Oak Partners, Inc. was founded in 1993 and currently has offices in Crown Point, Valparaiso, Lafayette, Auburn IN and Cincinnati, OH. We serve clients across the United States.
Our objective is to help create and preserve our clients’ wealth through professional advice, education, and guidance while providing an exceptional client experience. We are independent, which means we have no proprietary investments to offer, and no “mandate from above” to sell a certain type of investment strategy or product. We have access to a wide variety of investment products and types and the needs of our clients drive our investment strategies. Our Wealth Advisors are specialists who have built their specialty on years of experience in a variety of market conditions and continue their professional education to help our clients make informed decisions. They view themselves as teachers as much as advisors and focus on educating our clients and making them better investors.
Securities and advisory services offered through LPL Financial, Member SIPC, http://www.sipc.org. Third party posts found on this page do not reflect the views of LPL financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business please visit www.oakpartners.com.
Company Details
- Employees
- 40
- Founded
- -
- Address
- 55 West 94th Place, Crown Point,in 46307,united States
- Phone
- +1 219-440-4647
- cr****@****ers.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- oakpartners.com
- Keywords
- Crown Point.
- HQ
- Crown Point, IN
Oak Partners Inc. Questions
Oak Partners Inc.'s helpline number is +1 219-440-4647
Oak Partners Inc.'s website is oakpartners.com
Oak Partners Inc.'s LinkedIn profile is https://www.linkedin.com/company/oak-partners-inc-
Oak Partners Inc. has
40 employees.
View email and phone details for 40
employees at Oak Partners Inc..
Oak Partners Inc.'s industry is
Financial Services
Oak Partners Inc.'s top competitors are
Nipsco,
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Oak Partners,
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Heidrick & Struggles,
Community State Bank, Avilla In,
Ever Wealth,
Real Property Management Northwest Indiana.
Oak Partners Inc.'s support email address is crystal.dehaven@oakpartners.com
Oak Partners Inc.'s categories are Financial Services
Oak Partners Inc.'s founding year is 1993
