Oaktree Advisors is an independent, family-owned, registered investment advisory firm. Our goal is to help clients have a greater sense of confidence around their financial future and avoid the pitfalls so many people make before and during retirement.
Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Oaktree Advisors, LLC, a registered investment advisor. Oaktree Advisors, LLC and MAS are not affiliated entities.
Oaktree Advisors has strategic partnerships with insurance agents. Michael McFetridge, John Clark III, George Kurtz, and Deborah Peters are Strategic Partners with Oaktree Advisors. . These Strategic Partners, Oaktree Advisors, and Madison Avenue Securities, LLC ("MAS") are not affiliated . Any and all other services offered by the Strategic Partner are not offered through or supervised by MAS.
Company Details
- Employees
- 6
- Founded
- 2014
- Address
- 6666 Passer Rd,
- Phone
- (610) 882-5670
- pe****@****est.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oaktree-online.com
- Keywords
- Financial Planning Services, Estate Preservation and Planned Giving, Managed Asset Program, Retirement Services, Cash Balance Plans.
- HQ
- Coopersburg, Pennsylvania
Oaktree Advisors Questions
Oaktree Advisors's helpline number is (610) 882-5670
Oaktree Advisors's website is oaktree-online.com
Oaktree Advisors's LinkedIn profile is https://www.linkedin.com/company/oaktree-advisors
Oaktree Advisors has
6 employees.
View email and phone details for 6
employees at Oaktree Advisors.
Oaktree Advisors's industry is
Financial Services
Oaktree Advisors's top competitors are
The D. E. Shaw Group,
Youlend,
Oak Hill Advisors, L.p.,
Oaktree Capital Management, L.p..
Oaktree Advisors's support email address is peichman@pksinvest.com
Oaktree Advisors's categories are Financial Services
Oaktree Advisors's founding year is 2014
