Oaktree Financial Advisors is an independent financial services firm dedicated to helping people make smart decisions about their money by offering personalized, independent, objective financial advice and the highest level of service. We 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.
While each of our clients is unique, they all have one thing in common: They want impartial financial advice from experienced professionals. As an independent firm, Oaktree Financial Advisors has none of its own financial products to sell, so clients receive independent, objective advice. Our recommendations are based on what is most appropriate for you after listening to and evaluating your needs and goals.