March 24, 2020
The health and safety of our clients, employees and community are of utmost importance to us. Considering the ever changing COVID-19 situation, our team will be implementing some new office procedures through April 3rd.
So, while our doors may not be open, Oak Partners definitely is. Your Oak Partners teams are devoted to prompt response on all service, strategy and portfolio related questions. Please stay connected, stay safe and stay healthy. Our team is ready to assist you and can be reached at 219-795-1000.
Thank you for your incredible support during this time.
A New Way to Look at Your Bucket List
Personalized Financial Services
Financial Services, tailored to you
Welcome to Oak Partners, Inc. where we strive to be your most trusted advisor through our professional knowledge, our integrity and our total commitment to service.
At Oak Partners, we provide comprehensive investment consulting services with the goal of increasing our clients’ wealth and protecting their financial future through professional guidance and a personalized investment strategy. We believe that investing in today’s markets requires discipline, knowledge, and professional experience, and our clients trust us to deliver prudent advice and help maximize their returns.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service.