Oak Partners, Inc.

Oak Partners, Inc. Founded in 1993, Oak Partners has been dedicated to the creation and preservation of wealth. Oak Partners, Inc. The relationship makes the difference.

wealth and retirement planning has been the Regions Partner in Retirement for over 25 years. Oak's team includes 18 LPL registered Financial Advisors and an incredible support staff of 20. Oak supports the team approach and believes in keeping their clients educated and informed. Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. fin

ra.org sipc.org

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Congratulations to St. Mary’s 8th Grade and our advisors Isabella and Jonny who helped lead them to a victory over 62 Ch...
06/24/2026

Congratulations to St. Mary’s 8th Grade and our advisors Isabella and Jonny who helped lead them to a victory over 62 Chicagoland schools! 🏆

We are grateful to assist Big Shoulders doing big things in the Region!

Students at St. Mary Catholic Community School in Crown Point were prepared with lessons that extend well beyond the classroom this year thanks to a partnership between Oak Partners and Big Shoulders Fund Northwest Indiana. The Stock Market Program is an educational initiative that teaches eighth-gr...

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.
06/24/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

06/23/2026
A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you ma...
06/22/2026

A dollar today won't be worth a dollar in 20 years. See how inflation could erode your retirement income and what you may need to account for.

See how inflation over time could affect the purchasing power of your retirement income.

How will your investments weather the ups and downs of the business cycle?
06/19/2026

How will your investments weather the ups and downs of the business cycle?

How will you weather the ups and downs of the business cycle?

🏆 Congratulations, Marc Ruiz! 🏆We are proud to celebrate Marc Ruiz for being recognized by Forbes as one of the 2026 Bes...
06/18/2026

🏆 Congratulations, Marc Ruiz! 🏆

We are proud to celebrate Marc Ruiz for being recognized by Forbes as one of the 2026 Best-In-State Wealth Advisors.

This prestigious honor reflects Marc's unwavering commitment to helping clients pursue their financial goals through thoughtful guidance, trusted relationships, and personalized wealth management strategies.

Success in the financial industry isn’t constructed overnight — it’s earned through years of trust, experience, and guiding clients through life’s most important financial decisions. That commitment recently led Oak Partners Wealth Advisor Marc Ruiz to be recognized by Forbes as one of India...

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.
06/17/2026

Learn about Medicare Advantage and the choices it offers you for health care coverage, prescription drugs, and more.

Overview of Medicare Advantage, what’s in them, special rules, and more.

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:
06/15/2026

Is it time to talk to a financial professional? This infographic will help you decide. Check it out here:

Life happens fast, and your finances can take a backseat if you’re not careful. Is it time to check in with a financial professional? This infographic will help you examine your own financial situation and decide if it’s time to step up your financial game.

Address

55 W. 94th Place
Crown Point, IN
46307

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12197951000

Website

Alerts

Be the first to know and let us send you an email when Oak Partners, Inc. posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Oak Partners, Inc.:

Shortcuts

Share

Category