When you invest with Oak Partners, you're investing more than just your money. We stand out among investment companies in Crown Point, IN, for our commitment to relationships. We aim to be your trusted advisor, partner, and mentor in financial growth, in addition to our fiduciary role in managing your assets and building your wealth.
Our advisors work as a team to provide you a complete investing experience. We offer specialists in capital management, retirement planning, wealth management, and principal development. Each department employs Accredited Investment Fiduciaries (AIFs) and Certified Financial Planners (CFPs), trusted professional advisors with the knowledge and wisdom to guide your financial future. Our Executive Assistants are also available to you for more immediate questions and routine financial transactions.
Your investment experience at Oak Partners begins with an extensive interview to learn more about your financial situation, personal goals, and investment knowledge. Once we know your background and objectives, our advisor works with you to develop not only a financial plan but a long-term relationship. When you work with us, we intend to be your investment company for life, guiding you along your career path and through a comfortable, productive retirement.
Where other investment companies seek to impress with quick gains on flashy but risky short-term strategies, we exceed expectations through attentive service and personal counsel. Besides making ourselves available for consultations and answering your pressing financial questions, we also host numerous client events designed to educate and strengthen relationships.
We focus on open communication and believe there are many essential ways to maintain quality relationships. One on one strategy meetings, informational group meetings, and less formal social events all provide ways to stay connected with your advisory team. When you work with Oak Partners, you can be confident that we will be just that -- partners not only in business but in personal growth.
If you are ready to learn more about the Oak Partners Experience, visit one of our six convenient locations or contact us with any questions!