Oak Partners Inc. hosted a Client Open House on Thursday to show off their new Valparaiso office. Oak Partners expanded onto the main floor of the new building at 200 E. Lincolnway in Valparaiso to have more of a presence and to cater to Porter...
Oak Partners, Inc.
Oak Partners Inc. Celebrates Ribbon Cutting of New Valpo Branch
Cutting the ribbon on their new Valparaiso branch made a special day of August 16th for Oak Partners Inc. On top of being proud of the accomplishment, Oak Partners Inc. was able to celebrate the 4th location bringing the business home. More than half...
Marc Ruiz from Oak Partners Inc. Talks ‘Brexit’
Financial markets have been reeling as a result of the British decision by referendum to leave the European Union. This event, coined the "Brexit," is now impacting portfolios and planning around the world, so I’d like to peel the onion a bit and...
Oak Partners Enjoys Beautiful Day with Clients at Taltree Arboretum
“We have over fifty clients joining us today,” said Crystal DeHaven, Oak Partners’ Director of Client Experience. “This is our 8th Annual Garden Walk. Basically, it’s just about inviting our clients to come and hang out with us and do...
Oak Partners Celebrates the Life and Legacy of Fred Ruiz
To leave a legacy is to leave part of yourself, and when an entrepreneur takes an idea and crafts it into an enterprise which ultimately becomes a lasting institution, that is something truly special. Fred Ruiz has created such a legacy at Oak...
Oak Partners Shows Client Appreciation with Day of Basketball
Oak Partners held another successful day of barbecue, beer, and basketball. Hosting about 160 clients at True BBQ and Whiskey Bar, Oak Partners offered their clients an enjoyable way to spend time with each other, as well as staff, while enjoying...
Oak Partners Shares the Love at Champagne and Chocolate Event
Oak Partners Inc. likes to give its clients more than just financial advice. They forge relationships from trust, mutual respect, and social gatherings. On February 11th they hosted a Champagne and Chocolate tasting in honor of Valentine’s Day....
Meet Cindy Stewart of the Oak Partners Family
Cindy Stewart is a ray of sunshine in the already warm and welcoming confines that is Oak Partners, Inc. Stewart is the Client Relations Manager on the Capital Management Team. Stewart has been with Oak Partners for about four years. Among her...
Oak Partners Celebrates Financial Family
Steak was served with a side of appreciation Thursday night for the clients of Oak Partners Inc. With over 30 years of client service, Oak Partners has created a familial atmosphere not only with their co-workers but with their clients as well. To...
Oak Partners, Inc. Celebrate Partnerships, Friendships in Style at Oaktoberfest
To help celebrate the new fall season, Oak Partners, Inc. held their annual Oaktoberfest at their Crown Point office on Friday night. This is their 6th year putting together Oaktoberfest and showing how much they care for their clients. Oaktoberfest...