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Oaktree Financial Planning and Consulting, L. L. C.
Oaktree Financial Planning and Consulting, L. L. C., located in Basking Ridge, New Jersey is dedicated to providing fee-only services tailored
| Address | 74 Crest Dr Basking Ridge, NJ 07920-2801 |
| Phone | (908) 580-0255 |
| Website | www.oaktreefinancialplanning.com |
Finances are like an Oak Tree; when given sunlight and nourishment they grow deep roots for generations to come.
~ Gwen Gepfert, CFP, CPA, MBA
ETHICS We reject commissions or hard sales- guarding Your Best Interest
RELATIONSHIPS Our practice is built on Referrals and Trust
LISTENING Advice tailored to Your Needs and Goals
EMPOWERMENT Understand your Options
CONFIDENCE A plan oriented toward your Goals
CONTROL Your plan will be Actionable
HOURLY CONSULTING and One-Time Analysis
KEY-ISSUE FOCUS or Comprehensive Financial Plans
UNBIASED RECOMMENDATIONS not Product Sales
Oaktree Financial Planning, LLC
Making competent, objective advice available
~ Gwen Gepfert, CFP, CPA, MBA
ETHICS We reject commissions or hard sales- guarding Your Best Interest
RELATIONSHIPS Our practice is built on Referrals and Trust
LISTENING Advice tailored to Your Needs and Goals
EMPOWERMENT Understand your Options
CONFIDENCE A plan oriented toward your Goals
CONTROL Your plan will be Actionable
HOURLY CONSULTING and One-Time Analysis
KEY-ISSUE FOCUS or Comprehensive Financial Plans
UNBIASED RECOMMENDATIONS not Product Sales
Oaktree Financial Planning, LLC
Making competent, objective advice available
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