Broker Check

Our Partners

Partners Aligned with Your Goals


At TruOak Financial Partners, we believe strong outcomes are built on strong relationships. That includes partnering with financially sound, forward-thinking insurance and investment providers who share our commitment to quality, innovation, and long-term stability.

Our financial professionals work closely with these partners — and maintain access to a broad range of third-party solutions — to ensure recommendations are aligned with your goals, not confined to a single approach. This flexibility allows us to focus on what matters most: helping you make informed decisions that support your financial objectives with confidence and clarity.

National Life Group

National Life Group

National Life Group is one of a select group of insurers offering a comprehensive portfolio that allows clients to choose from term life, universal life, whole life, and indexed universal life insurance. This flexibility enables our advisors to align coverage with individual goals, needs, and long-term strategies.

As a financially strong, growing, mutually held company, National Life Group has a long-standing reputation for stability and innovation. Features such as living benefits* and charitable riders* further enhance the ability to design thoughtful, forward-looking solutions.

*Living and charitable benefits are provided by riders. Riders are supplemental benefits that may be added to a life insurance policy and are not suitable unless there is a need for life insurance. Riders are optional, may require additional premium, and may not be available in all states or on all products. This material is not a solicitation of any specific insurance policy.


Equity Services Incorporated®

Equity Services Incorporated®

Equity Services Incorporated® provides our clients with broad access to a wide range of investment solutions, including mutual funds, stocks, bonds, ETFs, and fee-based accounts. This flexibility allows strategies to be tailored to individual goals, preferences, and long-term objectives.

For our financial professionals, Equity Services offers the strength and support of a broker-dealer designed for independent, values-based financial planning. This partnership enables our advisors to deliver objective guidance while maintaining the resources, compliance, and infrastructure needed to serve clients with confidence and care.

*National Insurance Brokerage

*National Insurance Brokerage

No single carrier can meet every need. National Insurance Brokerage (NIB) provides access to hundreds of top-rated insurance carriers, giving our advisors the flexibility to explore a wide range of solutions and identify the best fit for each client’s goals.

This independence allows us to remain objective and client-focused, while NIB’s experienced support team helps ensure a smooth, informed process for both clients and advisors.

National Insurance Brokerage is independent of all National Life Group companies.

*Maple Capital Management

*Maple Capital Management

Maple Capital Management serves as an additional broker-dealer and registered investment advisor for private wealth management, offering a highly personalized approach to portfolio construction. Their philosophy is rooted in the belief that every portfolio should be thoughtfully designed to reflect each client’s unique goals, risk tolerance, and long-term objectives.

With a strong reputation as a trusted investment manager for families, institutions, and insurance companies nationwide, Maple Capital brings disciplined investment management, a focus on risk control, and an exceptional standard of client service. This partnership allows us to deliver sophisticated, tailored solutions for clients with more complex wealth management needs.

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