[title]

Why Use This Tool?

FPA PlannerSearch Participants:

Are FPA members in good standing
Are CERTIFIED FINANCIAL PLANNER™ professionals
An RIA or bank affiliate
Adhere to FPA's Code of Ethics
Abide by the FPA Standard of Care

Home > Financial Planner Directory > Indiana > Carmel > Edward J. Snyder, CFP®, ChFC

Edward J. Snyder, CFP®, ChFC

Planner List SAVED PLANNERS (0)

Oaktree Financial Advisors, Inc

12900 N Meridian St

Ste 130

Carmel, IN 46032

Phone: (317) 818-1631

Fax: (317) 818-1639

Save to Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties

401(k)/403(b)/IRAs
Annuities
Asset Allocation
Investment Management
Mutual Funds
Job Loss
Retirement

How Planner Charges

Combination Fee/Commission

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.

Terms of Use | Glossary | Provide Feedback