BBB Business Review
This Business is not BBB accredited
Oaktree Financial Advisors, Inc.
View Additional Phone Numbers 12900 N. Meridian Street, #130 , Carmel, IN 46032
BBB Business Reviews may not be reproduced for sales or promotional purposes.
This business is not BBB accredited.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
To be accredited by BBB, a business must apply for accreditation and BBB must determine that the business meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses must pay a fee for accreditation review/monitoring and for support of BBB services to the public.
Reason for Rating
BBB rating is based on 13 factors. Get the details about the factors considered.
Factors that raised the rating for Oaktree Financial Advisors, Inc. include:
- Length of time business has been operating
- No complaints filed with BBB
Customer Complaints Summary
|Complaint Type||Total Closed Complaints|
|Problems with Product/Service||0|
|Total Closed Complaints||0|
Customer Reviews Summary Read customer reviews
|Customer Experience||Total Customer Reviews|
|Total Customer Reviews||0|
Type of Entity
Business ManagementMr. Edward Snyder Co-Owner Chrisopher Baker Co-Owner Mr.
Estate Planning & Management Offices of Lawyers (NAICS: 541110)
A financial planner should be able to provide the following: a clearly written plan, in language you can understand, containing a balance sheet of assets vs. liabilities; an explanation of goals with advantages and disadvantages of any course of action; options and alternatives for all investment choices as well as the risk estimated in each investment objective; specific suggestions for improving your personal cash flow; projections for shifts in the rate of interest, inflation, and other situations that will affect your future; a plan for liquidity in the event of emergencies; and a schedule for reviewing your financial progress.
In most states, financial planners are not regulated. As anyone can say he or she is a financial planner, you need to be cautious and check out the person's credentials. Also be on guard for "financial planners" who are no more than salespeople for a particular type of product, such as stock or insurance.
This type of company may require licensing. To verify if licensing is required and/or if the company is properly licensed, contact the Securities Division of the IN Secretary of State at 800-223-8791 or visit their website at www.in.gov/sos/securities/index.html.