Trusted Financial Advisors

Empowering Your Financial Future

Discover personalized financial solutions that help you reach your long-term goals with Oaktree Financial Solutions.

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Our Services

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Personalized Planning

Tailored financial plans to meet individual needs and goals

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Retirement Strategies

Strategic approaches to secure a stable and fulfilling retirement

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Investment Management

Expert management of investments for optimal growth and returns

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Our Story

Oaktree Financial Solutions is a trusted financial advising firm based in NYC, specializing in personalized financial planning, retirement strategies, and investment management.

Established in 2005, Oaktree is led by Susan, a seasoned financial expert committed to helping clients achieve their financial goals.

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Personalized Planning

Tailored financial strategies to fit your unique needs and goals.

Retirement Strategies

Expert advice to help build a secure retirement plan for the future.

Investment Management

Proven strategies to maximize returns and grow your wealth over time.

Why Choose Us?

Comprehensive Approach

We take a holistic approach to financial planning for your peace of mind.

Dedicated Advisors

Our team of skilled advisors are dedicated to your financial success.

Client Satisfaction

We prioritize client satisfaction and long-term financial well-being above all else.

Client Testimonials

Oaktree Financial Solutions has been instrumental in securing my financial future. Susan’s expertise and guidance have made a significant impact on my investments.

John Doe

I highly recommend Oaktree Financial Solutions to anyone serious about financial planning. Their team is professional, knowledgeable, and approachable.

Emily Smith

Start Your Financial Journey Today

Contact Oaktree Financial Solutions now to begin your path toward financial security and success.

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