Joan Petris's Contact Details

Joan Petris's Company Details

Oak Partners Inc.

Crown Point, IN, US • 20 - 49 Employees
Financial Services

Oak Partners, Inc. was founded in 1993 and currently has offices in Crown Point, Valparaiso, Lafayette, Auburn IN and Cincinnati, OH. We serve clients across the United States. Our objective is to help create and preserve our clients' wealth through professional advice, education, and guidance while providing an exceptional client experience. We are independent, which means we have no proprietary investments to offer, and no "mandate from above" to sell a certain type of investment strategy or product. We have access to a wide variety of investment products and types and the needs of our clients drive our investment strategies. Our Wealth Advisors are specialists who have built their specialty on years of experience in a variety of market conditions and continue their professional education to help our clients make informed decisions. They view themselves as teachers as much as advisors and focus on educating our clients and making them better investors. Securities and advisory services offered through LPL Financial, Member SIPC, http://www.sipc.org. Third party posts found on this page do not reflect the views of LPL financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which we are registered to do business please visit www.oakpartners.com.