Client Appreciation Night 2014

Jun 30th, 2014
We are looking forward to hosting our 2014 Client Appreciation Night tonight at Victory Field in Indianapolis. We will also be raising money for a great cause, The Little Red Door Cancer Agency. Oaktree will match all donations. Click here for the announcement in the Indianapolis Star.

We Work With Eli Lilly Employees

May 15th, 2014
  *Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lilly Specialization and Experience When patients want the very best medical expertise, they go to a specialist, not a general practitioner. Oaktree Financial Advisors, Inc. specializes in serving the financial needs of current and former Eli Lilly employees and retirees. Most of our clients work … more »

Social Security Statements Returning to Mailboxes

Apr 21st, 2014
Starting this September, the Social Security Administration (SSA) will resume mailings at five-year intervals to workers who have not signed up to view their statements online. Your Social Security Statement provides a personal record of the earnings on which you have paid Social Security taxes during your working years. It also summarizes the estimated Social … more »

Eli Lilly and CEO John Lechleiter on foxbusiness.com

Dec 11th, 2013
*Oaktree Financial Advisors is neither endorsed by nor affiliated with Eli Lill Victoria Craig at Fox Business did a great story about Eli Lilly and CEO John Lechleiter.  Click here to read the story and watch the video.

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