Financial Planner in Lafayette, IN
Oak Partners, Inc.
635 S. Earl Ave.
Lafayette, IN 47904
Mon-Fri: 8:00 AM - 5:00 PM
Oak Partners’ Lafayette office is conveniently located just off Sagamore Parkway at the corner of Earl Ave. and Kossuth St. We have Purdue graduate Stephen Kavois heading up the team. Steve holds a CERTIFIED FINANCIAL PLANNER (tm) certification as well as FINRA Series 7 and 66 registrations held through LPL Financial. We focus on a fiduciary relationship with our clients, where the advisor’s interests and the client’s interests are aligned. We focus on building strong client relationships and provide investment management, retirement planning, and insurance planning guidance.
Here at Oak Partners, our client experience program is focused on communication, education and service. We pride ourselves on keeping our clients educated and informed. Oak Partners has been recognized over the last 5 years as one of the best financial advisors in the area by NWI's "Best of the Region".