worked with previously.”

The statement was provided 7/18/23 by Matt who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Heather

“We had been managing our investments on our own, but as we are approaching retirement we decided to bring in an expert to help us determine our timeline and guide us through this season of our lives. After the initial consultation and follow up meetings it became apparent that they would be a great match for us.”

The statement was provided 7/31/23 by Heather who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Jim 

“We trust Oaktree to take care of us.”

The statement was provided 3/26/15 by Jim who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Nicole

“Thanks for all you did to help us. I’ve already shared Oaktree’s name with friends.”

The statement was provided 3/7/22 by Nicole who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Heather

“Oaktree was able to earn (and maintain) our trust by demonstrating a calm demeanor and articulating their measured and consistent investment approach. The market can be erratic and cause anxiety. We feel confident knowing Oaktree is monitoring this on our behalf.”

The statement was provided 7/31/22 by Heather who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Matt

“It finally feels like we have a comprehensive plan that makes sense. We know who to call if we have questions or concerns, and we know we'll get a well thought-out, logical, and informed answer.”

The statement was provided 7/18/23 by Matt who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Heather

“Oaktree has been very responsive to our questions and concerns during the transition period and beyond. We have found their proactive communications on topics such as the economy and interest rates to be both reassuring and informative.”

The statement was provided 7/31/23 by Heather who is a client. This statement may not be representative of the experience of others and is not a guarantee of future performance or success. For additional reviews, search us wherever local businesses are reviewed.

Download Eli Lilly Investment & Retirement Planning Q&A

Learn more