Oak Partners Inc - Crown Point, Indiana

Address: 55 W 94th Pl, Crown Point, IN 46307, United States.
Phone: 2197951000.
Website: oakpartners.com
Specialties: Financial planner.
Other points of interest: On-site services, Online appointments, Wheelchair-accessible car park, Wheelchair-accessible entrance, Wheelchair-accessible toilet, Restroom, Appointment required, Appointments recommended, Free parking garage, Free parking lot.
Opinions: This company has 9 reviews on Google My Business.
Average opinion: 4.8/5.

📌 Location of Oak Partners Inc

☎️2197951000

⏰ Open Hours of Oak Partners Inc

Monday: 8 am–5 pm
Tuesday: 8 am–5 pm
Wednesday: 8 am–5 pm
Thursday: 8 am–5 pm
Friday: 8 am–3 pm
Saturday: Closed
Sunday: Closed

Oak Partners Inc is a prestigious financial planning firm located at 55 W 94th Pl, Crown Point, IN 46307, United States. The company can be reached via phone at 2197951000 or by visiting their website at oakpartners.com. Specializing in financial planning, this company has established a solid reputation for excellence in their field.

Some key features of Oak Partners Inc include on-site services and the ability to schedule online appointments. Their office is equipped with a wheelchair-accessible entrance, parking garage, and lot, as well as a wheelchair-accessible toilet. It is advisable to make an appointment before visiting, as this will ensure a more seamless experience.

The company has received positive feedback from clients, with a 4.8/5 average rating based on 9 reviews found on Google My Business. Many customers appreciate the professional and personalized approach taken by the team at Oak Partners Inc, highlighting their expertise and dedication to helping clients achieve their financial goals.

👍 Reviews of Oak Partners Inc

Keith J.

5/5

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.

Cullen W.

5/5

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.

Jem M.

5/5

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.

Mark J.

5/5

Great team! Smart, personable, they listen to your individual needs. Highly recommend!

Cory W.

3/5

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.

Max M.

5/5

They treat their Customers well & better served than any top lister.

Roberta G.

5/5

Oak Partners has a great group of people to work with!

Paul N.

5/5