Oak Partners Inc 55 West 94th Place, Crown Point, IN 46307
About the Business
Oak Partners Inc is a finance institution located at 55 West 94th Place in Crown Point, Indiana, United States. With a team of experienced financial advisors, Oak Partners Inc offers personalized financial planning and investment services to help clients achieve their financial goals. Whether you are planning for retirement, saving for your children's education, or looking to grow your wealth, Oak Partners Inc can provide expert guidance and tailored solutions to meet your needs. Contact us today to schedule a consultation and take the first step towards securing your financial future.
Photos
Location & Phone number
55 W 94th Pl, Crown Point, IN 46307, United States
Hours open
Monday:
08:00 - 17:00
Tuesday:
08:00 - 17:00
Wednesday:
08:00 - 17:00
Thursday:
08:00 - 17:00
Friday:
08:00 - 15:00
Saturday:
Closed
Sunday:
Closed
Reviews
"I met with Mike Barancyk to discuss estate planning for my family. I didn't know where to start. He was very informative and gave me meaningful advice. I would recommend that if you are looking for financial direction to schedule a consultation."
"Oak Partners has a great group of people to work with!"
"Best of breed in the region. My father invested there for over a decade with much success with his team. Upon his passing, he had accounts across other "large" firms who had strict rules for distributions to his beneficiaries. Oak Partners took extended time to help us navigate each of the big firms to make sure the assets were distributed correctly and knowledgeably. What would have been an extended nightmare was thwarted by the amazing team and staff at OP. Also, their seminars are SUPER informative, fun and extremely no pressure. The support staff is incredible at any level. I have never experienced that before with any other investment firm. STRONG recommendation for any of the teams there."
"Not very helpful. My mom recently passed and instead of providing everything we would need to do it. he gave us the numbers of the companies to call and said they’d explain how to do it. then it’s very hard to get him on the phone to get the paperwork or account numbers needed that weren’t provided."
"Oak Partners is the smart & safe investment play in the region. I worked with Brent and Adam and they helped me tailor a long term plan for my investments. As a business owner my financial profile isn't typical, but Brent and Adam were able to set me up with a multi strategy plan to achieve my goals. They are great about follow up, always available to sit down for consultations, and very knowledgeable about the quickly changing financial markets. I could go on but my returns speak for themselves. I'm looking forward to a very long and profitable relationship with Oak Partners."
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