Oak Partners
Finance · Indiana, United States · 11-50 Employees
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Overview
Headquarters
55 W 94th Pl, Crown Point, Indiana, 4630...Phone Number
(219) 661-4111Website
www.oakpartners.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
2
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About Oak Partners
Oak Partners is a financial advisory firm based in Crown Point and Valparaiso, IN, dedicated to providing tailored financial planning services. Founded in 1993, the firm has guided clients in managing over $1.6 billion in brokerage and advisory assets, emphasizing knowledge, integrity, and a commitment to client care. Their team of fiduciaries develops comprehensive plans to help clients achieve their financial goals, while fostering a supportive and inclusive environment. Oak Partners primarily serves individuals seeking personalized financial advice and investment strategies.Explore more
Oak Partners Org Chart
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Manager, Wealth
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Manager, Wealth
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Manager, Wealth
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Manager, Wealth
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Manager, Wealth
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Manager, Wealth
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Client Relationship Manager
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Oak Partners is a financial advisory firm based in Crown Point and Valparaiso, IN, dedicated to providing tailored financial planning services. Founded in 1993, the firm has guided clients in managing over $1.6 billion in brokerage and advisory assets, emphasizing knowledge, integrity, and a commitment to client care. Their team of fiduciaries deve... Read More
