632 Phillips St.South Haven, MI 49090
Monday - Thursday: 9:00 AM - 5:00 PMFriday by appointment only.
In October of 2020, Oak Partners expanded our presence in South Haven, Michigan. With the continued growth in the need for financial planning and investment advice in Michigan this office is home to financial advisors as well as full-time staff. With over 25 years’ experience providing retirement advice in Midwest and the ability to provide fiduciary advice to clients and institutions Oak’s expanded footprint in Michigan couldn’t come at a better time.
Oak Partners’ financial services include: investment management, wealth & retirement planning, education planning, IRAs, 401(k) transition assistance, life insurance, 401(k), small business retirement plans, financial planning, and institutional asset management.